WPGTX vs. MMEYX
Compare and contrast key facts about WPG Partners Small/Micro Cap Value Fund (WPGTX) and Victory Integrity Discovery Fund (MMEYX).
WPGTX is managed by Boston Partners. It was launched on Mar 30, 1972. MMEYX is managed by Victory. It was launched on Dec 26, 1996.
Performance
WPGTX vs. MMEYX - Performance Comparison
Loading graphics...
WPGTX vs. MMEYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WPGTX WPG Partners Small/Micro Cap Value Fund | 4.41% | 7.08% | 10.53% | 14.45% | 2.10% | 40.04% | -1.31% | 23.35% | -21.88% | 5.58% |
MMEYX Victory Integrity Discovery Fund | 9.11% | 14.25% | 11.36% | 14.83% | -12.01% | 37.20% | -1.34% | 21.60% | -16.10% | 11.07% |
Returns By Period
In the year-to-date period, WPGTX achieves a 4.41% return, which is significantly lower than MMEYX's 9.11% return. Over the past 10 years, WPGTX has underperformed MMEYX with an annualized return of 9.20%, while MMEYX has yielded a comparatively higher 11.00% annualized return.
WPGTX
- 1D
- 2.50%
- 1M
- -5.44%
- YTD
- 4.41%
- 6M
- 6.24%
- 1Y
- 20.47%
- 3Y*
- 10.99%
- 5Y*
- 9.43%
- 10Y*
- 9.20%
MMEYX
- 1D
- 2.01%
- 1M
- -3.46%
- YTD
- 9.11%
- 6M
- 12.78%
- 1Y
- 35.00%
- 3Y*
- 17.96%
- 5Y*
- 8.49%
- 10Y*
- 11.00%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WPGTX vs. MMEYX - Expense Ratio Comparison
WPGTX has a 1.10% expense ratio, which is lower than MMEYX's 1.38% expense ratio.
Return for Risk
WPGTX vs. MMEYX — Risk / Return Rank
WPGTX
MMEYX
WPGTX vs. MMEYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WPG Partners Small/Micro Cap Value Fund (WPGTX) and Victory Integrity Discovery Fund (MMEYX). 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.
| WPGTX | MMEYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.52 | -0.52 |
Sortino ratioReturn per unit of downside risk | 1.47 | 2.15 | -0.69 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.29 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 2.51 | -1.09 |
Martin ratioReturn relative to average drawdown | 5.49 | 9.62 | -4.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WPGTX | MMEYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.52 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.38 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.44 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.48 | -0.02 |
Correlation
The correlation between WPGTX and MMEYX is 0.89, 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
WPGTX vs. MMEYX - Dividend Comparison
WPGTX's dividend yield for the trailing twelve months is around 9.72%, more than MMEYX's 8.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPGTX WPG Partners Small/Micro Cap Value Fund | 9.72% | 10.15% | 6.38% | 7.58% | 17.82% | 1.47% | 0.64% | 0.44% | 8.44% | 6.83% | 0.42% | 3.03% |
MMEYX Victory Integrity Discovery Fund | 8.88% | 9.68% | 8.36% | 1.33% | 8.53% | 4.34% | 0.00% | 2.17% | 14.87% | 10.31% | 3.73% | 7.64% |
Drawdowns
WPGTX vs. MMEYX - Drawdown Comparison
The maximum WPGTX drawdown since its inception was -60.60%, smaller than the maximum MMEYX drawdown of -69.05%. Use the drawdown chart below to compare losses from any high point for WPGTX and MMEYX.
Loading graphics...
Drawdown Indicators
| WPGTX | MMEYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.60% | -69.05% | +8.45% |
Max Drawdown (1Y)Largest decline over 1 year | -14.46% | -13.92% | -0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -25.90% | -26.82% | +0.92% |
Max Drawdown (10Y)Largest decline over 10 years | -50.03% | -54.35% | +4.32% |
Current DrawdownCurrent decline from peak | -7.44% | -3.95% | -3.49% |
Average DrawdownAverage peak-to-trough decline | -13.05% | -15.65% | +2.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 3.64% | +0.10% |
Volatility
WPGTX vs. MMEYX - Volatility Comparison
The current volatility for WPG Partners Small/Micro Cap Value Fund (WPGTX) is 6.05%, while Victory Integrity Discovery Fund (MMEYX) has a volatility of 6.55%. This indicates that WPGTX experiences smaller price fluctuations and is considered to be less risky than MMEYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WPGTX | MMEYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.05% | 6.55% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 12.00% | 14.14% | -2.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.86% | 23.43% | -2.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.84% | 22.50% | -2.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.46% | 25.36% | -2.90% |