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RSNRX vs. FSELX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RSNRX vs. FSELX - Performance Comparison

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

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RSNRX vs. FSELX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
FSELX
Fidelity Select Semiconductors Portfolio
7.19%52.17%49.68%78.49%-35.27%59.16%44.33%64.50%-12.01%34.51%

Returns By Period

In the year-to-date period, RSNRX achieves a 16.87% return, which is significantly higher than FSELX's 7.19% return. Over the past 10 years, RSNRX has underperformed FSELX with an annualized return of 13.96%, while FSELX has yielded a comparatively higher 32.33% 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%

FSELX

1D
7.19%
1M
-4.24%
YTD
7.19%
6M
13.70%
1Y
97.02%
3Y*
46.40%
5Y*
31.60%
10Y*
32.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RSNRX vs. FSELX - Expense Ratio Comparison

RSNRX has a 1.48% expense ratio, which is higher than FSELX's 0.68% expense ratio.


Return for Risk

RSNRX vs. FSELX — Risk / Return Rank

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

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

FSELX
FSELX Risk / Return Rank: 9696
Overall Rank
FSELX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
FSELX Sortino Ratio Rank: 9494
Sortino Ratio Rank
FSELX Omega Ratio Rank: 9191
Omega Ratio Rank
FSELX Calmar Ratio Rank: 9898
Calmar Ratio Rank
FSELX Martin Ratio Rank: 9898
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.

RSNRX vs. FSELX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory Global Energy Transition Fund (RSNRX) and Fidelity Select Semiconductors Portfolio (FSELX). 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.


RSNRXFSELXDifference

Sharpe ratio

Return per unit of total volatility

4.08

2.40

+1.68

Sortino ratio

Return per unit of downside risk

4.47

3.02

+1.44

Omega ratio

Gain probability vs. loss probability

1.66

1.43

+0.23

Calmar ratio

Return relative to maximum drawdown

7.33

5.65

+1.68

Martin ratio

Return relative to average drawdown

27.20

22.93

+4.28

RSNRX vs. FSELX - Sharpe Ratio Comparison

The current RSNRX Sharpe Ratio is 4.08, which is higher than the FSELX Sharpe Ratio of 2.40. The chart below compares the historical Sharpe Ratios of RSNRX and FSELX, 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


RSNRXFSELXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.08

2.40

+1.68

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.19

0.82

+0.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

0.93

-0.49

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.50

-0.21

Correlation

The correlation between RSNRX and FSELX is 0.42, 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. FSELX - Dividend Comparison

RSNRX's dividend yield for the trailing twelve months is around 3.75%, less than FSELX's 10.36% yield.


TTM20252024202320222021202020192018201720162015
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%
FSELX
Fidelity Select Semiconductors Portfolio
10.36%11.11%7.97%7.20%6.69%6.99%8.13%3.36%26.80%14.44%3.82%15.22%

Drawdowns

RSNRX vs. FSELX - Drawdown Comparison

The maximum RSNRX drawdown since its inception was -89.73%, which is greater than FSELX's maximum drawdown of -82.54%. Use the drawdown chart below to compare losses from any high point for RSNRX and FSELX.


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Drawdown Indicators


RSNRXFSELXDifference

Max Drawdown

Largest peak-to-trough decline

-89.73%

-82.54%

-7.19%

Max Drawdown (1Y)

Largest decline over 1 year

-14.36%

-17.23%

+2.87%

Max Drawdown (5Y)

Largest decline over 5 years

-25.44%

-46.37%

+20.93%

Max Drawdown (10Y)

Largest decline over 10 years

-84.27%

-46.37%

-37.90%

Current Drawdown

Current decline from peak

-0.65%

-8.22%

+7.57%

Average Drawdown

Average peak-to-trough decline

-26.07%

-28.82%

+2.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.87%

4.24%

-0.37%

Volatility

RSNRX vs. FSELX - Volatility Comparison

The current volatility for Victory Global Energy Transition Fund (RSNRX) is 6.66%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 12.78%. This indicates that RSNRX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RSNRXFSELXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.66%

12.78%

-6.12%

Volatility (6M)

Calculated over the trailing 6-month period

19.24%

25.83%

-6.59%

Volatility (1Y)

Calculated over the trailing 1-year period

26.79%

41.39%

-14.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.47%

38.69%

-13.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.80%

34.78%

-2.98%