RSINX vs. ATGAX

Last updated Jun 6, 2026

RSINX (Victory RS Investors Fund) and ATGAX (Aquila Opportunity Growth Fund) are both Mid Cap Blend Equities funds. At a 0.10 correlation, their price movements are largely independent. RSINX charges 1.33%/yr vs 1.50%/yr for ATGAX.

Performance

RSINX vs. ATGAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory RS Investors Fund (RSINX) and Aquila Opportunity Growth Fund (ATGAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

RSINX

• 1D: 1.44%
• 1M: -0.79%
• YTD: 6.97%
• 6M: 7.57%
• 1Y: 15.96%
• 3Y*: 14.64%
• 5Y*: 9.47%
• 10Y*: 10.49%

ATGAX

• 1D: 0.30%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

RSINX vs. ATGAX - Yearly Performance Comparison

	2026 (YTD)
RSINX Victory RS Investors Fund	-0.40%
ATGAX Aquila Opportunity Growth Fund	1.96%

Correlation

The correlation between RSINX and ATGAX is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	0.10

Return for Risk

RSINX vs. ATGAX — Risk / Return Rank

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

RSINX

RSINX Risk / Return Rank: 25
RSINX Sharpe Ratio Rank: 23
RSINX Sortino Ratio Rank: 23
RSINX Omega Ratio Rank: 22
RSINX Calmar Ratio Rank: 27
RSINX Martin Ratio Rank: 29

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.

RSINX vs. ATGAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory RS Investors Fund (RSINX) and Aquila Opportunity Growth Fund (ATGAX). 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.

	RSINX	ATGAX	Difference
Sharpe ratio: Return per unit of total volatility	1.32	—	—
Sortino ratio: Return per unit of downside risk	1.94	—	—
Omega ratio: Gain probability vs. loss probability	1.23	—	—
Calmar ratio: Return relative to maximum drawdown	1.83	—	—
Martin ratio: Return relative to average drawdown	6.51	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	RSINX	ATGAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.32	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.50	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.55	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.40	19.18	-18.78

Drawdowns

RSINX vs. ATGAX - Drawdown Comparison

The maximum RSINX drawdown since its inception was -66.11%, which is greater than ATGAX's maximum drawdown of -0.36%. Use the drawdown chart below to compare losses from any high point for RSINX and ATGAX.

Drawdown Indicators

	RSINX	ATGAX	Difference
Max Drawdown Largest peak-to-trough decline	-66.11%	-0.36%	-65.75%
Max Drawdown (1Y) Largest decline over 1 year	-8.64%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-20.23%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-23.08%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-40.86%	—	—
Current Drawdown Current decline from peak	-0.90%	-0.06%	-0.84%
Average Drawdown Average peak-to-trough decline	-10.56%	-0.09%	-10.47%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.43%	—	—

Volatility

Volatility by Period

	RSINX	ATGAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.02%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.40%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	12.00%	9.71%	+2.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.13%	9.71%	+9.42%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.09%	9.71%	+9.38%

RSINX vs. ATGAX - Expense Ratio Comparison

RSINX has a 1.33% expense ratio, which is lower than ATGAX's 1.50% expense ratio.

Dividends

RSINX vs. ATGAX - Dividend Comparison

RSINX's dividend yield for the trailing twelve months is around 4.17%, while ATGAX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
ATGAX Aquila Opportunity Growth Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
RSINX Victory RS Investors Fund	4.17%	4.46%	10.21%	0.77%	4.03%	15.89%	0.30%	4.32%	17.89%	14.37%

Frequently Asked Questions

Can I hold both RSINX and ATGAX in my portfolio?

RSINX and ATGAX have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.