RSNYX vs. VGELX
Compare and contrast key facts about Victory Global Energy Transition Fund Class Y (RSNYX) and Vanguard Energy Fund Admiral Shares (VGELX).
RSNYX is an actively managed fund by Victory. It was launched on May 1, 2007. VGELX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
RSNYX vs. VGELX - Performance Comparison
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RSNYX vs. VGELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
VGELX Vanguard Energy Fund Admiral Shares | 22.79% | 20.76% | 30.46% | 8.87% | 23.70% | 27.80% | -30.80% | 13.32% | -17.12% | 3.31% |
Returns By Period
In the year-to-date period, RSNYX achieves a 16.97% return, which is significantly lower than VGELX's 22.79% return. Over the past 10 years, RSNYX has outperformed VGELX with an annualized return of 14.33%, while VGELX has yielded a comparatively lower 10.84% 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%
VGELX
- 1D
- -1.07%
- 1M
- 4.61%
- YTD
- 22.79%
- 6M
- 27.92%
- 1Y
- 33.78%
- 3Y*
- 28.68%
- 5Y*
- 24.29%
- 10Y*
- 10.84%
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RSNYX vs. VGELX - Expense Ratio Comparison
RSNYX has a 1.15% expense ratio, which is higher than VGELX's 0.33% expense ratio.
Return for Risk
RSNYX vs. VGELX — Risk / Return Rank
RSNYX
VGELX
RSNYX vs. VGELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Global Energy Transition Fund Class Y (RSNYX) and Vanguard Energy Fund Admiral Shares (VGELX). 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.
| RSNYX | VGELX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 4.10 | 2.31 | +1.79 |
Sortino ratioReturn per unit of downside risk | 4.48 | 2.90 | +1.58 |
Omega ratioGain probability vs. loss probability | 1.66 | 1.45 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 7.39 | 2.81 | +4.58 |
Martin ratioReturn relative to average drawdown | 27.44 | 13.69 | +13.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RSNYX | VGELX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.10 | 2.31 | +1.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.21 | 1.31 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.47 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.36 | -0.23 |
Correlation
The correlation between RSNYX and VGELX is 0.82, 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. VGELX - Dividend Comparison
RSNYX's dividend yield for the trailing twelve months is around 3.75%, less than VGELX's 7.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
VGELX Vanguard Energy Fund Admiral Shares | 7.04% | 4.79% | 34.15% | 6.91% | 4.71% | 3.70% | 4.54% | 3.38% | 3.07% | 3.05% | 1.91% | 2.70% |
Drawdowns
RSNYX vs. VGELX - Drawdown Comparison
The maximum RSNYX drawdown since its inception was -89.31%, which is greater than VGELX's maximum drawdown of -65.22%. Use the drawdown chart below to compare losses from any high point for RSNYX and VGELX.
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Drawdown Indicators
| RSNYX | VGELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.31% | -65.22% | -24.09% |
Max Drawdown (1Y)Largest decline over 1 year | -14.33% | -10.14% | -4.19% |
Max Drawdown (5Y)Largest decline over 5 years | -25.28% | -19.72% | -5.56% |
Max Drawdown (10Y)Largest decline over 10 years | -84.10% | -61.13% | -22.97% |
Current DrawdownCurrent decline from peak | -0.60% | -1.07% | +0.47% |
Average DrawdownAverage peak-to-trough decline | -32.59% | -19.26% | -13.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.86% | 2.52% | +1.34% |
Volatility
RSNYX vs. VGELX - Volatility Comparison
Victory Global Energy Transition Fund Class Y (RSNYX) has a higher volatility of 6.67% compared to Vanguard Energy Fund Admiral Shares (VGELX) at 3.50%. This indicates that RSNYX's price experiences larger fluctuations and is considered to be riskier than VGELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSNYX | VGELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.67% | 3.50% | +3.17% |
Volatility (6M)Calculated over the trailing 6-month period | 19.26% | 8.62% | +10.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.82% | 14.80% | +12.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.49% | 18.65% | +6.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.79% | 23.27% | +8.52% |