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RSDGX vs. TGFRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RSDGX vs. TGFRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory RS Select Growth Fund (RSDGX) and Tanaka Growth Fund (TGFRX). The values are adjusted to include any dividend payments, if applicable.

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RSDGX vs. TGFRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RSDGX
Victory RS Select Growth Fund
-1.95%7.07%23.42%18.63%-32.44%5.90%33.25%32.26%-7.83%17.09%
TGFRX
Tanaka Growth Fund
2.11%39.56%17.98%50.24%-22.62%26.54%50.87%18.78%-25.18%7.28%

Returns By Period

In the year-to-date period, RSDGX achieves a -1.95% return, which is significantly lower than TGFRX's 2.11% return. Over the past 10 years, RSDGX has underperformed TGFRX with an annualized return of 8.71%, while TGFRX has yielded a comparatively higher 13.73% annualized return.


RSDGX

1D
4.56%
1M
-7.26%
YTD
-1.95%
6M
2.02%
1Y
19.15%
3Y*
12.35%
5Y*
1.38%
10Y*
8.71%

TGFRX

1D
5.92%
1M
-7.38%
YTD
2.11%
6M
3.42%
1Y
38.93%
3Y*
31.29%
5Y*
11.64%
10Y*
13.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RSDGX vs. TGFRX - Expense Ratio Comparison

RSDGX has a 1.40% expense ratio, which is lower than TGFRX's 2.19% expense ratio.


Return for Risk

RSDGX vs. TGFRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RSDGX
RSDGX Risk / Return Rank: 3737
Overall Rank
RSDGX Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
RSDGX Sortino Ratio Rank: 3434
Sortino Ratio Rank
RSDGX Omega Ratio Rank: 3030
Omega Ratio Rank
RSDGX Calmar Ratio Rank: 4444
Calmar Ratio Rank
RSDGX Martin Ratio Rank: 4646
Martin Ratio Rank

TGFRX
TGFRX Risk / Return Rank: 6363
Overall Rank
TGFRX Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
TGFRX Sortino Ratio Rank: 5555
Sortino Ratio Rank
TGFRX Omega Ratio Rank: 4343
Omega Ratio Rank
TGFRX Calmar Ratio Rank: 9292
Calmar Ratio Rank
TGFRX Martin Ratio Rank: 7272
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RSDGX vs. TGFRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory RS Select Growth Fund (RSDGX) and Tanaka Growth Fund (TGFRX). 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.


RSDGXTGFRXDifference

Sharpe ratio

Return per unit of total volatility

0.80

1.06

-0.26

Sortino ratio

Return per unit of downside risk

1.27

1.59

-0.32

Omega ratio

Gain probability vs. loss probability

1.17

1.20

-0.03

Calmar ratio

Return relative to maximum drawdown

1.30

2.93

-1.63

Martin ratio

Return relative to average drawdown

5.24

7.48

-2.24

RSDGX vs. TGFRX - Sharpe Ratio Comparison

The current RSDGX Sharpe Ratio is 0.80, which is comparable to the TGFRX Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of RSDGX and TGFRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RSDGXTGFRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.80

1.06

-0.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.05

0.01

+0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

0.02

+0.31

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.02

+0.36

Correlation

The correlation between RSDGX and TGFRX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

RSDGX vs. TGFRX - Dividend Comparison

RSDGX's dividend yield for the trailing twelve months is around 13.80%, more than TGFRX's 12.75% yield.


TTM20252024202320222021202020192018201720162015
RSDGX
Victory RS Select Growth Fund
13.80%13.53%0.00%0.00%38.07%28.89%17.43%13.19%46.71%14.65%3.30%9.40%
TGFRX
Tanaka Growth Fund
12.75%13.02%6.89%0.00%0.11%7.44%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

RSDGX vs. TGFRX - Drawdown Comparison

The maximum RSDGX drawdown since its inception was -74.21%, smaller than the maximum TGFRX drawdown of -95.35%. Use the drawdown chart below to compare losses from any high point for RSDGX and TGFRX.


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Drawdown Indicators


RSDGXTGFRXDifference

Max Drawdown

Largest peak-to-trough decline

-74.21%

-95.35%

+21.14%

Max Drawdown (1Y)

Largest decline over 1 year

-14.51%

-16.01%

+1.50%

Max Drawdown (5Y)

Largest decline over 5 years

-50.14%

-95.35%

+45.21%

Max Drawdown (10Y)

Largest decline over 10 years

-50.14%

-95.35%

+45.21%

Current Drawdown

Current decline from peak

-18.71%

-92.38%

+73.67%

Average Drawdown

Average peak-to-trough decline

-28.28%

-31.67%

+3.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.61%

7.24%

-3.63%

Volatility

RSDGX vs. TGFRX - Volatility Comparison

The current volatility for Victory RS Select Growth Fund (RSDGX) is 9.43%, while Tanaka Growth Fund (TGFRX) has a volatility of 12.37%. This indicates that RSDGX experiences smaller price fluctuations and is considered to be less risky than TGFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RSDGXTGFRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.43%

12.37%

-2.94%

Volatility (6M)

Calculated over the trailing 6-month period

15.34%

24.40%

-9.06%

Volatility (1Y)

Calculated over the trailing 1-year period

24.58%

35.36%

-10.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.47%

793.45%

-763.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.06%

561.16%

-535.10%