RSDGX vs. IYH

In the year-to-date period, RSDGX achieves a -8.67% return, which is significantly lower than IYH's -4.47% return. Over the past 10 years, RSDGX has underperformed IYH with an annualized return of 6.17%, while IYH has yielded a comparatively higher 7.19% annualized return.

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RSDGX has a 1.40% expense ratio, which is higher than IYH's 0.43% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Victory RS Select Growth Fund (RSDGX) and iShares U.S. Healthcare ETF (IYH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current RSDGX Sharpe Ratio is 0.20, which is higher than the IYH Sharpe Ratio of -0.34. The chart below compares the historical Sharpe Ratios of RSDGX and IYH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RSDGX has not paid dividends to shareholders, while IYH's dividend yield for the trailing twelve months is around 1.30%.

The maximum RSDGX drawdown since its inception was -74.21%, which is greater than IYH's maximum drawdown of -43.13%. Use the drawdown chart below to compare losses from any high point for RSDGX and IYH.

The current volatility for Victory RS Select Growth Fund (RSDGX) is 5.94%, while iShares U.S. Healthcare ETF (IYH) has a volatility of 7.78%. This indicates that RSDGX experiences smaller price fluctuations and is considered to be less risky than IYH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.