RSNRX vs. BIOPX
Compare and contrast key facts about Victory Global Energy Transition Fund (RSNRX) and Baron Opportunity Fund (BIOPX).
RSNRX is managed by Victory. It was launched on Nov 14, 1995. BIOPX is managed by Baron Capital Group, Inc.. It was launched on Feb 29, 2000.
Performance
RSNRX vs. BIOPX - Performance Comparison
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RSNRX vs. BIOPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RSNRX Victory Global Energy Transition Fund | 16.87% | 69.60% | 15.94% | -8.64% | 35.02% | 83.01% | 27.35% | -24.49% | -45.81% | 1.02% |
BIOPX Baron Opportunity Fund | -8.95% | 19.44% | 39.87% | 49.55% | -42.96% | 11.90% | 88.78% | 40.34% | 8.06% | 40.58% |
Returns By Period
In the year-to-date period, RSNRX achieves a 16.87% return, which is significantly higher than BIOPX's -8.95% return. Over the past 10 years, RSNRX has underperformed BIOPX with an annualized return of 13.96%, while BIOPX has yielded a comparatively higher 19.59% annualized return.
RSNRX
- 1D
- 1.28%
- 1M
- 0.26%
- YTD
- 16.87%
- 6M
- 31.78%
- 1Y
- 107.01%
- 3Y*
- 27.41%
- 5Y*
- 30.06%
- 10Y*
- 13.96%
BIOPX
- 1D
- 3.58%
- 1M
- -4.64%
- YTD
- -8.95%
- 6M
- -5.34%
- 1Y
- 22.42%
- 3Y*
- 24.52%
- 5Y*
- 7.16%
- 10Y*
- 19.59%
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RSNRX vs. BIOPX - Expense Ratio Comparison
RSNRX has a 1.48% expense ratio, which is higher than BIOPX's 1.31% expense ratio.
Return for Risk
RSNRX vs. BIOPX — Risk / Return Rank
RSNRX
BIOPX
RSNRX vs. BIOPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Global Energy Transition Fund (RSNRX) and Baron Opportunity Fund (BIOPX). 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.
| RSNRX | BIOPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 4.08 | 0.93 | +3.15 |
Sortino ratioReturn per unit of downside risk | 4.47 | 1.50 | +2.97 |
Omega ratioGain probability vs. loss probability | 1.66 | 1.21 | +0.45 |
Calmar ratioReturn relative to maximum drawdown | 7.33 | 1.64 | +5.68 |
Martin ratioReturn relative to average drawdown | 27.20 | 5.38 | +21.83 |
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
| RSNRX | BIOPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.08 | 0.93 | +3.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.19 | 0.27 | +0.92 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.79 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.38 | -0.09 |
Correlation
The correlation between RSNRX and BIOPX is 0.47, 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
RSNRX vs. BIOPX - Dividend Comparison
RSNRX's dividend yield for the trailing twelve months is around 3.75%, less than BIOPX's 4.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSNRX Victory Global Energy Transition Fund | 3.75% | 4.38% | 1.65% | 2.36% | 0.78% | 0.00% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BIOPX Baron Opportunity Fund | 4.65% | 4.24% | 4.95% | 0.00% | 0.00% | 8.71% | 6.96% | 7.33% | 5.29% | 15.58% | 13.52% | 10.92% |
Drawdowns
RSNRX vs. BIOPX - Drawdown Comparison
The maximum RSNRX drawdown since its inception was -89.73%, which is greater than BIOPX's maximum drawdown of -67.91%. Use the drawdown chart below to compare losses from any high point for RSNRX and BIOPX.
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Drawdown Indicators
| RSNRX | BIOPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.73% | -67.91% | -21.82% |
Max Drawdown (1Y)Largest decline over 1 year | -14.36% | -14.16% | -0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -25.44% | -51.45% | +26.01% |
Max Drawdown (10Y)Largest decline over 10 years | -84.27% | -51.45% | -32.82% |
Current DrawdownCurrent decline from peak | -0.65% | -11.09% | +10.44% |
Average DrawdownAverage peak-to-trough decline | -26.07% | -16.97% | -9.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.87% | 4.33% | -0.46% |
Volatility
RSNRX vs. BIOPX - Volatility Comparison
Victory Global Energy Transition Fund (RSNRX) and Baron Opportunity Fund (BIOPX) have volatilities of 6.66% and 6.73%, 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
| RSNRX | BIOPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.66% | 6.73% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 19.24% | 14.24% | +5.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.79% | 25.54% | +1.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.47% | 26.84% | -1.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.80% | 24.84% | +6.96% |