RSMOX vs. SSMGX

Last updated Jun 26, 2026

RSMOX (Victory RS Mid Cap Growth Fund) and SSMGX (SIT Small Cap Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, RSMOX returned 8.99%/yr vs 11.80%/yr for SSMGX. Their correlation of 0.90 suggests significant overlap in exposure. RSMOX charges 1.20%/yr vs 1.50%/yr for SSMGX.

Performance

RSMOX vs. SSMGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory RS Mid Cap Growth Fund (RSMOX) and SIT Small Cap Growth Fund (SSMGX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RSMOX achieves a 9.91% return, which is significantly lower than SSMGX's 19.16% return. Over the past 10 years, RSMOX has underperformed SSMGX with an annualized return of 8.99%, while SSMGX has yielded a comparatively higher 11.80% annualized return.

RSMOX

• 1D: 0.61%
• 1M: 1.73%
• YTD: 9.91%
• 6M: 7.68%
• 1Y: 13.10%
• 3Y*: 15.25%
• 5Y*: 1.65%
• 10Y*: 8.99%

SSMGX

• 1D: 0.41%
• 1M: 0.47%
• YTD: 19.16%
• 6M: 16.51%
• 1Y: 33.68%
• 3Y*: 17.04%
• 5Y*: 5.65%
• 10Y*: 11.80%

*Multi-year figures are annualized to reflect compound growth (CAGR)

RSMOX vs. SSMGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RSMOX Victory RS Mid Cap Growth Fund	9.91%	6.26%	23.99%	17.91%	-34.69%	3.85%	34.51%	28.06%	-7.57%	20.87%
SSMGX SIT Small Cap Growth Fund	19.16%	9.40%	13.42%	16.93%	-25.59%	15.80%	35.97%	29.19%	-10.88%	15.69%

Correlation

The correlation between RSMOX and SSMGX is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.83
Correlation (3Y) Calculated over the trailing 3-year period	0.86
Correlation (5Y) Calculated over the trailing 5-year period	0.89
Correlation (10Y) Calculated over the trailing 10-year period	0.90
Correlation (All Time) Calculated using the full available price history since Jan 2, 1996	0.90

The correlation between RSMOX and SSMGX has been stable across timeframes, ranging from 0.83 to 0.90 - a consistent structural relationship.

Return for Risk

RSMOX vs. SSMGX — Risk / Return Rank

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

RSMOX

RSMOX Risk / Return Rank: 12
RSMOX Sharpe Ratio Rank: 10
RSMOX Sortino Ratio Rank: 11
RSMOX Omega Ratio Rank: 10
RSMOX Calmar Ratio Rank: 13
RSMOX Martin Ratio Rank: 15

SSMGX

SSMGX Risk / Return Rank: 64
SSMGX Sharpe Ratio Rank: 54
SSMGX Sortino Ratio Rank: 52
SSMGX Omega Ratio Rank: 50
SSMGX Calmar Ratio Rank: 83
SSMGX Martin Ratio Rank: 79

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.

RSMOX vs. SSMGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory RS Mid Cap Growth Fund (RSMOX) and SIT Small Cap Growth Fund (SSMGX). 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.

	RSMOX	SSMGX	Difference
Sharpe ratio: Return per unit of total volatility	0.64	1.78	-1.15
Sortino ratio: Return per unit of downside risk	1.01	2.47	-1.46
Omega ratio: Gain probability vs. loss probability	1.12	1.31	-0.19
Calmar ratio: Return relative to maximum drawdown	0.95	3.33	-2.38
Martin ratio: Return relative to average drawdown	3.30	12.34	-9.04

RSMOX vs. SSMGX - Sharpe Ratio Comparison

The current RSMOX Sharpe Ratio is 0.64, which is lower than the SSMGX Sharpe Ratio of 1.78. The chart below compares the historical Sharpe Ratios of RSMOX and SSMGX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RSMOX vs. SSMGX - Drawdown Comparison

The maximum RSMOX drawdown since its inception was -63.76%, roughly equal to the maximum SSMGX drawdown of -65.75%. Use the drawdown chart below to compare losses from any high point for RSMOX and SSMGX.

Drawdown Indicators

	RSMOX	SSMGX	Difference
Max Drawdown Largest peak-to-trough decline	-63.76%	-65.75%	+1.99%
Max Drawdown (1Y) Largest decline over 1 year	-12.78%	-10.05%	-2.73%
Max Drawdown (3Y) Largest decline over 3 years	-28.67%	-26.67%	-2.00%
Max Drawdown (5Y) Largest decline over 5 years	-52.51%	-34.37%	-18.14%
Max Drawdown (10Y) Largest decline over 10 years	-52.51%	-35.72%	-16.79%
Current Drawdown Current decline from peak	-15.57%	-1.84%	-13.73%
Average Drawdown Average peak-to-trough decline	-18.90%	-19.01%	+0.11%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.67%	2.71%	+0.96%

Volatility

RSMOX vs. SSMGX - Volatility Comparison

Victory RS Mid Cap Growth Fund (RSMOX) has a higher volatility of 7.44% compared to SIT Small Cap Growth Fund (SSMGX) at 6.94%. This indicates that RSMOX's price experiences larger fluctuations and is considered to be riskier than SSMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RSMOX	SSMGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.44%	6.94%	+0.50%
Volatility (6M) Calculated over the trailing 6-month period	15.57%	14.83%	+0.74%
Volatility (1Y) Calculated over the trailing 1-year period	19.21%	18.85%	+0.36%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.43%	21.99%	+8.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.53%	21.61%	+4.92%

RSMOX vs. SSMGX - Expense Ratio Comparison

RSMOX has a 1.20% expense ratio, which is lower than SSMGX's 1.50% expense ratio.

Dividends

RSMOX vs. SSMGX - Dividend Comparison

RSMOX has not paid dividends to shareholders, while SSMGX's dividend yield for the trailing twelve months is around 4.60%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RSMOX Victory RS Mid Cap Growth Fund	0.00%	0.00%	0.00%	0.00%	4.43%	38.37%	4.10%	0.00%	19.42%	0.00%	0.00%	0.00%
SSMGX SIT Small Cap Growth Fund	4.60%	5.48%	4.69%	3.13%	1.73%	15.89%	3.44%	3.14%	9.80%	6.81%	0.17%	10.68%

Frequently Asked Questions

Can I hold both RSMOX and SSMGX in my portfolio?

RSMOX and SSMGX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RSMOX or SSMGX?

RSMOX has higher volatility (7.44%) compared to SSMGX (6.94%). In terms of maximum drawdown, RSMOX dropped -63.76% vs SSMGX's -65.75%.

Which has better risk-adjusted returns?

SSMGX currently has the higher Sharpe Ratio (1.78 vs 0.64), 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.