RSFYX vs. EIBLX
RSFYX (Victory Floating Rate Fund) and EIBLX (Eaton Vance Floating Rate Fund) are both Bank Loan funds. Over the past 10 years, RSFYX returned 4.57%/yr vs 4.54%/yr for EIBLX. Their 0.65 correlation means they have sometimes moved together and sometimes differently. RSFYX charges 0.79%/yr vs 0.76%/yr for EIBLX.
Performance
RSFYX vs. EIBLX - Performance Comparison
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Returns By Period
In the year-to-date period, RSFYX achieves a 2.96% return, which is significantly higher than EIBLX's 0.73% return. Both investments have delivered pretty close results over the past 10 years, with RSFYX having a 4.57% annualized return and EIBLX not far behind at 4.54%.
RSFYX
- 1D
- -0.38%
- 1M
- -0.63%
- 6M
- 3.30%
- YTD
- 2.96%
- 1Y
- 5.76%
- 3Y*
- 7.05%
- 5Y*
- 3.93%
- 10Y*
- 4.57%
- ALL TIME*
- 4.52%
EIBLX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 0.79%
- YTD
- 0.73%
- 1Y
- 2.23%
- 3Y*
- 5.78%
- 5Y*
- 4.73%
- 10Y*
- 4.54%
- ALL TIME*
- 4.15%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RSFYX vs. EIBLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RSFYX Victory Floating Rate Fund | 2.96% | 7.09% | 8.64% | 7.48% | -6.82% | 4.12% | 4.96% | 9.68% | 0.69% | 4.00% |
EIBLX Eaton Vance Floating Rate Fund | 0.73% | 3.90% | 8.14% | 12.29% | -2.34% | 4.33% | 2.38% | 7.07% | 0.81% | 4.48% |
Correlation
The correlation between RSFYX and EIBLX is 0.53, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.53 |
Correlation (3Y) Balances recent behavior with more history. | 0.51 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.63 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.65 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2010 | 0.65 |
The correlation between RSFYX and EIBLX shifts across timeframes, from 0.51 (3 years) to 0.65 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
RSFYX vs. EIBLX — Risk / Return Rank
RSFYX
EIBLX
RSFYX vs. EIBLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Floating Rate Fund (RSFYX) and Eaton Vance Floating Rate Fund (EIBLX). 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 | EIBLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.37 | ||
| Sortino ratioReturn per unit of downside risk | +1.41 | ||
| Omega ratioGain probability vs. loss probability | 1.54 | 1.34 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 4.46 | 1.57 | +2.90 |
| Martin ratioReturn relative to average drawdown | 14.61 | 4.73 | +9.88 |
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Drawdowns
RSFYX vs. EIBLX - Drawdown Comparison
The maximum RSFYX drawdown since its inception was -21.42%, smaller than the maximum EIBLX drawdown of -32.53%. Use the drawdown chart below to compare losses from any high point for RSFYX and EIBLX.
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Drawdown Indicators
| RSFYX | EIBLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.42% | -32.53% | +11.11% |
Max Drawdown (1Y)Largest decline over 1 year | -1.23% | -1.68% | +0.45% |
Max Drawdown (3Y)Largest decline over 3 years | -2.76% | -2.72% | -0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -8.82% | -6.27% | -2.55% |
Max Drawdown (10Y)Largest decline over 10 years | -21.42% | -18.70% | -2.72% |
Current DrawdownCurrent decline from peak | -0.76% | -0.13% | -0.63% |
Average DrawdownAverage peak-to-trough decline | -1.33% | -1.64% | +0.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.42% | 0.56% | -0.14% |
Volatility
RSFYX vs. EIBLX - Volatility Comparison
Victory Floating Rate Fund (RSFYX) has a higher volatility of 0.52% compared to Eaton Vance Floating Rate Fund (EIBLX) at 0.18%. This indicates that RSFYX's price experiences larger fluctuations and is considered to be riskier than EIBLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSFYX | EIBLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.52% | 0.18% | +0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 3.16% | 1.56% | +1.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.97% | 2.22% | +1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.60% | 2.78% | +0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.21% | 3.53% | +0.68% |
RSFYX vs. EIBLX - Expense Ratio Comparison
RSFYX has a 0.79% expense ratio, which is higher than EIBLX's 0.76% expense ratio.
Dividends
RSFYX vs. EIBLX - Dividend Comparison
RSFYX's dividend yield for the trailing twelve months is around 6.58%, more than EIBLX's 6.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIBLX Eaton Vance Floating Rate Fund | 6.29% | 7.58% | 8.29% | 8.58% | 5.02% | 3.32% | 3.68% | 5.01% | 4.46% | 3.82% | 4.14% | 4.33% |
RSFYX Victory Floating Rate Fund | 6.58% | 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 EIBLX 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.
RSFYX has higher volatility (0.52%) compared to EIBLX (0.18%). In terms of maximum drawdown, RSFYX dropped -21.42% vs EIBLX's -32.53%.
RSFYX currently has the higher Sharpe Ratio (1.56 vs 1.18), 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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