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RSNYX vs. OEPIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RSNYX vs. OEPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory Global Energy Transition Fund Class Y (RSNYX) and Oil Equipment & Services UltraSector ProFund (OEPIX). The values are adjusted to include any dividend payments, if applicable.

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RSNYX vs. OEPIX - 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%
OEPIX
Oil Equipment & Services UltraSector ProFund
67.38%-1.85%-15.41%-3.76%88.50%14.90%-91.88%-4.45%-58.58%-22.70%

Returns By Period

In the year-to-date period, RSNYX achieves a 16.97% return, which is significantly lower than OEPIX's 67.38% return. Over the past 10 years, RSNYX has outperformed OEPIX with an annualized return of 14.33%, while OEPIX has yielded a comparatively lower -20.13% 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%

OEPIX

1D
1.29%
1M
4.15%
YTD
67.38%
6M
92.98%
1Y
88.79%
3Y*
16.24%
5Y*
16.69%
10Y*
-20.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RSNYX vs. OEPIX - Expense Ratio Comparison

RSNYX has a 1.15% expense ratio, which is lower than OEPIX's 1.65% expense ratio.


Return for Risk

RSNYX vs. OEPIX — 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

OEPIX
OEPIX Risk / Return Rank: 7474
Overall Rank
OEPIX Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
OEPIX Sortino Ratio Rank: 7575
Sortino Ratio Rank
OEPIX Omega Ratio Rank: 7373
Omega Ratio Rank
OEPIX Calmar Ratio Rank: 8585
Calmar Ratio Rank
OEPIX Martin Ratio Rank: 5656
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. OEPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory Global Energy Transition Fund Class Y (RSNYX) and Oil Equipment & Services UltraSector ProFund (OEPIX). 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.


RSNYXOEPIXDifference

Sharpe ratio

Return per unit of total volatility

4.10

1.56

+2.54

Sortino ratio

Return per unit of downside risk

4.48

2.00

+2.48

Omega ratio

Gain probability vs. loss probability

1.66

1.30

+0.36

Calmar ratio

Return relative to maximum drawdown

7.39

2.36

+5.03

Martin ratio

Return relative to average drawdown

27.44

6.09

+21.35

RSNYX vs. OEPIX - Sharpe Ratio Comparison

The current RSNYX Sharpe Ratio is 4.10, which is higher than the OEPIX Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of RSNYX and OEPIX, 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


RSNYXOEPIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.10

1.56

+2.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.21

0.29

+0.91

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

-0.30

+0.76

Sharpe Ratio (All Time)

Calculated using the full available price history

0.12

-0.25

+0.37

Correlation

The correlation between RSNYX and OEPIX is 0.77, 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. OEPIX - Dividend Comparison

RSNYX's dividend yield for the trailing twelve months is around 3.75%, more than OEPIX's 0.52% yield.


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%
OEPIX
Oil Equipment & Services UltraSector ProFund
0.52%0.87%0.00%0.00%0.00%0.00%0.16%0.00%2.56%2.36%0.05%

Drawdowns

RSNYX vs. OEPIX - Drawdown Comparison

The maximum RSNYX drawdown since its inception was -89.31%, smaller than the maximum OEPIX drawdown of -99.30%. Use the drawdown chart below to compare losses from any high point for RSNYX and OEPIX.


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Drawdown Indicators


RSNYXOEPIXDifference

Max Drawdown

Largest peak-to-trough decline

-89.31%

-99.30%

+9.99%

Max Drawdown (1Y)

Largest decline over 1 year

-14.33%

-39.36%

+25.03%

Max Drawdown (5Y)

Largest decline over 5 years

-25.28%

-65.50%

+40.22%

Max Drawdown (10Y)

Largest decline over 10 years

-84.10%

-97.79%

+13.69%

Current Drawdown

Current decline from peak

-0.60%

-97.83%

+97.23%

Average Drawdown

Average peak-to-trough decline

-32.59%

-71.84%

+39.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.86%

15.28%

-11.42%

Volatility

RSNYX vs. OEPIX - Volatility Comparison

The current volatility for Victory Global Energy Transition Fund Class Y (RSNYX) is 6.67%, while Oil Equipment & Services UltraSector ProFund (OEPIX) has a volatility of 11.62%. This indicates that RSNYX experiences smaller price fluctuations and is considered to be less risky than OEPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RSNYXOEPIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.67%

11.62%

-4.95%

Volatility (6M)

Calculated over the trailing 6-month period

19.26%

33.02%

-13.76%

Volatility (1Y)

Calculated over the trailing 1-year period

26.82%

60.04%

-33.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.49%

57.70%

-32.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.79%

66.60%

-34.81%