RSGRX vs. ADX

Last updated Jun 24, 2026

RSGRX (Victory RS Growth Fund) and ADX (Adams Diversified Equity Fund, Inc.) are both mutual funds - RSGRX is a Large Cap Growth Equities fund managed by Victory, while ADX is a Large Cap Blend Equities fund actively managed by Adams Funds. Over the past 10 years, RSGRX returned 15.93%/yr vs 18.44%/yr for ADX. A 0.70 correlation means they provide meaningful diversification when combined. RSGRX charges 1.10%/yr vs 0.59%/yr for ADX.

Performance

RSGRX vs. ADX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory RS Growth Fund (RSGRX) and Adams Diversified Equity Fund, Inc. (ADX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RSGRX achieves a 4.68% return, which is significantly lower than ADX's 11.06% return. Over the past 10 years, RSGRX has underperformed ADX with an annualized return of 15.93%, while ADX has yielded a comparatively higher 18.44% annualized return.

RSGRX

• 1D: -1.15%
• 1M: -1.92%
• YTD: 4.68%
• 6M: 3.31%
• 1Y: 20.40%
• 3Y*: 22.83%
• 5Y*: 11.96%
• 10Y*: 15.93%

ADX

• 1D: -0.44%
• 1M: -0.52%
• YTD: 11.06%
• 6M: 11.92%
• 1Y: 28.91%
• 3Y*: 27.63%
• 5Y*: 16.53%
• 10Y*: 18.44%

*Multi-year figures are annualized to reflect compound growth (CAGR)

RSGRX vs. ADX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RSGRX Victory RS Growth Fund	4.68%	18.04%	34.38%	44.65%	-33.32%	19.64%	35.74%	29.83%	-7.06%	31.76%
ADX Adams Diversified Equity Fund, Inc.	11.06%	26.03%	28.31%	31.49%	-19.82%	29.69%	17.28%	36.75%	-3.58%	29.61%

Correlation

The correlation between RSGRX and ADX is 0.76, 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	0.76
Correlation (3Y) Calculated over the trailing 3-year period	0.79
Correlation (5Y) Calculated over the trailing 5-year period	0.85
Correlation (10Y) Calculated over the trailing 10-year period	0.83
Correlation (All Time) Calculated using the full available price history since Jan 4, 1993	0.70

The correlation between RSGRX and ADX shifts across timeframes, from 0.70 (all time) to 0.85 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

RSGRX vs. ADX — Risk / Return Rank

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

RSGRX

RSGRX Risk / Return Rank: 21
RSGRX Sharpe Ratio Rank: 24
RSGRX Sortino Ratio Rank: 22
RSGRX Omega Ratio Rank: 22
RSGRX Calmar Ratio Rank: 16
RSGRX Martin Ratio Rank: 19

ADX

ADX Risk / Return Rank: 61
ADX Sharpe Ratio Rank: 55
ADX Sortino Ratio Rank: 56
ADX Omega Ratio Rank: 48
ADX Calmar Ratio Rank: 61
ADX Martin Ratio Rank: 84

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.

RSGRX vs. ADX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory RS Growth Fund (RSGRX) and Adams Diversified Equity Fund, Inc. (ADX). 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.

	RSGRX	ADX	Difference
Sharpe ratio: Return per unit of total volatility	1.29	2.02	-0.73
Sortino ratio: Return per unit of downside risk	1.80	2.89	-1.09
Omega ratio: Gain probability vs. loss probability	1.23	1.35	-0.12
Calmar ratio: Return relative to maximum drawdown	1.32	2.86	-1.54
Martin ratio: Return relative to average drawdown	4.52	14.47	-9.95

RSGRX vs. ADX - Sharpe Ratio Comparison

The current RSGRX Sharpe Ratio is 1.29, which is lower than the ADX Sharpe Ratio of 2.02. The chart below compares the historical Sharpe Ratios of RSGRX and ADX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RSGRX vs. ADX - Drawdown Comparison

The maximum RSGRX drawdown since its inception was -60.95%, smaller than the maximum ADX drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for RSGRX and ADX.

Drawdown Indicators

	RSGRX	ADX	Difference
Max Drawdown Largest peak-to-trough decline	-60.95%	-71.60%	+10.65%
Max Drawdown (1Y) Largest decline over 1 year	-16.50%	-10.16%	-6.34%
Max Drawdown (3Y) Largest decline over 3 years	-24.35%	-18.29%	-6.06%
Max Drawdown (5Y) Largest decline over 5 years	-40.29%	-25.07%	-15.22%
Max Drawdown (10Y) Largest decline over 10 years	-40.29%	-37.17%	-3.12%
Current Drawdown Current decline from peak	-5.15%	-2.85%	-2.30%
Average Drawdown Average peak-to-trough decline	-14.35%	-22.11%	+7.76%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.82%	2.00%	+2.82%

Volatility

RSGRX vs. ADX - Volatility Comparison

Victory RS Growth Fund (RSGRX) has a higher volatility of 6.14% compared to Adams Diversified Equity Fund, Inc. (ADX) at 4.84%. This indicates that RSGRX's price experiences larger fluctuations and is considered to be riskier than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RSGRX	ADX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.14%	4.84%	+1.30%
Volatility (6M) Calculated over the trailing 6-month period	13.20%	11.12%	+2.08%
Volatility (1Y) Calculated over the trailing 1-year period	16.96%	14.43%	+2.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.35%	17.40%	+5.95%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.50%	18.05%	+4.45%

RSGRX vs. ADX - Expense Ratio Comparison

RSGRX has a 1.10% expense ratio, which is higher than ADX's 0.59% expense ratio.

Dividends

RSGRX vs. ADX - Dividend Comparison

RSGRX's dividend yield for the trailing twelve months is around 5.01%, less than ADX's 7.51% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ADX Adams Diversified Equity Fund, Inc.	7.51%	7.93%	12.38%	7.34%	7.36%	15.35%	6.54%	9.00%	15.85%	9.18%	7.79%	7.17%
RSGRX Victory RS Growth Fund	5.01%	5.25%	7.52%	0.15%	2.33%	9.08%	9.19%	10.65%	16.93%	5.16%	8.44%	7.02%

Frequently Asked Questions

Can I hold both RSGRX and ADX in my portfolio?

RSGRX and ADX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RSGRX or ADX?

RSGRX has higher volatility (6.14%) compared to ADX (4.84%). In terms of maximum drawdown, RSGRX dropped -60.95% vs ADX's -71.60%.

Which has better risk-adjusted returns?

ADX currently has the higher Sharpe Ratio (2.02 vs 1.29), 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.