RSINX vs. LLSCX
RSINX (Victory RS Investors Fund) and LLSCX (Longleaf Partners Small-Cap Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, RSINX returned 10.77%/yr vs 5.79%/yr for LLSCX. A 0.79 correlation means they provide meaningful diversification when combined. RSINX charges 1.33%/yr vs 0.95%/yr for LLSCX.
Performance
RSINX vs. LLSCX - Performance Comparison
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Returns By Period
In the year-to-date period, RSINX achieves a 12.55% return, which is significantly higher than LLSCX's -3.27% return. Over the past 10 years, RSINX has outperformed LLSCX with an annualized return of 10.77%, while LLSCX has yielded a comparatively lower 5.79% annualized return.
RSINX
- 1D
- 1.37%
- 1M
- 5.16%
- 6M
- 8.60%
- YTD
- 12.55%
- 1Y
- 18.36%
- 3Y*
- 15.53%
- 5Y*
- 12.05%
- 10Y*
- 10.77%
LLSCX
- 1D
- 2.14%
- 1M
- 4.15%
- 6M
- -5.92%
- YTD
- -3.27%
- 1Y
- -2.64%
- 3Y*
- 6.77%
- 5Y*
- 2.18%
- 10Y*
- 5.79%
RSINX vs. LLSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RSINX Victory RS Investors Fund | 12.55% | 6.39% | 20.81% | 13.18% | -2.02% | 25.73% | -1.68% | 28.02% | -9.55% | 16.36% |
LLSCX Longleaf Partners Small-Cap Fund | -3.27% | 7.56% | 9.69% | 20.17% | -19.25% | 11.18% | 4.17% | 27.74% | -6.52% | 9.07% |
Correlation
The correlation between RSINX and LLSCX is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.77 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2006 | 0.79 |
The correlation between RSINX and LLSCX has been stable across timeframes, ranging from 0.70 to 0.79 - a consistent structural relationship.
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Return for Risk
RSINX vs. LLSCX — Risk / Return Rank
RSINX
LLSCX
RSINX vs. LLSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Investors Fund (RSINX) and Longleaf Partners Small-Cap Fund (LLSCX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RSINX | LLSCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.81 | ||
| Sortino ratioReturn per unit of downside risk | +2.56 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 0.98 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 2.25 | -0.21 | +2.46 |
| Martin ratioReturn relative to average drawdown | 8.00 | -0.42 | +8.42 |
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Drawdowns
RSINX vs. LLSCX - Drawdown Comparison
The maximum RSINX drawdown since its inception was -66.11%, roughly equal to the maximum LLSCX drawdown of -63.97%. Use the drawdown chart below to compare losses from any high point for RSINX and LLSCX.
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Drawdown Indicators
| RSINX | LLSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.11% | -63.97% | -2.14% |
Max Drawdown (1Y)Largest decline over 1 year | -8.64% | -11.44% | +2.80% |
Max Drawdown (3Y)Largest decline over 3 years | -20.23% | -15.40% | -4.83% |
Max Drawdown (5Y)Largest decline over 5 years | -23.08% | -26.67% | +3.59% |
Max Drawdown (10Y)Largest decline over 10 years | -40.86% | -42.23% | +1.37% |
Current DrawdownCurrent decline from peak | 0.00% | -7.53% | +7.53% |
Average DrawdownAverage peak-to-trough decline | -10.50% | -8.90% | -1.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 5.57% | -3.14% |
Volatility
RSINX vs. LLSCX - Volatility Comparison
The current volatility for Victory RS Investors Fund (RSINX) is 2.90%, while Longleaf Partners Small-Cap Fund (LLSCX) has a volatility of 4.93%. This indicates that RSINX experiences smaller price fluctuations and is considered to be less risky than LLSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSINX | LLSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.90% | 4.93% | -2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 8.25% | 9.70% | -1.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.92% | 13.11% | -1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.03% | 17.00% | +2.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.04% | 24.55% | -5.51% |
RSINX vs. LLSCX - Expense Ratio Comparison
RSINX has a 1.33% expense ratio, which is higher than LLSCX's 0.95% expense ratio.
Dividends
RSINX vs. LLSCX - Dividend Comparison
RSINX's dividend yield for the trailing twelve months is around 3.96%, more than LLSCX's 1.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLSCX Longleaf Partners Small-Cap Fund | 1.21% | 1.17% | 0.11% | 0.94% | 1.20% | 0.82% | 5.85% | 14.89% | 18.13% | 8.43% | 18.01% | 5.91% |
RSINX Victory RS Investors Fund | 3.96% | 4.46% | 10.21% | 0.77% | 4.03% | 15.89% | 0.30% | 4.32% | 17.89% | 14.37% | 0.00% | 0.00% |
Frequently Asked Questions
RSINX and LLSCX have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LLSCX has higher volatility (4.93%) compared to RSINX (2.90%). In terms of maximum drawdown, RSINX dropped -66.11% vs LLSCX's -63.97%.
RSINX currently has the higher Sharpe Ratio (1.63 vs -0.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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