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RSNYX vs. IGNAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RSNYX vs. IGNAX - Performance Comparison

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

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RSNYX vs. IGNAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RSNYX
Victory Global Energy Transition Fund Class Y
16.97%70.14%16.28%-8.32%35.48%83.62%27.86%-24.32%-45.63%1.36%
IGNAX
Delaware Ivy Natural Resources Fund
18.54%38.01%-0.56%1.26%17.52%26.06%-12.38%9.24%-23.79%2.89%

Returns By Period

In the year-to-date period, RSNYX achieves a 16.97% return, which is significantly lower than IGNAX's 18.54% return. Over the past 10 years, RSNYX has outperformed IGNAX with an annualized return of 14.33%, while IGNAX has yielded a comparatively lower 8.45% annualized return.


RSNYX

1D
1.29%
1M
0.29%
YTD
16.97%
6M
31.99%
1Y
107.70%
3Y*
27.81%
5Y*
30.50%
10Y*
14.33%

IGNAX

1D
-0.16%
1M
1.63%
YTD
18.54%
6M
26.81%
1Y
59.53%
3Y*
18.45%
5Y*
16.64%
10Y*
8.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RSNYX vs. IGNAX - Expense Ratio Comparison

RSNYX has a 1.15% expense ratio, which is lower than IGNAX's 1.82% expense ratio.


Return for Risk

RSNYX vs. IGNAX — Risk / Return Rank

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

RSNYX
RSNYX Risk / Return Rank: 9898
Overall Rank
RSNYX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
RSNYX Sortino Ratio Rank: 9898
Sortino Ratio Rank
RSNYX Omega Ratio Rank: 9797
Omega Ratio Rank
RSNYX Calmar Ratio Rank: 9999
Calmar Ratio Rank
RSNYX Martin Ratio Rank: 9999
Martin Ratio Rank

IGNAX
IGNAX Risk / Return Rank: 9696
Overall Rank
IGNAX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
IGNAX Sortino Ratio Rank: 9595
Sortino Ratio Rank
IGNAX Omega Ratio Rank: 9494
Omega Ratio Rank
IGNAX Calmar Ratio Rank: 9696
Calmar Ratio Rank
IGNAX 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.

RSNYX vs. IGNAX - Risk-Adjusted Trends Comparison

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


RSNYXIGNAXDifference

Sharpe ratio

Return per unit of total volatility

4.10

2.75

+1.35

Sortino ratio

Return per unit of downside risk

4.48

3.29

+1.20

Omega ratio

Gain probability vs. loss probability

1.66

1.51

+0.15

Calmar ratio

Return relative to maximum drawdown

7.39

3.97

+3.42

Martin ratio

Return relative to average drawdown

27.44

21.30

+6.13

RSNYX vs. IGNAX - Sharpe Ratio Comparison

The current RSNYX Sharpe Ratio is 4.10, which is higher than the IGNAX Sharpe Ratio of 2.75. The chart below compares the historical Sharpe Ratios of RSNYX and IGNAX, 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


RSNYXIGNAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.10

2.75

+1.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.21

0.76

+0.44

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

0.38

+0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.12

0.22

-0.09

Correlation

The correlation between RSNYX and IGNAX is 0.86, 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

RSNYX vs. IGNAX - Dividend Comparison

RSNYX's dividend yield for the trailing twelve months is around 3.75%, while IGNAX has not paid dividends to shareholders.


TTM2025202420232022202120202019201820172016
RSNYX
Victory Global Energy Transition Fund Class Y
3.75%4.39%1.89%2.67%1.07%0.04%0.26%0.25%0.00%0.00%0.00%
IGNAX
Delaware Ivy Natural Resources Fund
0.00%0.00%5.68%1.94%2.02%2.30%0.29%1.75%0.00%0.00%0.06%

Drawdowns

RSNYX vs. IGNAX - Drawdown Comparison

The maximum RSNYX drawdown since its inception was -89.31%, which is greater than IGNAX's maximum drawdown of -77.49%. Use the drawdown chart below to compare losses from any high point for RSNYX and IGNAX.


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Drawdown Indicators


RSNYXIGNAXDifference

Max Drawdown

Largest peak-to-trough decline

-89.31%

-77.49%

-11.82%

Max Drawdown (1Y)

Largest decline over 1 year

-14.33%

-11.16%

-3.17%

Max Drawdown (5Y)

Largest decline over 5 years

-25.28%

-24.79%

-0.49%

Max Drawdown (10Y)

Largest decline over 10 years

-84.10%

-57.95%

-26.15%

Current Drawdown

Current decline from peak

-0.60%

-9.38%

+8.78%

Average Drawdown

Average peak-to-trough decline

-32.59%

-35.83%

+3.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.86%

2.90%

+0.96%

Volatility

RSNYX vs. IGNAX - Volatility Comparison

Victory Global Energy Transition Fund Class Y (RSNYX) has a higher volatility of 6.67% compared to Delaware Ivy Natural Resources Fund (IGNAX) at 4.70%. This indicates that RSNYX's price experiences larger fluctuations and is considered to be riskier than IGNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RSNYXIGNAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.67%

4.70%

+1.97%

Volatility (6M)

Calculated over the trailing 6-month period

19.26%

14.81%

+4.45%

Volatility (1Y)

Calculated over the trailing 1-year period

26.82%

22.32%

+4.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.49%

21.98%

+3.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.79%

22.58%

+9.21%