RSINX vs. JNVSX
Compare and contrast key facts about Victory RS Investors Fund (RSINX) and Jensen Quality Value Fund (JNVSX).
RSINX is managed by Victory. It was launched on Nov 15, 2005. JNVSX is managed by Jensen. It was launched on Mar 31, 2010.
Performance
RSINX vs. JNVSX - Performance Comparison
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RSINX vs. JNVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
JNVSX Jensen Quality Value Fund | -2.61% | -2.58% | 9.40% | 18.58% | -15.83% | 60.71% | 14.79% | 27.58% | -9.03% | 15.08% |
Returns By Period
In the year-to-date period, RSINX achieves a -0.24% return, which is significantly higher than JNVSX's -2.61% return. Over the past 10 years, RSINX has underperformed JNVSX with an annualized return of 9.99%, while JNVSX has yielded a comparatively higher 10.78% annualized return.
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%
JNVSX
- 1D
- 1.20%
- 1M
- -7.83%
- YTD
- -2.61%
- 6M
- -6.59%
- 1Y
- -2.89%
- 3Y*
- 5.33%
- 5Y*
- 8.67%
- 10Y*
- 10.78%
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RSINX vs. JNVSX - Expense Ratio Comparison
RSINX has a 1.33% expense ratio, which is higher than JNVSX's 1.05% expense ratio.
Return for Risk
RSINX vs. JNVSX — Risk / Return Rank
RSINX
JNVSX
RSINX vs. JNVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Investors Fund (RSINX) and Jensen Quality Value Fund (JNVSX). 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 | JNVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | -0.16 | +0.54 |
Sortino ratioReturn per unit of downside risk | 0.65 | -0.11 | +0.76 |
Omega ratioGain probability vs. loss probability | 1.09 | 0.99 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | -0.16 | +0.73 |
Martin ratioReturn relative to average drawdown | 2.18 | -0.38 | +2.56 |
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
| RSINX | JNVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | -0.16 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.43 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.56 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.57 | -0.19 |
Correlation
The correlation between RSINX and JNVSX is 0.83, 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. JNVSX - Dividend Comparison
RSINX's dividend yield for the trailing twelve months is around 4.47%, less than JNVSX's 11.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
JNVSX Jensen Quality Value Fund | 11.51% | 11.31% | 6.15% | 0.56% | 2.69% | 22.40% | 1.27% | 5.13% | 6.15% | 4.14% | 1.34% | 17.62% |
Drawdowns
RSINX vs. JNVSX - Drawdown Comparison
The maximum RSINX drawdown since its inception was -66.11%, which is greater than JNVSX's maximum drawdown of -34.52%. Use the drawdown chart below to compare losses from any high point for RSINX and JNVSX.
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Drawdown Indicators
| RSINX | JNVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.11% | -34.52% | -31.59% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -10.62% | -1.08% |
Max Drawdown (5Y)Largest decline over 5 years | -23.08% | -24.56% | +1.48% |
Max Drawdown (10Y)Largest decline over 10 years | -40.86% | -34.52% | -6.34% |
Current DrawdownCurrent decline from peak | -7.11% | -10.92% | +3.81% |
Average DrawdownAverage peak-to-trough decline | -10.64% | -5.13% | -5.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 4.49% | -1.43% |
Volatility
RSINX vs. JNVSX - Volatility Comparison
Victory RS Investors Fund (RSINX) and Jensen Quality Value Fund (JNVSX) have volatilities of 3.69% and 3.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSINX | JNVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 3.78% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.23% | 9.33% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 16.24% | -0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.18% | 20.45% | -1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.10% | 19.26% | -0.16% |