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RSINX vs. RSNRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RSINX vs. RSNRX - Performance Comparison

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

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RSINX vs. RSNRX - 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%
RSNRX
Victory Global Energy Transition Fund
15.83%69.60%15.94%-8.64%35.02%83.01%27.35%-24.49%-45.81%1.02%

Returns By Period

In the year-to-date period, RSINX achieves a -0.24% return, which is significantly lower than RSNRX's 15.83% return. Over the past 10 years, RSINX has underperformed RSNRX with an annualized return of 9.99%, while RSNRX has yielded a comparatively higher 13.86% 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%

RSNRX

1D
-0.89%
1M
1.31%
YTD
15.83%
6M
29.88%
1Y
104.13%
3Y*
27.03%
5Y*
29.83%
10Y*
13.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RSINX vs. RSNRX - Expense Ratio Comparison

RSINX has a 1.33% expense ratio, which is lower than RSNRX's 1.48% expense ratio.


Return for Risk

RSINX vs. RSNRX — 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

RSNRX
RSNRX Risk / Return Rank: 9898
Overall Rank
RSNRX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
RSNRX Sortino Ratio Rank: 9898
Sortino Ratio Rank
RSNRX Omega Ratio Rank: 9797
Omega Ratio Rank
RSNRX Calmar Ratio Rank: 9999
Calmar Ratio Rank
RSNRX Martin Ratio Rank: 9999
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. RSNRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory RS Investors Fund (RSINX) and Victory Global Energy Transition Fund (RSNRX). 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.


RSINXRSNRXDifference

Sharpe ratio

Return per unit of total volatility

0.39

3.95

-3.56

Sortino ratio

Return per unit of downside risk

0.65

4.37

-3.72

Omega ratio

Gain probability vs. loss probability

1.09

1.64

-0.55

Calmar ratio

Return relative to maximum drawdown

0.57

7.42

-6.85

Martin ratio

Return relative to average drawdown

2.18

27.55

-25.37

RSINX vs. RSNRX - Sharpe Ratio Comparison

The current RSINX Sharpe Ratio is 0.39, which is lower than the RSNRX Sharpe Ratio of 3.95. The chart below compares the historical Sharpe Ratios of RSINX and RSNRX, 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


RSINXRSNRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.39

3.95

-3.56

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

1.18

-0.68

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.44

+0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.29

+0.09

Correlation

The correlation between RSINX and RSNRX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

RSINX vs. RSNRX - Dividend Comparison

RSINX's dividend yield for the trailing twelve months is around 4.47%, more than RSNRX's 3.78% yield.


TTM202520242023202220212020201920182017
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%
RSNRX
Victory Global Energy Transition Fund
3.78%4.38%1.65%2.36%0.78%0.00%0.05%0.00%0.00%0.00%

Drawdowns

RSINX vs. RSNRX - Drawdown Comparison

The maximum RSINX drawdown since its inception was -66.11%, smaller than the maximum RSNRX drawdown of -89.73%. Use the drawdown chart below to compare losses from any high point for RSINX and RSNRX.


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Drawdown Indicators


RSINXRSNRXDifference

Max Drawdown

Largest peak-to-trough decline

-66.11%

-89.73%

+23.62%

Max Drawdown (1Y)

Largest decline over 1 year

-11.70%

-11.65%

-0.05%

Max Drawdown (5Y)

Largest decline over 5 years

-23.08%

-25.44%

+2.36%

Max Drawdown (10Y)

Largest decline over 10 years

-40.86%

-84.27%

+43.41%

Current Drawdown

Current decline from peak

-7.11%

-1.53%

-5.58%

Average Drawdown

Average peak-to-trough decline

-10.64%

-26.07%

+15.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.06%

3.87%

-0.81%

Volatility

RSINX vs. RSNRX - Volatility Comparison

The current volatility for Victory RS Investors Fund (RSINX) is 3.69%, while Victory Global Energy Transition Fund (RSNRX) has a volatility of 6.42%. This indicates that RSINX experiences smaller price fluctuations and is considered to be less risky than RSNRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RSINXRSNRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.69%

6.42%

-2.73%

Volatility (6M)

Calculated over the trailing 6-month period

9.23%

19.26%

-10.03%

Volatility (1Y)

Calculated over the trailing 1-year period

15.83%

26.76%

-10.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.18%

25.42%

-6.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.10%

31.80%

-12.70%