STRGX vs. RSINX

Last updated Jun 24, 2026

STRGX (Sterling Capital Stratton Mid Cap Value Fund) and RSINX (Victory RS Investors Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, STRGX returned 11.06%/yr vs 10.84%/yr for RSINX. Their correlation of 0.89 suggests significant overlap in exposure. STRGX charges 0.84%/yr vs 1.33%/yr for RSINX.

Performance

STRGX vs. RSINX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sterling Capital Stratton Mid Cap Value Fund (STRGX) and Victory RS Investors Fund (RSINX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, STRGX achieves a 21.19% return, which is significantly higher than RSINX's 6.43% return. Both investments have delivered pretty close results over the past 10 years, with STRGX having a 11.06% annualized return and RSINX not far behind at 10.84%.

STRGX

• 1D: 0.93%
• 1M: 4.03%
• YTD: 21.19%
• 6M: 19.59%
• 1Y: 25.95%
• 3Y*: 16.30%
• 5Y*: 8.73%
• 10Y*: 11.06%

RSINX

• 1D: -0.28%
• 1M: -1.24%
• YTD: 6.43%
• 6M: 5.28%
• 1Y: 13.94%
• 3Y*: 14.70%
• 5Y*: 10.29%
• 10Y*: 10.84%

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

STRGX vs. RSINX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
STRGX Sterling Capital Stratton Mid Cap Value Fund	21.19%	5.40%	9.49%	14.39%	-10.92%	23.49%	3.74%	32.73%	-14.28%	21.75%
RSINX Victory RS Investors Fund	6.43%	6.39%	20.81%	13.18%	-2.02%	25.73%	-1.68%	28.02%	-9.55%	16.36%

Correlation

The correlation between STRGX and RSINX is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.80
Correlation (3Y) Calculated over the trailing 3-year period	0.82
Correlation (5Y) Calculated over the trailing 5-year period	0.86
Correlation (10Y) Calculated over the trailing 10-year period	0.87
Correlation (All Time) Calculated using the full available price history since Jan 3, 2006	0.89

The correlation between STRGX and RSINX has been stable across timeframes, ranging from 0.80 to 0.89 - a consistent structural relationship.

Return for Risk

STRGX vs. RSINX — Risk / Return Rank

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

STRGX

STRGX Risk / Return Rank: 58
STRGX Sharpe Ratio Rank: 50
STRGX Sortino Ratio Rank: 53
STRGX Omega Ratio Rank: 45
STRGX Calmar Ratio Rank: 82
STRGX Martin Ratio Rank: 57

RSINX

RSINX Risk / Return Rank: 23
RSINX Sharpe Ratio Rank: 22
RSINX Sortino Ratio Rank: 22
RSINX Omega Ratio Rank: 20
RSINX Calmar Ratio Rank: 25
RSINX Martin Ratio Rank: 28

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.

STRGX vs. RSINX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Stratton Mid Cap Value Fund (STRGX) and Victory RS Investors Fund (RSINX). 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.

	STRGX	RSINX	Difference
Sharpe ratio: Return per unit of total volatility	1.93	1.23	+0.70
Sortino ratio: Return per unit of downside risk	2.83	1.82	+1.00
Omega ratio: Gain probability vs. loss probability	1.34	1.22	+0.12
Calmar ratio: Return relative to maximum drawdown	3.57	1.72	+1.85
Martin ratio: Return relative to average drawdown	10.77	6.09	+4.68

STRGX vs. RSINX - Sharpe Ratio Comparison

The current STRGX Sharpe Ratio is 1.93, which is higher than the RSINX Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of STRGX and RSINX, 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

STRGX vs. RSINX - Drawdown Comparison

The maximum STRGX drawdown since its inception was -53.50%, smaller than the maximum RSINX drawdown of -66.11%. Use the drawdown chart below to compare losses from any high point for STRGX and RSINX.

Drawdown Indicators

	STRGX	RSINX	Difference
Max Drawdown Largest peak-to-trough decline	-53.50%	-66.11%	+12.61%
Max Drawdown (1Y) Largest decline over 1 year	-7.79%	-8.64%	+0.85%
Max Drawdown (3Y) Largest decline over 3 years	-20.88%	-20.23%	-0.65%
Max Drawdown (5Y) Largest decline over 5 years	-21.22%	-23.08%	+1.86%
Max Drawdown (10Y) Largest decline over 10 years	-41.35%	-40.86%	-0.49%
Current Drawdown Current decline from peak	0.00%	-2.39%	+2.39%
Average Drawdown Average peak-to-trough decline	-8.02%	-10.54%	+2.52%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.58%	2.44%	+0.14%

Volatility

STRGX vs. RSINX - Volatility Comparison

Sterling Capital Stratton Mid Cap Value Fund (STRGX) has a higher volatility of 3.91% compared to Victory RS Investors Fund (RSINX) at 3.20%. This indicates that STRGX's price experiences larger fluctuations and is considered to be riskier than RSINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	STRGX	RSINX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.91%	3.20%	+0.71%
Volatility (6M) Calculated over the trailing 6-month period	10.99%	8.42%	+2.57%
Volatility (1Y) Calculated over the trailing 1-year period	14.46%	12.11%	+2.35%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.48%	19.09%	-1.61%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.14%	19.11%	+0.03%

STRGX vs. RSINX - Expense Ratio Comparison

STRGX has a 0.84% expense ratio, which is lower than RSINX's 1.33% expense ratio.

Dividends

STRGX vs. RSINX - Dividend Comparison

STRGX's dividend yield for the trailing twelve months is around 8.28%, more than RSINX's 4.19% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RSINX Victory RS Investors Fund	4.19%	4.46%	10.21%	0.77%	4.03%	15.89%	0.30%	4.32%	17.89%	14.37%	0.00%	0.00%
STRGX Sterling Capital Stratton Mid Cap Value Fund	8.28%	10.04%	15.16%	12.43%	17.98%	8.18%	0.84%	5.40%	9.91%	3.79%	0.60%	3.68%

Frequently Asked Questions

Can I hold both STRGX and RSINX in my portfolio?

STRGX and RSINX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, STRGX or RSINX?

STRGX has higher volatility (3.91%) compared to RSINX (3.20%). In terms of maximum drawdown, STRGX dropped -53.50% vs RSINX's -66.11%.

Which has better risk-adjusted returns?

STRGX currently has the higher Sharpe Ratio (1.93 vs 1.23), 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.