RSEGX vs. BFOCX
Compare and contrast key facts about Victory RS Small Cap Growth Fund (RSEGX) and Berkshire Focus Fund (BFOCX).
RSEGX is managed by Victory Capital. It was launched on Nov 30, 1987. BFOCX is managed by Berkshire. It was launched on Jun 30, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSEGX or BFOCX.
Key characteristics
| RSEGX | BFOCX | |
|---|---|---|
| YTD Return | 8.81% | 26.11% |
| 1Y Return | 19.59% | 41.36% |
| 3Y Return (Ann) | -8.61% | -14.03% |
| 5Y Return (Ann) | 1.70% | 10.93% |
| 10Y Return (Ann) | 6.04% | 19.26% |
| Sharpe Ratio | 0.86 | 1.20 |
| Daily Std Dev | 22.04% | 33.19% |
| Max Drawdown | -82.68% | -95.80% |
| Current Drawdown | -35.00% | -43.79% |
Correlation
The correlation between RSEGX and BFOCX is 0.80, 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.
Performance
RSEGX vs. BFOCX - Performance Comparison
In the year-to-date period, RSEGX achieves a 8.81% return, which is significantly lower than BFOCX's 26.11% return. Over the past 10 years, RSEGX has underperformed BFOCX with an annualized return of 6.04%, while BFOCX has yielded a comparatively higher 19.26% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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RSEGX vs. BFOCX - Expense Ratio Comparison
RSEGX has a 1.40% expense ratio, which is lower than BFOCX's 1.94% expense ratio.
Risk-Adjusted Performance
RSEGX vs. BFOCX - Risk-Adjusted Performance Comparison
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.
Dividends
RSEGX vs. BFOCX - Dividend Comparison
Neither RSEGX nor BFOCX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSEGX Victory RS Small Cap Growth Fund | 0.00% | 0.00% | 6.25% | 16.78% | 9.05% | 9.01% | 20.43% | 9.55% | 0.00% | 0.00% | 0.87% | 1.35% |
BFOCX Berkshire Focus Fund | 0.00% | 0.00% | 0.00% | 19.54% | 21.20% | 14.20% | 5.70% | 21.73% | 0.14% | 52.14% | 0.04% | 0.00% |
Drawdowns
RSEGX vs. BFOCX - Drawdown Comparison
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.
Volatility
RSEGX vs. BFOCX - Volatility Comparison
The current volatility for Victory RS Small Cap Growth Fund (RSEGX) is 6.27%, while Berkshire Focus Fund (BFOCX) has a volatility of 10.46%. 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.