RSEGX vs. BFOCX

In the year-to-date period, RSEGX achieves a -13.01% return, which is significantly lower than BFOCX's -1.65% return. Over the past 10 years, RSEGX has underperformed BFOCX with an annualized return of -3.48%, while BFOCX has yielded a comparatively higher 20.58% annualized return.

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RSEGX has a 1.40% expense ratio, which is lower than BFOCX's 1.94% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Victory RS Small Cap Growth Fund (RSEGX) and Berkshire Focus Fund (BFOCX). 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 RSEGX Sharpe Ratio is -0.36, which is lower than the BFOCX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of RSEGX and BFOCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither RSEGX nor BFOCX has paid dividends to shareholders.

The maximum RSEGX drawdown since its inception was -82.68%, smaller than the maximum BFOCX drawdown of -95.80%. Use the drawdown chart below to compare losses from any high point for RSEGX and BFOCX. For additional features, visit the drawdowns tool.

The current volatility for Victory RS Small Cap Growth Fund (RSEGX) is 6.85%, while Berkshire Focus Fund (BFOCX) has a volatility of 10.17%. This indicates that RSEGX experiences smaller price fluctuations and is considered to be less risky than BFOCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.