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RSGRX vs. CTCAX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RSGRX vs. CTCAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory RS Growth Fund (RSGRX) and Columbia Global Technology Growth Fund Class A (CTCAX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RSGRX achieves a 9.88% return, which is significantly lower than CTCAX's 32.06% return. Over the past 10 years, RSGRX has underperformed CTCAX with an annualized return of 16.07%, while CTCAX has yielded a comparatively higher 24.75% annualized return.


RSGRX

1D
-0.44%
1M
7.39%
YTD
9.88%
6M
9.30%
1Y
28.12%
3Y*
25.81%
5Y*
14.32%
10Y*
16.07%

CTCAX

1D
1.47%
1M
17.00%
YTD
32.06%
6M
31.15%
1Y
61.81%
3Y*
36.07%
5Y*
20.96%
10Y*
24.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RSGRX vs. CTCAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RSGRX
Victory RS Growth Fund
9.88%18.04%34.38%44.65%-33.32%19.64%35.74%29.83%-7.06%31.76%
CTCAX
Columbia Global Technology Growth Fund Class A
32.06%24.78%31.39%56.46%-34.81%22.73%49.46%43.91%-1.48%42.99%

Correlation

The correlation between RSGRX and CTCAX is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.93

Correlation (3Y)
Calculated over the trailing 3-year period

0.94

Correlation (5Y)
Calculated over the trailing 5-year period

0.96

Correlation (10Y)
Calculated over the trailing 10-year period

0.95

Correlation (All Time)
Calculated using the full available price history since Nov 1, 2002

0.93

The correlation between RSGRX and CTCAX has been stable across timeframes, ranging from 0.93 to 0.96 - a consistent structural relationship.

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Return for Risk

RSGRX vs. CTCAX — Risk / Return Rank

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

RSGRX
RSGRX Risk / Return Rank: 3131
Overall Rank
RSGRX Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
RSGRX Sortino Ratio Rank: 3535
Sortino Ratio Rank
RSGRX Omega Ratio Rank: 3535
Omega Ratio Rank
RSGRX Calmar Ratio Rank: 2323
Calmar Ratio Rank
RSGRX Martin Ratio Rank: 2525
Martin Ratio Rank

CTCAX
CTCAX Risk / Return Rank: 8383
Overall Rank
CTCAX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
CTCAX Sortino Ratio Rank: 7777
Sortino Ratio Rank
CTCAX Omega Ratio Rank: 7474
Omega Ratio Rank
CTCAX Calmar Ratio Rank: 8989
Calmar Ratio Rank
CTCAX Martin Ratio Rank: 8686
Martin Ratio Rank
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. CTCAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory RS Growth Fund (RSGRX) and Columbia Global Technology Growth Fund Class A (CTCAX). 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.


RSGRXCTCAXDifference

Sharpe ratio

Return per unit of total volatility

1.80

3.04

-1.24

Sortino ratio

Return per unit of downside risk

2.45

3.68

-1.23

Omega ratio

Gain probability vs. loss probability

1.31

1.49

-0.17

Calmar ratio

Return relative to maximum drawdown

1.76

4.43

-2.67

Martin ratio

Return relative to average drawdown

6.17

16.56

-10.40

RSGRX vs. CTCAX - Sharpe Ratio Comparison

The current RSGRX Sharpe Ratio is 1.80, which is lower than the CTCAX Sharpe Ratio of 3.04. The chart below compares the historical Sharpe Ratios of RSGRX and CTCAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


RSGRXCTCAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.80

3.04

-1.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.62

0.81

-0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

1.00

-0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

0.78

-0.25

Drawdowns

RSGRX vs. CTCAX - Drawdown Comparison

The maximum RSGRX drawdown since its inception was -60.95%, roughly equal to the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for RSGRX and CTCAX.


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Drawdown Indicators


RSGRXCTCAXDifference

Max Drawdown

Largest peak-to-trough decline

-60.95%

-61.04%

+0.09%

Max Drawdown (1Y)

Largest decline over 1 year

-16.50%

-14.43%

-2.07%

Max Drawdown (3Y)

Largest decline over 3 years

-24.35%

-26.67%

+2.32%

Max Drawdown (5Y)

Largest decline over 5 years

-40.29%

-39.55%

-0.74%

Max Drawdown (10Y)

Largest decline over 10 years

-40.29%

-39.55%

-0.74%

Current Drawdown

Current decline from peak

-0.44%

0.00%

-0.44%

Average Drawdown

Average peak-to-trough decline

-14.37%

-10.68%

-3.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.70%

3.86%

+0.84%

Volatility

RSGRX vs. CTCAX - Volatility Comparison

The current volatility for Victory RS Growth Fund (RSGRX) is 3.54%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 6.37%. This indicates that RSGRX experiences smaller price fluctuations and is considered to be less risky than CTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RSGRXCTCAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.54%

6.37%

-2.83%

Volatility (6M)

Calculated over the trailing 6-month period

12.19%

16.72%

-4.53%

Volatility (1Y)

Calculated over the trailing 1-year period

16.12%

21.06%

-4.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.23%

25.98%

-2.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.44%

24.84%

-2.40%

RSGRX vs. CTCAX - Expense Ratio Comparison

RSGRX has a 1.10% expense ratio, which is lower than CTCAX's 1.18% expense ratio.


Dividends

RSGRX vs. CTCAX - Dividend Comparison

RSGRX's dividend yield for the trailing twelve months is around 4.78%, more than CTCAX's 2.49% yield.


PositionTTM20252024202320222021202020192018201720162015
CTCAX
Columbia Global Technology Growth Fund Class A
2.49%3.29%1.08%2.36%3.53%4.15%0.91%2.55%5.82%3.52%0.36%1.80%
RSGRX
Victory RS Growth Fund
4.78%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


With a correlation of 0.93, RSGRX and CTCAX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

CTCAX has higher volatility (6.37%) compared to RSGRX (3.54%). In terms of maximum drawdown, RSGRX dropped -60.95% vs CTCAX's -61.04%.

CTCAX currently has the higher Sharpe Ratio (3.04 vs 1.80), 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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