Find A Portfolio/Ticker
Comparison Box
RSYEX: VICTORY RS SMALL CAP GROWTH FUND CLASS Y (MUTUAL FUND)
Basic Info 56.46 0.69(1.24%) May 16
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (63%) |
| Start Date: | 07/20/2007 |
| Last Dividend Date: | 12/21/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 2.16% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/20/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.9 | -10.7 | -7.0 | 3.5 | -5.6 | 1.2 | 6.9 | 4.9 | 11.4 | 20.1 | -40.2 | -23.4 | 27.2 | 38.3 | -9.0 | 36.6 | 1.6 | 0.3 | 9.8 | 49.6 | 15.1 | -2.0 | 28.4 | 48.1 | -45.4 | -0.8 |
| Sharpe Ratio | NA | -0.83 | -0.48 | -0.03 | -0.29 | -0.02 | NA | 0.15 | 0.22 | 0.8 | -1.19 | -0.76 | 0.67 | 2.03 | -0.46 | 2.88 | 0.07 | 0.02 | 0.52 | 3.33 | 0.87 | -0.07 | 1.22 | 1.7 | -1.18 | -0.19 |
| Draw Down(%) | NA | 29.1 | 33.7 | 33.7 | 60.0 | 60.0 | NA | 62.3 | 13.0 | 16.6 | 42.4 | 34.6 | 38.7 | 13.0 | 30.4 | 4.7 | 22.6 | 17.4 | 14.5 | 5.8 | 13.0 | 29.5 | 17.4 | 17.8 | 57.8 | 13.9 |
| Standard Deviation(%) | NA | 35.0 | 27.4 | 25.5 | 28.0 | 26.0 | NA | 25.8 | 21.6 | 19.9 | 34.9 | 31.0 | 40.3 | 18.2 | 22.4 | 12.6 | 19.9 | 19.1 | 18.8 | 14.9 | 17.5 | 31.7 | 23.3 | 28.3 | 39.1 | 22.1 |
| Treynor Ratio | NA | -0.28 | -0.12 | -0.01 | -0.08 | 0.0 | NA | 0.04 | 0.04 | 0.16 | -0.4 | -0.19 | 0.26 | 0.33 | -0.09 | 0.32 | 0.01 | 0.0 | 0.09 | 0.5 | 0.15 | -0.02 | 0.3 | 0.57 | -0.52 | -0.04 |
| Alpha | NA | -0.08 | -0.05 | -0.02 | -0.06 | -0.02 | NA | -0.01 | -0.02 | 0.0 | -0.06 | -0.12 | -0.02 | 0.01 | -0.01 | 0.04 | -0.04 | 0.01 | 0.02 | 0.03 | -0.01 | 0.0 | 0.0 | 0.04 | -0.06 | 0.04 |
| Beta | NA | 1.05 | 1.08 | 1.02 | 1.07 | 1.07 | NA | 1.0 | 1.12 | 0.98 | 1.03 | 1.25 | 1.02 | 1.12 | 1.12 | 1.14 | 1.07 | 1.13 | 1.15 | 0.99 | 0.99 | 0.97 | 0.95 | 0.84 | 0.89 | 0.94 |
| RSquared | NA | 0.95 | 0.95 | 0.93 | 0.87 | 0.9 | NA | 0.92 | 0.94 | 0.93 | 0.95 | 0.75 | 0.93 | 0.93 | 0.93 | 0.87 | 0.89 | 0.89 | 0.92 | 0.91 | 0.93 | 0.98 | 0.96 | 0.96 | 0.97 | 0.91 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 3.8 | 7.3 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 10.9 | 14.8 | 11.5 | 0.0 | 1.5 | 6.6 | 12.2 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -100.0 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -44.3 | 61.4 | 96562.5 | -99.2 | -77.2 | -28.6 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/20/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) 0.58% (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) 1.22% (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) 1.14% (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) 1.24% (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) 1.22% (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) 0.60% (98%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) 0.70% (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) 1.16% (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) 1.39% (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) 0.93% (97%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) 0.97% (99%)
- IWO (iShares Russell 2000 Growth ETF) 1.17% (99%)
- RZG (Invesco S&P Smallcap 600 Pure Growth ETF) 1.37% (99%)
- VBK (Vanguard Small-Cap Growth ETF) 1.14% (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) 1.28% (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 1.09% (25%)
- FYC (First Trust Small Cap Growth AlphaDEX Fund) 1.12% (23%)
Latest Articles Related to RSYEX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
