RSNRX vs. MLOZX

Last updated Jul 18, 2026

RSNRX (Victory Global Energy Transition Fund) and MLOZX (Cohen & Steers MLP & Energy Opportunity Fund, Inc.) are both Energy Equities funds. A 0.72 correlation means they provide meaningful diversification when combined. RSNRX charges 1.48%/yr vs 0.90%/yr for MLOZX.

Performance

RSNRX vs. MLOZX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory Global Energy Transition Fund (RSNRX) and Cohen & Steers MLP & Energy Opportunity Fund, Inc. (MLOZX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

RSNRX

• 1D: -0.76%
• 1M: -4.43%
• 6M: 19.33%
• YTD: 28.59%
• 1Y: 70.35%
• 3Y*: 28.47%
• 5Y*: 30.91%
• 10Y*: 12.18%

MLOZX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

RSNRX vs. MLOZX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RSNRX Victory Global Energy Transition Fund	28.59%	69.60%	15.94%	-8.64%	35.02%	83.01%	27.35%	-24.49%	-45.81%	1.02%
MLOZX Cohen & Steers MLP & Energy Opportunity Fund, Inc.	32.43%	17.35%	12.16%	10.49%	21.10%	39.09%	-26.70%	12.62%	-13.43%	0.33%

Correlation

The correlation between RSNRX and MLOZX is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.43
Correlation (3Y) Calculated over the trailing 3-year period	0.60
Correlation (5Y) Calculated over the trailing 5-year period	0.69
Correlation (10Y) Calculated over the trailing 10-year period	0.71
Correlation (All Time) Calculated using the full available price history since Dec 23, 2013	0.72

Over the past year, the correlation between RSNRX and MLOZX has dropped to 0.43 - well below their long-term average of 0.72, suggesting their price drivers have been diverging.

Return for Risk

RSNRX vs. MLOZX — Risk / Return Rank

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

RSNRX

RSNRX Risk / Return Rank: 93
RSNRX Sharpe Ratio Rank: 97
RSNRX Sortino Ratio Rank: 87
RSNRX Omega Ratio Rank: 87
RSNRX Calmar Ratio Rank: 97
RSNRX Martin Ratio Rank: 95

MLOZX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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. MLOZX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory Global Energy Transition Fund (RSNRX) and Cohen & Steers MLP & Energy Opportunity Fund, Inc. (MLOZX). 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.

	RSNRX	MLOZX	Difference
Sharpe ratio: Return per unit of total volatility	3.01	—	—
Sortino ratio: Return per unit of downside risk	3.65	—	—
Omega ratio: Gain probability vs. loss probability	1.50	—	—
Calmar ratio: Return relative to maximum drawdown	5.98	—	—
Martin ratio: Return relative to average drawdown	17.35	—	—

Drawdowns

Drawdown Indicators

	RSNRX	MLOZX	Difference
Max Drawdown Largest peak-to-trough decline	-89.73%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-11.65%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-25.44%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-25.44%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-84.27%	—	—
Current Drawdown Current decline from peak	-7.33%	—	—
Average Drawdown Average peak-to-trough decline	-25.85%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	4.01%	—	—

Volatility

Volatility by Period

	RSNRX	MLOZX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.22%	—	—
Volatility (6M) Calculated over the trailing 6-month period	17.11%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	23.19%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.72%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.33%	—	—

RSNRX vs. MLOZX - Expense Ratio Comparison

RSNRX has a 1.48% expense ratio, which is higher than MLOZX's 0.90% expense ratio.

Dividends

RSNRX vs. MLOZX - Dividend Comparison

RSNRX's dividend yield for the trailing twelve months is around 3.41%, more than MLOZX's 1.45% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MLOZX Cohen & Steers MLP & Energy Opportunity Fund, Inc.	1.45%	1.71%	10.24%	4.61%	3.66%	3.08%	6.57%	6.21%	4.44%	3.86%	3.72%	6.05%
RSNRX Victory Global Energy Transition Fund	3.41%	4.38%	1.65%	2.36%	0.78%	0.00%	0.05%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both RSNRX and MLOZX in my portfolio?

RSNRX and MLOZX have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.