VEVIX vs. AMDVX

Last updated Jun 4, 2026

VEVIX (Victory Sycamore Established Value Fund Class I) and AMDVX (American Century Mid Cap Value R6) are both Mid Cap Value Equities funds. Over the past 10 years, VEVIX returned 11.01%/yr vs 9.39%/yr for AMDVX. With a 0.95 correlation, they move nearly in lockstep. VEVIX charges 0.58%/yr vs 0.63%/yr for AMDVX.

Performance

VEVIX vs. AMDVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory Sycamore Established Value Fund Class I (VEVIX) and American Century Mid Cap Value R6 (AMDVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VEVIX achieves a 11.14% return, which is significantly higher than AMDVX's 8.34% return. Over the past 10 years, VEVIX has outperformed AMDVX with an annualized return of 11.01%, while AMDVX has yielded a comparatively lower 9.39% annualized return.

VEVIX

• 1D: 1.04%
• 1M: 1.63%
• YTD: 11.14%
• 6M: 10.73%
• 1Y: 16.30%
• 3Y*: 11.67%
• 5Y*: 7.13%
• 10Y*: 11.01%

AMDVX

• 1D: 0.95%
• 1M: 2.30%
• YTD: 8.34%
• 6M: 8.14%
• 1Y: 16.53%
• 3Y*: 11.39%
• 5Y*: 7.39%
• 10Y*: 9.39%

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

VEVIX vs. AMDVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
VEVIX Victory Sycamore Established Value Fund Class I	11.14%	2.64%	10.12%	10.42%	-2.54%	31.92%	8.11%	28.80%	-10.05%	16.02%
AMDVX American Century Mid Cap Value R6	8.34%	9.21%	8.87%	6.54%	-0.35%	23.83%	1.99%	29.32%	-12.18%	11.95%

Correlation

The correlation between VEVIX and AMDVX is 0.93, 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	0.93
Correlation (3Y) Calculated over the trailing 3-year period	0.92
Correlation (5Y) Calculated over the trailing 5-year period	0.94
Correlation (10Y) Calculated over the trailing 10-year period	0.95
Correlation (All Time) Calculated using the full available price history since Jan 3, 2014	0.95

The correlation between VEVIX and AMDVX has been stable across timeframes, ranging from 0.92 to 0.95 - a consistent structural relationship.

Return for Risk

VEVIX vs. AMDVX — Risk / Return Rank

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

VEVIX

VEVIX Risk / Return Rank: 28
VEVIX Sharpe Ratio Rank: 23
VEVIX Sortino Ratio Rank: 26
VEVIX Omega Ratio Rank: 22
VEVIX Calmar Ratio Rank: 37
VEVIX Martin Ratio Rank: 32

AMDVX

AMDVX Risk / Return Rank: 27
AMDVX Sharpe Ratio Rank: 26
AMDVX Sortino Ratio Rank: 29
AMDVX Omega Ratio Rank: 24
AMDVX Calmar Ratio Rank: 30
AMDVX 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.

VEVIX vs. AMDVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory Sycamore Established Value Fund Class I (VEVIX) and American Century Mid Cap Value R6 (AMDVX). 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.

	VEVIX	AMDVX	Difference
Sharpe ratio Return per unit of total volatility	1.40	1.46	-0.06
Sortino ratio Return per unit of downside risk	2.15	2.22	-0.07
Omega ratio Gain probability vs. loss probability	1.25	1.26	-0.01
Calmar ratio Return relative to maximum drawdown	2.31	2.05	+0.26
Martin ratio Return relative to average drawdown	7.21	6.63	+0.57
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VEVIX vs. AMDVX - Sharpe Ratio Comparison

The current VEVIX Sharpe Ratio is 1.40, which is comparable to the AMDVX Sharpe Ratio of 1.46. The chart below compares the historical Sharpe Ratios of VEVIX and AMDVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	VEVIX	AMDVX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.40	1.46	-0.06
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.42	0.51	-0.09
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.57	0.54	+0.03
Sharpe Ratio (All Time) Calculated using the full available price history	0.63	0.58	+0.05

Drawdowns

VEVIX vs. AMDVX - Drawdown Comparison

The maximum VEVIX drawdown since its inception was -41.01%, roughly equal to the maximum AMDVX drawdown of -39.21%. Use the drawdown chart below to compare losses from any high point for VEVIX and AMDVX.

Drawdown Indicators

	VEVIX	AMDVX	Difference
Max Drawdown Largest peak-to-trough decline	-41.01%	-39.21%	-1.80%
Max Drawdown (1Y) Largest decline over 1 year	-7.46%	-8.47%	+1.01%
Max Drawdown (3Y) Largest decline over 3 years	-20.28%	-14.50%	-5.78%
Max Drawdown (5Y) Largest decline over 5 years	-20.28%	-16.96%	-3.32%
Max Drawdown (10Y) Largest decline over 10 years	-41.01%	-39.21%	-1.80%
Current Drawdown Current decline from peak	0.00%	-1.32%	+1.32%
Average Drawdown Average peak-to-trough decline	-4.25%	-3.99%	-0.26%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.39%	2.61%	-0.22%

Volatility

VEVIX vs. AMDVX - Volatility Comparison

Victory Sycamore Established Value Fund Class I (VEVIX) and American Century Mid Cap Value R6 (AMDVX) have volatilities of 3.11% and 3.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VEVIX	AMDVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.11%	3.03%	+0.08%
Volatility (6M) Calculated over the trailing 6-month period	8.72%	8.51%	+0.21%
Volatility (1Y) Calculated over the trailing 1-year period	12.34%	11.89%	+0.45%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.04%	14.64%	+2.40%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.25%	17.47%	+1.78%

VEVIX vs. AMDVX - Expense Ratio Comparison

VEVIX has a 0.58% expense ratio, which is lower than AMDVX's 0.63% expense ratio.

Dividends

VEVIX vs. AMDVX - Dividend Comparison

VEVIX's dividend yield for the trailing twelve months is around 4.66%, less than AMDVX's 13.61% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AMDVX American Century Mid Cap Value R6	13.61%	14.83%	9.13%	5.59%	15.97%	16.32%	2.14%	1.79%	15.04%	9.85%	4.38%	11.43%
VEVIX Victory Sycamore Established Value Fund Class I	4.66%	4.77%	11.58%	6.16%	8.27%	8.39%	5.47%	6.11%	10.68%	3.30%	1.48%	11.57%

Frequently Asked Questions

Can I hold both VEVIX and AMDVX in my portfolio?

With a correlation of 0.93, VEVIX and AMDVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, VEVIX or AMDVX?

VEVIX has higher volatility (3.11%) compared to AMDVX (3.03%). In terms of maximum drawdown, VEVIX dropped -41.01% vs AMDVX's -39.21%.

Which has better risk-adjusted returns?

AMDVX currently has the higher Sharpe Ratio (1.46 vs 1.40), 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.