RSNYX vs. GOFIX

Last updated Jun 26, 2026

RSNYX (Victory Global Energy Transition Fund Class Y) and GOFIX (GMO Resources Fund) are both Energy Equities funds. Over the past 10 years, RSNYX returned 13.36%/yr vs 12.93%/yr for GOFIX. A 0.76 correlation means they provide meaningful diversification when combined. RSNYX charges 1.15%/yr vs 0.72%/yr for GOFIX.

Performance

RSNYX vs. GOFIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory Global Energy Transition Fund Class Y (RSNYX) and GMO Resources Fund (GOFIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RSNYX achieves a 31.26% return, which is significantly higher than GOFIX's 17.84% return. Both investments have delivered pretty close results over the past 10 years, with RSNYX having a 13.36% annualized return and GOFIX not far behind at 12.93%.

RSNYX

• 1D: -0.28%
• 1M: -4.35%
• YTD: 31.26%
• 6M: 29.85%
• 1Y: 87.19%
• 3Y*: 32.92%
• 5Y*: 28.85%
• 10Y*: 13.36%

GOFIX

• 1D: -1.81%
• 1M: -10.65%
• YTD: 17.84%
• 6M: 17.41%
• 1Y: 50.32%
• 3Y*: 7.13%
• 5Y*: 4.79%
• 10Y*: 12.93%

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

RSNYX vs. GOFIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RSNYX Victory Global Energy Transition Fund Class Y	31.26%	70.14%	16.28%	-8.32%	35.48%	83.62%	27.86%	-24.32%	-45.63%	1.36%
GOFIX GMO Resources Fund	17.84%	23.10%	-17.91%	-1.38%	-0.80%	32.01%	22.47%	20.10%	-6.73%	28.42%

Correlation

The correlation between RSNYX and GOFIX is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.57
Correlation (3Y) Calculated over the trailing 3-year period	0.71
Correlation (5Y) Calculated over the trailing 5-year period	0.77
Correlation (10Y) Calculated over the trailing 10-year period	0.75
Correlation (All Time) Calculated using the full available price history since Jan 3, 2012	0.76

The correlation between RSNYX and GOFIX shifts across timeframes, from 0.57 (1 year) to 0.77 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

RSNYX vs. GOFIX — Risk / Return Rank

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

RSNYX

RSNYX Risk / Return Rank: 96
RSNYX Sharpe Ratio Rank: 99
RSNYX Sortino Ratio Rank: 94
RSNYX Omega Ratio Rank: 91
RSNYX Calmar Ratio Rank: 98
RSNYX Martin Ratio Rank: 97

GOFIX

GOFIX Risk / Return Rank: 83
GOFIX Sharpe Ratio Rank: 85
GOFIX Sortino Ratio Rank: 77
GOFIX Omega Ratio Rank: 73
GOFIX Calmar Ratio Rank: 87
GOFIX Martin Ratio Rank: 95

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.

RSNYX vs. GOFIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory Global Energy Transition Fund Class Y (RSNYX) and GMO Resources Fund (GOFIX). 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.

	RSNYX	GOFIX	Difference
Sharpe ratio: Return per unit of total volatility	3.78	2.38	+1.41
Sortino ratio: Return per unit of downside risk	4.38	3.09	+1.29
Omega ratio: Gain probability vs. loss probability	1.61	1.39	+0.22
Calmar ratio: Return relative to maximum drawdown	7.55	3.68	+3.87
Martin ratio: Return relative to average drawdown	24.26	18.64	+5.62

RSNYX vs. GOFIX - Sharpe Ratio Comparison

The current RSNYX Sharpe Ratio is 3.78, which is higher than the GOFIX Sharpe Ratio of 2.38. The chart below compares the historical Sharpe Ratios of RSNYX and GOFIX, 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

RSNYX vs. GOFIX - Drawdown Comparison

The maximum RSNYX drawdown since its inception was -89.31%, which is greater than GOFIX's maximum drawdown of -51.77%. Use the drawdown chart below to compare losses from any high point for RSNYX and GOFIX.

Drawdown Indicators

	RSNYX	GOFIX	Difference
Max Drawdown Largest peak-to-trough decline	-89.31%	-51.77%	-37.54%
Max Drawdown (1Y) Largest decline over 1 year	-11.65%	-13.36%	+1.71%
Max Drawdown (3Y) Largest decline over 3 years	-25.28%	-41.28%	+16.00%
Max Drawdown (5Y) Largest decline over 5 years	-25.28%	-45.10%	+19.82%
Max Drawdown (10Y) Largest decline over 10 years	-84.10%	-45.98%	-38.12%
Current Drawdown Current decline from peak	-5.53%	-13.36%	+7.83%
Average Drawdown Average peak-to-trough decline	-32.20%	-13.56%	-18.64%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.62%	2.64%	+0.98%

Volatility

RSNYX vs. GOFIX - Volatility Comparison

Victory Global Energy Transition Fund Class Y (RSNYX) and GMO Resources Fund (GOFIX) have volatilities of 6.90% and 7.11%, 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.

Volatility by Period

	RSNYX	GOFIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.90%	7.11%	-0.21%
Volatility (6M) Calculated over the trailing 6-month period	17.03%	15.47%	+1.56%
Volatility (1Y) Calculated over the trailing 1-year period	23.28%	20.71%	+2.57%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.92%	25.33%	-0.41%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.41%	25.20%	+6.21%

RSNYX vs. GOFIX - Expense Ratio Comparison

RSNYX has a 1.15% expense ratio, which is higher than GOFIX's 0.72% expense ratio.

Dividends

RSNYX vs. GOFIX - Dividend Comparison

RSNYX's dividend yield for the trailing twelve months is around 3.34%, less than GOFIX's 3.72% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
GOFIX GMO Resources Fund	3.72%	4.38%	3.01%	5.90%	10.25%	17.81%	3.66%	2.99%	4.06%	3.86%	2.89%	3.30%
RSNYX Victory Global Energy Transition Fund Class Y	3.34%	4.39%	1.89%	2.67%	1.07%	0.04%	0.26%	0.25%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both RSNYX and GOFIX in my portfolio?

RSNYX and GOFIX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RSNYX or GOFIX?

GOFIX has higher volatility (7.11%) compared to RSNYX (6.90%). In terms of maximum drawdown, RSNYX dropped -89.31% vs GOFIX's -51.77%.

Which has better risk-adjusted returns?

RSNYX currently has the higher Sharpe Ratio (3.78 vs 2.38), 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.