RSNRX vs. IEYYX
Compare and contrast key facts about Victory Global Energy Transition Fund (RSNRX) and Delaware Ivy Energy Fund (IEYYX).
RSNRX is managed by Victory. It was launched on Nov 14, 1995. IEYYX is managed by Ivy Funds. It was launched on Apr 2, 2006.
Performance
RSNRX vs. IEYYX - Performance Comparison
Loading graphics...
RSNRX vs. IEYYX - 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% |
IEYYX Delaware Ivy Energy Fund | 14.61% | 22.56% | -3.60% | -4.08% | 41.14% | 43.34% | -38.68% | 4.25% | -34.47% | -12.98% |
Returns By Period
In the year-to-date period, RSNRX achieves a 16.87% return, which is significantly higher than IEYYX's 14.61% return. Over the past 10 years, RSNRX has outperformed IEYYX with an annualized return of 13.96%, while IEYYX has yielded a comparatively lower 2.58% 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%
IEYYX
- 1D
- 1.69%
- 1M
- 1.28%
- YTD
- 14.61%
- 6M
- 21.45%
- 1Y
- 43.15%
- 3Y*
- 9.29%
- 5Y*
- 15.94%
- 10Y*
- 2.58%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RSNRX vs. IEYYX - Expense Ratio Comparison
RSNRX has a 1.48% expense ratio, which is higher than IEYYX's 1.28% expense ratio.
Return for Risk
RSNRX vs. IEYYX — Risk / Return Rank
RSNRX
IEYYX
RSNRX vs. IEYYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Global Energy Transition Fund (RSNRX) and Delaware Ivy Energy Fund (IEYYX). 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 | IEYYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 4.08 | 2.72 | +1.36 |
Sortino ratioReturn per unit of downside risk | 4.47 | 3.48 | +0.99 |
Omega ratioGain probability vs. loss probability | 1.66 | 1.52 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 7.33 | 3.54 | +3.79 |
Martin ratioReturn relative to average drawdown | 27.20 | 19.41 | +7.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RSNRX | IEYYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.08 | 2.72 | +1.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.19 | 0.72 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.08 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.05 | +0.24 |
Correlation
The correlation between RSNRX and IEYYX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RSNRX vs. IEYYX - Dividend Comparison
RSNRX's dividend yield for the trailing twelve months is around 3.75%, more than IEYYX's 0.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
IEYYX Delaware Ivy Energy Fund | 0.76% | 0.87% | 0.91% | 2.37% | 1.33% | 1.49% | 2.17% | 0.00% | 0.00% | 0.36% |
Drawdowns
RSNRX vs. IEYYX - Drawdown Comparison
The maximum RSNRX drawdown since its inception was -89.73%, which is greater than IEYYX's maximum drawdown of -85.16%. Use the drawdown chart below to compare losses from any high point for RSNRX and IEYYX.
Loading graphics...
Drawdown Indicators
| RSNRX | IEYYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.73% | -85.16% | -4.57% |
Max Drawdown (1Y)Largest decline over 1 year | -14.36% | -11.93% | -2.43% |
Max Drawdown (5Y)Largest decline over 5 years | -25.44% | -30.43% | +4.99% |
Max Drawdown (10Y)Largest decline over 10 years | -84.27% | -81.45% | -2.82% |
Current DrawdownCurrent decline from peak | -0.65% | -25.93% | +25.28% |
Average DrawdownAverage peak-to-trough decline | -26.07% | -35.27% | +9.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.87% | 2.17% | +1.70% |
Volatility
RSNRX vs. IEYYX - Volatility Comparison
Victory Global Energy Transition Fund (RSNRX) has a higher volatility of 6.66% compared to Delaware Ivy Energy Fund (IEYYX) at 4.56%. This indicates that RSNRX's price experiences larger fluctuations and is considered to be riskier than IEYYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RSNRX | IEYYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.66% | 4.56% | +2.10% |
Volatility (6M)Calculated over the trailing 6-month period | 19.24% | 9.81% | +9.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.79% | 16.32% | +10.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.47% | 22.30% | +3.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.80% | 31.00% | +0.80% |