RSGRX vs. SWLGX
Compare and contrast key facts about Victory RS Growth Fund (RSGRX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
RSGRX is managed by Victory. It was launched on May 12, 1992. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
RSGRX vs. SWLGX - Performance Comparison
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RSGRX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RSGRX Victory RS Growth Fund | -13.31% | 18.04% | 34.38% | 44.65% | -33.32% | 19.64% | 35.74% | 29.83% | -7.06% | -0.23% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
The year-to-date returns for both investments are quite close, with RSGRX having a -13.31% return and SWLGX slightly higher at -13.06%.
RSGRX
- 1D
- -0.60%
- 1M
- -9.17%
- YTD
- -13.31%
- 6M
- -11.96%
- 1Y
- 14.87%
- 3Y*
- 19.55%
- 5Y*
- 9.65%
- 10Y*
- 13.42%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
- —
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RSGRX vs. SWLGX - Expense Ratio Comparison
RSGRX has a 1.10% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
RSGRX vs. SWLGX — Risk / Return Rank
RSGRX
SWLGX
RSGRX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Growth Fund (RSGRX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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.
| RSGRX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.66 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.09 | 1.10 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.15 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 0.72 | 0.00 |
Martin ratioReturn relative to average drawdown | 2.60 | 2.51 | +0.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RSGRX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.66 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.56 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.68 | -0.19 |
Correlation
The correlation between RSGRX and SWLGX is 0.98, 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. SWLGX - Dividend Comparison
RSGRX's dividend yield for the trailing twelve months is around 6.05%, more than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSGRX Victory RS Growth Fund | 6.05% | 5.25% | 7.52% | 0.15% | 2.33% | 9.08% | 9.19% | 10.65% | 16.93% | 5.16% | 8.44% | 7.02% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
RSGRX vs. SWLGX - Drawdown Comparison
The maximum RSGRX drawdown since its inception was -60.95%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for RSGRX and SWLGX.
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Drawdown Indicators
| RSGRX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.95% | -32.69% | -28.26% |
Max Drawdown (1Y)Largest decline over 1 year | -16.50% | -16.16% | -0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -40.29% | -32.69% | -7.60% |
Max Drawdown (10Y)Largest decline over 10 years | -40.29% | — | — |
Current DrawdownCurrent decline from peak | -16.50% | -16.16% | -0.34% |
Average DrawdownAverage peak-to-trough decline | -14.42% | -7.13% | -7.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.57% | 4.62% | -0.05% |
Volatility
RSGRX vs. SWLGX - Volatility Comparison
Victory RS Growth Fund (RSGRX) has a higher volatility of 5.68% compared to Schwab U.S. Large-Cap Growth Index Fund (SWLGX) at 5.38%. This indicates that RSGRX's price experiences larger fluctuations and is considered to be riskier than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSGRX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.68% | 5.38% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 12.36% | 11.82% | +0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.02% | 22.31% | +0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.23% | 21.47% | +1.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.35% | 22.78% | -0.43% |