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RSINX vs. KMVAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RSINX vs. KMVAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory RS Investors Fund (RSINX) and Kirr Marbach Partners Value Fund (KMVAX). The values are adjusted to include any dividend payments, if applicable.

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RSINX vs. KMVAX - 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%
KMVAX
Kirr Marbach Partners Value Fund
1.97%14.44%27.82%20.42%-16.01%28.83%2.96%27.03%-19.72%16.12%

Returns By Period

In the year-to-date period, RSINX achieves a -0.24% return, which is significantly lower than KMVAX's 1.97% return. Both investments have delivered pretty close results over the past 10 years, with RSINX having a 9.99% annualized return and KMVAX not far ahead at 10.26%.


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%

KMVAX

1D
3.26%
1M
-6.04%
YTD
1.97%
6M
-2.72%
1Y
23.05%
3Y*
18.99%
5Y*
11.56%
10Y*
10.26%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RSINX vs. KMVAX - Expense Ratio Comparison

RSINX has a 1.33% expense ratio, which is lower than KMVAX's 1.45% expense ratio.


Return for Risk

RSINX vs. KMVAX — 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

KMVAX
KMVAX Risk / Return Rank: 6767
Overall Rank
KMVAX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
KMVAX Sortino Ratio Rank: 6767
Sortino Ratio Rank
KMVAX Omega Ratio Rank: 6060
Omega Ratio Rank
KMVAX Calmar Ratio Rank: 8383
Calmar Ratio Rank
KMVAX Martin Ratio Rank: 6060
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. KMVAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory RS Investors Fund (RSINX) and Kirr Marbach Partners Value Fund (KMVAX). 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.


RSINXKMVAXDifference

Sharpe ratio

Return per unit of total volatility

0.39

1.20

-0.81

Sortino ratio

Return per unit of downside risk

0.65

1.79

-1.14

Omega ratio

Gain probability vs. loss probability

1.09

1.25

-0.16

Calmar ratio

Return relative to maximum drawdown

0.57

2.17

-1.60

Martin ratio

Return relative to average drawdown

2.18

6.23

-4.05

RSINX vs. KMVAX - Sharpe Ratio Comparison

The current RSINX Sharpe Ratio is 0.39, which is lower than the KMVAX Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of RSINX and KMVAX, 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


RSINXKMVAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.39

1.20

-0.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

0.63

-0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.51

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.40

-0.02

Correlation

The correlation between RSINX and KMVAX is 0.86, 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. KMVAX - Dividend Comparison

RSINX's dividend yield for the trailing twelve months is around 4.47%, less than KMVAX's 5.19% 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%
KMVAX
Kirr Marbach Partners Value Fund
5.19%5.30%7.58%3.35%3.57%3.72%1.35%2.11%9.38%6.87%5.64%0.34%

Drawdowns

RSINX vs. KMVAX - Drawdown Comparison

The maximum RSINX drawdown since its inception was -66.11%, roughly equal to the maximum KMVAX drawdown of -65.81%. Use the drawdown chart below to compare losses from any high point for RSINX and KMVAX.


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Drawdown Indicators


RSINXKMVAXDifference

Max Drawdown

Largest peak-to-trough decline

-66.11%

-65.81%

-0.30%

Max Drawdown (1Y)

Largest decline over 1 year

-11.70%

-11.33%

-0.37%

Max Drawdown (5Y)

Largest decline over 5 years

-23.08%

-24.84%

+1.76%

Max Drawdown (10Y)

Largest decline over 10 years

-40.86%

-45.41%

+4.55%

Current Drawdown

Current decline from peak

-7.11%

-6.82%

-0.29%

Average Drawdown

Average peak-to-trough decline

-10.64%

-10.04%

-0.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.06%

3.95%

-0.89%

Volatility

RSINX vs. KMVAX - Volatility Comparison

The current volatility for Victory RS Investors Fund (RSINX) is 3.69%, while Kirr Marbach Partners Value Fund (KMVAX) has a volatility of 6.55%. This indicates that RSINX experiences smaller price fluctuations and is considered to be less risky than KMVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RSINXKMVAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.69%

6.55%

-2.86%

Volatility (6M)

Calculated over the trailing 6-month period

9.23%

12.31%

-3.08%

Volatility (1Y)

Calculated over the trailing 1-year period

15.83%

20.21%

-4.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.18%

18.30%

+0.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.10%

20.10%

-1.00%