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RSINX vs. GTSGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RSINX vs. GTSGX - Performance Comparison

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

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RSINX vs. GTSGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RSINX
Victory RS Investors Fund
-0.24%6.39%20.81%13.18%-2.02%25.73%-1.68%28.02%-9.55%16.36%
GTSGX
Madison Mid Cap Fund
-4.35%1.62%10.24%26.51%-13.60%26.31%9.45%33.53%-1.60%15.65%

Returns By Period

In the year-to-date period, RSINX achieves a -0.24% return, which is significantly higher than GTSGX's -4.35% return. Both investments have delivered pretty close results over the past 10 years, with RSINX having a 9.99% annualized return and GTSGX not far ahead at 10.15%.


RSINX

1D
1.67%
1M
-6.00%
YTD
-0.24%
6M
3.14%
1Y
5.87%
3Y*
12.48%
5Y*
9.55%
10Y*
9.99%

GTSGX

1D
2.26%
1M
-6.95%
YTD
-4.35%
6M
-5.69%
1Y
1.28%
3Y*
8.80%
5Y*
6.79%
10Y*
10.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RSINX vs. GTSGX - Expense Ratio Comparison

RSINX has a 1.33% expense ratio, which is higher than GTSGX's 0.95% expense ratio.


Return for Risk

RSINX vs. GTSGX — Risk / Return Rank

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

RSINX
RSINX Risk / Return Rank: 1313
Overall Rank
RSINX Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
RSINX Sortino Ratio Rank: 1111
Sortino Ratio Rank
RSINX Omega Ratio Rank: 1111
Omega Ratio Rank
RSINX Calmar Ratio Rank: 1515
Calmar Ratio Rank
RSINX Martin Ratio Rank: 1717
Martin Ratio Rank

GTSGX
GTSGX Risk / Return Rank: 66
Overall Rank
GTSGX Sharpe Ratio Rank: 55
Sharpe Ratio Rank
GTSGX Sortino Ratio Rank: 66
Sortino Ratio Rank
GTSGX Omega Ratio Rank: 66
Omega Ratio Rank
GTSGX Calmar Ratio Rank: 88
Calmar Ratio Rank
GTSGX Martin Ratio Rank: 88
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.

RSINX vs. GTSGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory RS Investors Fund (RSINX) and Madison Mid Cap Fund (GTSGX). 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.


RSINXGTSGXDifference

Sharpe ratio

Return per unit of total volatility

0.39

0.07

+0.31

Sortino ratio

Return per unit of downside risk

0.65

0.25

+0.40

Omega ratio

Gain probability vs. loss probability

1.09

1.03

+0.06

Calmar ratio

Return relative to maximum drawdown

0.57

0.16

+0.41

Martin ratio

Return relative to average drawdown

2.18

0.47

+1.71

RSINX vs. GTSGX - Sharpe Ratio Comparison

The current RSINX Sharpe Ratio is 0.39, which is higher than the GTSGX Sharpe Ratio of 0.07. The chart below compares the historical Sharpe Ratios of RSINX and GTSGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RSINXGTSGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.39

0.07

+0.31

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

0.39

+0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.57

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.14

+0.24

Correlation

The correlation between RSINX and GTSGX is 0.85, 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

RSINX vs. GTSGX - Dividend Comparison

RSINX's dividend yield for the trailing twelve months is around 4.47%, more than GTSGX's 3.52% yield.


TTM20252024202320222021202020192018201720162015
RSINX
Victory RS Investors Fund
4.47%4.46%10.21%0.77%4.03%15.89%0.30%4.32%17.89%14.37%0.00%0.00%
GTSGX
Madison Mid Cap Fund
3.52%3.37%5.76%1.25%1.96%4.38%3.43%3.74%7.57%3.58%4.34%6.09%

Drawdowns

RSINX vs. GTSGX - Drawdown Comparison

The maximum RSINX drawdown since its inception was -66.11%, smaller than the maximum GTSGX drawdown of -73.82%. Use the drawdown chart below to compare losses from any high point for RSINX and GTSGX.


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Drawdown Indicators


RSINXGTSGXDifference

Max Drawdown

Largest peak-to-trough decline

-66.11%

-73.82%

+7.71%

Max Drawdown (1Y)

Largest decline over 1 year

-11.70%

-11.99%

+0.29%

Max Drawdown (5Y)

Largest decline over 5 years

-23.08%

-21.94%

-1.14%

Max Drawdown (10Y)

Largest decline over 10 years

-40.86%

-38.25%

-2.61%

Current Drawdown

Current decline from peak

-7.11%

-10.00%

+2.89%

Average Drawdown

Average peak-to-trough decline

-10.64%

-29.79%

+19.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.06%

4.07%

-1.01%

Volatility

RSINX vs. GTSGX - Volatility Comparison

The current volatility for Victory RS Investors Fund (RSINX) is 3.69%, while Madison Mid Cap Fund (GTSGX) has a volatility of 4.73%. This indicates that RSINX experiences smaller price fluctuations and is considered to be less risky than GTSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RSINXGTSGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.69%

4.73%

-1.04%

Volatility (6M)

Calculated over the trailing 6-month period

9.23%

10.17%

-0.94%

Volatility (1Y)

Calculated over the trailing 1-year period

15.83%

19.05%

-3.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.18%

17.36%

+1.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.10%

18.01%

+1.09%