RSGRX vs. GQEPX
RSGRX (Victory RS Growth Fund) and GQEPX (GQG Partners US Select Quality Equity Fund Investor Shares) are both mutual funds - RSGRX is a Large Cap Growth Equities fund managed by Victory, while GQEPX is a Quality Factor fund managed by GQG Partners. Over the past 5 years, RSGRX returned 10.73%/yr vs 9.56%/yr for GQEPX. Their 0.69 correlation means they have sometimes moved together and sometimes differently. RSGRX charges 1.10%/yr vs 0.59%/yr for GQEPX.
Performance
RSGRX vs. GQEPX - Performance Comparison
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Returns By Period
In the year-to-date period, RSGRX achieves a 3.93% return, which is significantly lower than GQEPX's 8.04% return.
RSGRX
- 1D
- 2.07%
- 1M
- 0.64%
- 6M
- 6.35%
- YTD
- 3.93%
- 1Y
- 11.51%
- 3Y*
- 21.88%
- 5Y*
- 10.73%
- 10Y*
- 14.86%
- ALL TIME*
- 11.57%
GQEPX
- 1D
- 1.22%
- 1M
- 2.51%
- 6M
- 3.25%
- YTD
- 8.04%
- 1Y
- 7.67%
- 3Y*
- 13.18%
- 5Y*
- 9.56%
- 10Y*
- —
- ALL TIME*
- 13.22%
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 |
RSGRX vs. GQEPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
RSGRX Victory RS Growth Fund | 3.93% | 18.04% | 34.38% | 44.65% | -33.32% | 19.64% | 35.74% | 29.83% | -18.77% |
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 8.04% | -4.52% | 28.99% | 17.39% | -2.81% | 19.90% | 23.65% | 27.21% | -7.67% |
Correlation
The correlation between RSGRX and GQEPX is -0.29, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.29 |
Correlation (3Y) Balances recent behavior with more history. | 0.45 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.57 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2018 | 0.69 |
The correlation between RSGRX and GQEPX shifts across timeframes, from -0.29 (1 year) to 0.69 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
RSGRX vs. GQEPX — Risk / Return Rank
RSGRX
GQEPX
RSGRX vs. GQEPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Growth Fund (RSGRX) and GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX). 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 | GQEPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.14 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.83 | 1.01 | -0.18 |
| Martin ratioReturn relative to average drawdown | 2.55 | 2.27 | +0.27 |
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Drawdowns
RSGRX vs. GQEPX - Drawdown Comparison
The maximum RSGRX drawdown since its inception was -60.95%, which is greater than GQEPX's maximum drawdown of -28.45%. Use the drawdown chart below to compare losses from any high point for RSGRX and GQEPX.
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Drawdown Indicators
| RSGRX | GQEPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.95% | -28.45% | -32.50% |
Max Drawdown (1Y)Largest decline over 1 year | -16.50% | -8.48% | -8.02% |
Max Drawdown (3Y)Largest decline over 3 years | -24.35% | -18.97% | -5.38% |
Max Drawdown (5Y)Largest decline over 5 years | -40.29% | -20.49% | -19.80% |
Max Drawdown (10Y)Largest decline over 10 years | -40.29% | — | — |
Current DrawdownCurrent decline from peak | -5.83% | -7.78% | +1.95% |
Average DrawdownAverage peak-to-trough decline | -14.32% | -5.90% | -8.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.36% | 3.76% | +1.60% |
Volatility
RSGRX vs. GQEPX - Volatility Comparison
Victory RS Growth Fund (RSGRX) has a higher volatility of 6.64% compared to GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) at 2.58%. This indicates that RSGRX's price experiences larger fluctuations and is considered to be riskier than GQEPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSGRX | GQEPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.64% | 2.58% | +4.06% |
Volatility (6M)Calculated over the trailing 6-month period | 14.51% | 8.41% | +6.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.10% | 10.68% | +7.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.52% | 15.90% | +7.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.56% | 18.61% | +3.95% |
RSGRX vs. GQEPX - Expense Ratio Comparison
RSGRX has a 1.10% expense ratio, which is higher than GQEPX's 0.59% expense ratio.
Dividends
RSGRX vs. GQEPX - Dividend Comparison
RSGRX's dividend yield for the trailing twelve months is around 5.05%, less than GQEPX's 6.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 6.46% | 6.98% | 5.30% | 0.44% | 4.46% | 1.49% | 0.61% | 0.63% | 0.09% | 0.00% | 0.00% | 0.00% |
RSGRX Victory RS Growth Fund | 5.05% | 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
RSGRX and GQEPX have a correlation of -0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RSGRX has higher volatility (6.64%) compared to GQEPX (2.58%). In terms of maximum drawdown, RSGRX dropped -60.95% vs GQEPX's -28.45%.
GQEPX currently has the higher Sharpe Ratio (0.80 vs 0.76), 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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