PortfoliosLab logoPortfoliosLab logo
RSGRX vs. MEIFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RSGRX vs. MEIFX - Performance Comparison

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

Loading graphics...

RSGRX vs. MEIFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RSGRX
Victory RS Growth Fund
-9.79%18.04%34.38%44.65%-33.32%19.64%35.74%29.83%-7.06%31.76%
MEIFX
Meridian Enhanced Equity Fund
0.08%6.51%13.19%18.96%-16.43%15.15%26.18%44.95%-0.51%27.94%

Returns By Period

In the year-to-date period, RSGRX achieves a -9.79% return, which is significantly lower than MEIFX's 0.08% return. Both investments have delivered pretty close results over the past 10 years, with RSGRX having a 13.87% annualized return and MEIFX not far ahead at 13.97%.


RSGRX

1D
4.06%
1M
-5.76%
YTD
-9.79%
6M
-8.89%
1Y
18.38%
3Y*
21.15%
5Y*
10.14%
10Y*
13.87%

MEIFX

1D
1.71%
1M
-1.28%
YTD
0.08%
6M
-0.22%
1Y
7.08%
3Y*
10.32%
5Y*
5.80%
10Y*
13.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


RSGRX vs. MEIFX - Expense Ratio Comparison

RSGRX has a 1.10% expense ratio, which is lower than MEIFX's 1.20% expense ratio.


Return for Risk

RSGRX vs. MEIFX — Risk / Return Rank

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

RSGRX
RSGRX Risk / Return Rank: 3737
Overall Rank
RSGRX Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
RSGRX Sortino Ratio Rank: 4040
Sortino Ratio Rank
RSGRX Omega Ratio Rank: 3838
Omega Ratio Rank
RSGRX Calmar Ratio Rank: 3939
Calmar Ratio Rank
RSGRX Martin Ratio Rank: 3535
Martin Ratio Rank

MEIFX
MEIFX Risk / Return Rank: 1717
Overall Rank
MEIFX Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
MEIFX Sortino Ratio Rank: 1515
Sortino Ratio Rank
MEIFX Omega Ratio Rank: 1313
Omega Ratio Rank
MEIFX Calmar Ratio Rank: 1919
Calmar Ratio Rank
MEIFX Martin Ratio Rank: 2626
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. MEIFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory RS Growth Fund (RSGRX) and Meridian Enhanced Equity Fund (MEIFX). 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.


RSGRXMEIFXDifference

Sharpe ratio

Return per unit of total volatility

0.84

0.47

+0.37

Sortino ratio

Return per unit of downside risk

1.37

0.81

+0.56

Omega ratio

Gain probability vs. loss probability

1.19

1.11

+0.08

Calmar ratio

Return relative to maximum drawdown

1.18

0.74

+0.44

Martin ratio

Return relative to average drawdown

4.20

3.44

+0.76

RSGRX vs. MEIFX - Sharpe Ratio Comparison

The current RSGRX Sharpe Ratio is 0.84, which is higher than the MEIFX Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of RSGRX and MEIFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


RSGRXMEIFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.84

0.47

+0.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

0.37

+0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.62

0.78

-0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.52

-0.03

Correlation

The correlation between RSGRX and MEIFX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

RSGRX vs. MEIFX - Dividend Comparison

RSGRX's dividend yield for the trailing twelve months is around 5.82%, less than MEIFX's 7.24% yield.


TTM20252024202320222021202020192018201720162015
RSGRX
Victory RS Growth Fund
5.82%5.25%7.52%0.15%2.33%9.08%9.19%10.65%16.93%5.16%8.44%7.02%
MEIFX
Meridian Enhanced Equity Fund
7.24%7.25%14.61%0.61%9.28%25.44%13.26%40.49%11.67%1.18%0.78%4.24%

Drawdowns

RSGRX vs. MEIFX - Drawdown Comparison

The maximum RSGRX drawdown since its inception was -60.95%, which is greater than MEIFX's maximum drawdown of -54.37%. Use the drawdown chart below to compare losses from any high point for RSGRX and MEIFX.


Loading graphics...

Drawdown Indicators


RSGRXMEIFXDifference

Max Drawdown

Largest peak-to-trough decline

-60.95%

-54.37%

-6.58%

Max Drawdown (1Y)

Largest decline over 1 year

-16.50%

-8.99%

-7.51%

Max Drawdown (5Y)

Largest decline over 5 years

-40.29%

-23.54%

-16.75%

Max Drawdown (10Y)

Largest decline over 10 years

-40.29%

-28.67%

-11.62%

Current Drawdown

Current decline from peak

-13.11%

-5.84%

-7.27%

Average Drawdown

Average peak-to-trough decline

-14.42%

-7.76%

-6.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.64%

2.06%

+2.58%

Volatility

RSGRX vs. MEIFX - Volatility Comparison

Victory RS Growth Fund (RSGRX) has a higher volatility of 7.19% compared to Meridian Enhanced Equity Fund (MEIFX) at 3.99%. This indicates that RSGRX's price experiences larger fluctuations and is considered to be riskier than MEIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


RSGRXMEIFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.19%

3.99%

+3.20%

Volatility (6M)

Calculated over the trailing 6-month period

13.01%

7.32%

+5.69%

Volatility (1Y)

Calculated over the trailing 1-year period

23.32%

14.98%

+8.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.29%

15.95%

+7.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.39%

17.96%

+4.43%