VLPIX vs. RSNRX
VLPIX (Virtus Duff & Phelps Select MLP and Energy Fund) and RSNRX (Victory Global Energy Transition Fund) are both Energy Equities funds. Over the past 10 years, VLPIX returned 11.94%/yr vs 11.83%/yr for RSNRX. A 0.70 correlation means they provide meaningful diversification when combined. VLPIX charges 1.17%/yr vs 1.48%/yr for RSNRX.
Performance
VLPIX vs. RSNRX - Performance Comparison
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Returns By Period
In the year-to-date period, VLPIX achieves a 25.37% return, which is significantly lower than RSNRX's 27.67% return. Both investments have delivered pretty close results over the past 10 years, with VLPIX having a 11.94% annualized return and RSNRX not far behind at 11.83%.
VLPIX
- 1D
- -0.36%
- 1M
- 0.94%
- 6M
- 26.58%
- YTD
- 25.37%
- 1Y
- 31.02%
- 3Y*
- 26.10%
- 5Y*
- 22.59%
- 10Y*
- 11.94%
RSNRX
- 1D
- -0.02%
- 1M
- -3.08%
- 6M
- 24.22%
- YTD
- 27.67%
- 1Y
- 68.24%
- 3Y*
- 29.39%
- 5Y*
- 28.01%
- 10Y*
- 11.83%
VLPIX vs. RSNRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VLPIX Virtus Duff & Phelps Select MLP and Energy Fund | 25.37% | 3.49% | 41.45% | 11.99% | 30.81% | 44.75% | -18.60% | 9.59% | -17.20% | -1.13% |
RSNRX Victory Global Energy Transition Fund | 27.67% | 69.60% | 15.94% | -8.64% | 35.02% | 83.01% | 27.35% | -24.49% | -45.81% | 1.02% |
Correlation
The correlation between VLPIX and RSNRX is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since Sep 11, 2015 | 0.70 |
Over the past year, the correlation between VLPIX and RSNRX has dropped to 0.26 - well below their long-term average of 0.70, suggesting their price drivers have been diverging.
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Return for Risk
VLPIX vs. RSNRX — Risk / Return Rank
VLPIX
RSNRX
VLPIX vs. RSNRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX) and Victory Global Energy Transition Fund (RSNRX). 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.
| VLPIX | RSNRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.91 | ||
| Sortino ratioReturn per unit of downside risk | -0.63 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.51 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 4.73 | 6.20 | -1.46 |
| Martin ratioReturn relative to average drawdown | 12.04 | 18.51 | -6.47 |
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Drawdowns
VLPIX vs. RSNRX - Drawdown Comparison
The maximum VLPIX drawdown since its inception was -64.56%, smaller than the maximum RSNRX drawdown of -89.73%. Use the drawdown chart below to compare losses from any high point for VLPIX and RSNRX.
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Drawdown Indicators
| VLPIX | RSNRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.56% | -89.73% | +25.17% |
Max Drawdown (1Y)Largest decline over 1 year | -6.65% | -11.65% | +5.00% |
Max Drawdown (3Y)Largest decline over 3 years | -17.54% | -25.44% | +7.90% |
Max Drawdown (5Y)Largest decline over 5 years | -21.26% | -25.44% | +4.18% |
Max Drawdown (10Y)Largest decline over 10 years | -64.56% | -84.27% | +19.71% |
Current DrawdownCurrent decline from peak | -2.47% | -7.99% | +5.52% |
Average DrawdownAverage peak-to-trough decline | -10.59% | -25.86% | +15.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 3.89% | -1.28% |
Volatility
VLPIX vs. RSNRX - Volatility Comparison
Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX) and Victory Global Energy Transition Fund (RSNRX) have volatilities of 5.26% and 5.19%, 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.
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Volatility by Period
| VLPIX | RSNRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 5.19% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 11.14% | 17.09% | -5.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.33% | 23.30% | -8.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.12% | 24.86% | -4.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.58% | 31.36% | -6.78% |
VLPIX vs. RSNRX - Expense Ratio Comparison
VLPIX has a 1.17% expense ratio, which is lower than RSNRX's 1.48% expense ratio.
Dividends
VLPIX vs. RSNRX - Dividend Comparison
VLPIX's dividend yield for the trailing twelve months is around 7.81%, more than RSNRX's 3.43% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSNRX Victory Global Energy Transition Fund | 3.43% | 4.38% | 1.65% | 2.36% | 0.78% | 0.00% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VLPIX Virtus Duff & Phelps Select MLP and Energy Fund | 7.81% | 9.63% | 2.61% | 3.32% | 3.01% | 3.66% | 5.40% | 4.28% | 4.04% | 2.81% | 2.50% | 0.92% |
Frequently Asked Questions
VLPIX and RSNRX have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VLPIX has higher volatility (5.26%) compared to RSNRX (5.19%). In terms of maximum drawdown, VLPIX dropped -64.56% vs RSNRX's -89.73%.
RSNRX currently has the higher Sharpe Ratio (3.11 vs 2.20), 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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