RSFYX vs. ARTUX
RSFYX (Victory Floating Rate Fund) and ARTUX (Artisan Floating Rate Fund) are both Bank Loan funds. Over the past 3 years, RSFYX returned 8.30%/yr vs 7.26%/yr for ARTUX. A 0.59 correlation means they provide meaningful diversification when combined. RSFYX charges 0.79%/yr vs 1.20%/yr for ARTUX.
Performance
RSFYX vs. ARTUX - Performance Comparison
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Returns By Period
In the year-to-date period, RSFYX achieves a 3.48% return, which is significantly higher than ARTUX's 1.20% return.
RSFYX
- 1D
- 0.00%
- 1M
- 0.85%
- YTD
- 3.48%
- 6M
- 4.67%
- 1Y
- 8.69%
- 3Y*
- 8.30%
- 5Y*
- 4.08%
- 10Y*
- 4.92%
ARTUX
- 1D
- 0.00%
- 1M
- 0.25%
- YTD
- 1.20%
- 6M
- 1.84%
- 1Y
- 5.48%
- 3Y*
- 7.26%
- 5Y*
- —
- 10Y*
- —
RSFYX vs. ARTUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
RSFYX Victory Floating Rate Fund | 3.48% | 7.09% | 8.64% | 7.48% | -6.62% |
ARTUX Artisan Floating Rate Fund | 1.20% | 6.34% | 7.54% | 11.20% | -3.50% |
Correlation
The correlation between RSFYX and ARTUX is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Jan 31, 2022 | 0.59 |
The correlation between RSFYX and ARTUX has been stable across timeframes, ranging from 0.50 to 0.59 - a consistent structural relationship.
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Return for Risk
RSFYX vs. ARTUX — Risk / Return Rank
RSFYX
ARTUX
RSFYX vs. ARTUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Floating Rate Fund (RSFYX) and Artisan Floating Rate Fund (ARTUX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RSFYX | ARTUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.81 | 1.78 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 6.30 | 3.03 | +3.27 |
| Martin ratioReturn relative to average drawdown | 20.85 | 10.31 | +10.54 |
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Drawdowns
RSFYX vs. ARTUX - Drawdown Comparison
The maximum RSFYX drawdown since its inception was -21.42%, which is greater than ARTUX's maximum drawdown of -6.08%. Use the drawdown chart below to compare losses from any high point for RSFYX and ARTUX.
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Drawdown Indicators
| RSFYX | ARTUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.42% | -6.08% | -15.34% |
Max Drawdown (1Y)Largest decline over 1 year | -1.39% | -1.82% | +0.43% |
Max Drawdown (3Y)Largest decline over 3 years | -2.76% | -2.76% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -8.82% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -21.42% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.32% | +0.32% |
Average DrawdownAverage peak-to-trough decline | -1.34% | -0.94% | -0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.42% | 0.53% | -0.11% |
Volatility
RSFYX vs. ARTUX - Volatility Comparison
Victory Floating Rate Fund (RSFYX) and Artisan Floating Rate Fund (ARTUX) have volatilities of 0.56% and 0.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSFYX | ARTUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.56% | 0.56% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 3.22% | 1.76% | +1.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.01% | 2.41% | +1.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.60% | 2.79% | +0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.23% | 2.79% | +1.44% |
RSFYX vs. ARTUX - Expense Ratio Comparison
RSFYX has a 0.79% expense ratio, which is lower than ARTUX's 1.20% expense ratio.
Dividends
RSFYX vs. ARTUX - Dividend Comparison
RSFYX's dividend yield for the trailing twelve months is around 7.74%, more than ARTUX's 7.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTUX Artisan Floating Rate Fund | 7.21% | 7.31% | 8.09% | 6.71% | 3.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RSFYX Victory Floating Rate Fund | 7.74% | 9.39% | 9.01% | 8.22% | 6.22% | 4.16% | 5.47% | 6.07% | 5.93% | 5.07% | 4.99% | 5.31% |
Frequently Asked Questions
RSFYX and ARTUX have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARTUX has higher volatility (0.56%) compared to RSFYX (0.56%). In terms of maximum drawdown, RSFYX dropped -21.42% vs ARTUX's -6.08%.
ARTUX currently has the higher Sharpe Ratio (2.29 vs 2.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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