RSVAX vs. HMVYX
RSVAX (Victory RS Value Fund) and HMVYX (Hartford MidCap Value Fund) are both Mid Cap Value Equities funds. Over the past 10 years, RSVAX returned 9.29%/yr vs 9.88%/yr for HMVYX. Their correlation of 0.90 means they have usually moved in the same direction. RSVAX charges 1.30%/yr vs 0.88%/yr for HMVYX.
Performance
RSVAX vs. HMVYX - Performance Comparison
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Returns By Period
In the year-to-date period, RSVAX achieves a 10.72% return, which is significantly lower than HMVYX's 15.50% return. Over the past 10 years, RSVAX has underperformed HMVYX with an annualized return of 9.29%, while HMVYX has yielded a comparatively higher 9.88% annualized return.
RSVAX
- 1D
- 0.30%
- 1M
- 2.27%
- 6M
- 7.01%
- YTD
- 10.72%
- 1Y
- 16.59%
- 3Y*
- 9.70%
- 5Y*
- 7.82%
- 10Y*
- 9.29%
- ALL TIME*
- 7.51%
HMVYX
- 1D
- -0.34%
- 1M
- -2.08%
- 6M
- 10.10%
- YTD
- 15.50%
- 1Y
- 22.22%
- 3Y*
- 10.58%
- 5Y*
- 9.37%
- 10Y*
- 9.88%
- ALL TIME*
- 9.09%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RSVAX vs. HMVYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RSVAX Victory RS Value Fund | 10.72% | 4.58% | 12.58% | 7.63% | -2.98% | 27.30% | -2.60% | 31.36% | -10.84% | 17.37% |
HMVYX Hartford MidCap Value Fund | 15.50% | 4.58% | 10.25% | 16.17% | -7.77% | 28.41% | 0.51% | 33.72% | -14.61% | 13.37% |
Correlation
The correlation between RSVAX and HMVYX is 0.89, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.89 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.93 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2001 | 0.90 |
The correlation between RSVAX and HMVYX has been stable across timeframes, ranging from 0.89 to 0.93 - a consistent structural relationship.
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Return for Risk
RSVAX vs. HMVYX — Risk / Return Rank
RSVAX
HMVYX
RSVAX vs. HMVYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Value Fund (RSVAX) and Hartford MidCap Value Fund (HMVYX). 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.
| RSVAX | HMVYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.16 | ||
| Sortino ratioReturn per unit of downside risk | -0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.24 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.79 | 2.28 | -0.48 |
| Martin ratioReturn relative to average drawdown | 6.29 | 7.85 | -1.56 |
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Drawdowns
RSVAX vs. HMVYX - Drawdown Comparison
The maximum RSVAX drawdown since its inception was -59.23%, smaller than the maximum HMVYX drawdown of -62.75%. Use the drawdown chart below to compare losses from any high point for RSVAX and HMVYX.
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Drawdown Indicators
| RSVAX | HMVYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.23% | -62.75% | +3.52% |
Max Drawdown (1Y)Largest decline over 1 year | -7.81% | -8.73% | +0.92% |
Max Drawdown (3Y)Largest decline over 3 years | -17.98% | -22.52% | +4.54% |
Max Drawdown (5Y)Largest decline over 5 years | -23.58% | -22.52% | -1.06% |
Max Drawdown (10Y)Largest decline over 10 years | -43.49% | -44.47% | +0.98% |
Current DrawdownCurrent decline from peak | -0.04% | -2.08% | +2.04% |
Average DrawdownAverage peak-to-trough decline | -13.75% | -8.93% | -4.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.24% | 2.53% | -0.29% |
Volatility
RSVAX vs. HMVYX - Volatility Comparison
The current volatility for Victory RS Value Fund (RSVAX) is 3.07%, while Hartford MidCap Value Fund (HMVYX) has a volatility of 3.67%. This indicates that RSVAX experiences smaller price fluctuations and is considered to be less risky than HMVYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSVAX | HMVYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.07% | 3.67% | -0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 8.20% | 10.93% | -2.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.88% | 14.83% | -2.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.92% | 18.17% | -0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.16% | 20.55% | -1.39% |
RSVAX vs. HMVYX - Expense Ratio Comparison
RSVAX has a 1.30% expense ratio, which is higher than HMVYX's 0.88% expense ratio.
Dividends
RSVAX vs. HMVYX - Dividend Comparison
RSVAX's dividend yield for the trailing twelve months is around 7.98%, more than HMVYX's 3.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HMVYX Hartford MidCap Value Fund | 3.72% | 4.30% | 11.36% | 6.44% | 10.05% | 6.82% | 0.57% | 5.05% | 12.94% | 2.53% | 7.04% | 8.09% |
RSVAX Victory RS Value Fund | 7.98% | 8.83% | 9.89% | 6.48% | 6.33% | 14.14% | 1.93% | 7.38% | 15.47% | 25.04% | 12.47% | 9.35% |
Frequently Asked Questions
RSVAX and HMVYX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HMVYX has higher volatility (3.67%) compared to RSVAX (3.07%). In terms of maximum drawdown, RSVAX dropped -59.23% vs HMVYX's -62.75%.
HMVYX currently has the higher Sharpe Ratio (1.34 vs 1.18), 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.
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