It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
RSNYX: VICTORY GLOBAL NATURAL RESOURCES FUND CLASS Y (MUTUAL FUND)
Basic Info 69.09 2.98(4.13%) June 05
| Asset Class: | Natural Resources |
| MyPlanIQ Rating: | (50%) |
| Start Date: | 07/20/2007 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 6.27% |
| Expenses | 1.48% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.1 | 31.7 | 93.4 | 32.9 | 29.8 | 13.7 | 5.5 | 5.2 | 70.1 | 16.3 | -8.3 | 35.5 | 83.6 | 27.9 | -24.3 | -45.6 | 1.4 | 53.7 | -38.0 | -22.6 | -0.3 | 6.5 | -7.0 | 26.0 | 49.8 | -46.5 | 6.4 |
| Sharpe Ratio | NA | 4.72 | 4.52 | 1.43 | 1.17 | 0.4 | NA | 0.13 | 2.61 | 0.58 | -0.61 | 1.21 | 2.57 | 0.49 | -0.7 | -1.62 | 0.03 | 1.5 | -1.21 | -1.18 | -0.02 | 0.35 | -0.24 | 1.16 | 1.32 | -0.77 | 0.51 |
| Draw Down(%) | NA | 7.7 | 11.7 | 25.3 | 25.3 | 84.1 | NA | 89.3 | 21.6 | 18.3 | 23.9 | 22.5 | 17.8 | 58.6 | 53.7 | 51.0 | 22.2 | 19.3 | 51.0 | 36.2 | 11.4 | 17.0 | 28.0 | 12.8 | 26.3 | 67.1 | 14.0 |
| Standard Deviation(%) | NA | 24.4 | 22.7 | 23.2 | 24.9 | 31.4 | NA | 32.2 | 25.9 | 21.6 | 19.8 | 28.3 | 32.5 | 56.0 | 36.6 | 29.0 | 22.1 | 35.5 | 31.5 | 19.1 | 16.1 | 18.7 | 29.2 | 22.4 | 37.8 | 61.4 | 23.8 |
| Treynor Ratio | NA | 1.35 | 1.21 | 0.33 | 0.31 | 0.12 | NA | 0.04 | 0.66 | 0.12 | -0.14 | 0.4 | 0.67 | 0.24 | -0.15 | -0.4 | 0.01 | 0.45 | -0.34 | -0.26 | 0.0 | 0.08 | -0.08 | 0.28 | 0.52 | -0.5 | 0.14 |
| Alpha | NA | 0.2 | 0.17 | 0.07 | 0.07 | 0.02 | NA | 0.01 | 0.11 | 0.08 | -0.03 | 0.07 | 0.12 | 0.11 | -0.18 | -0.14 | -0.02 | 0.07 | -0.06 | -0.05 | -0.05 | 0.02 | 0.0 | 0.03 | 0.0 | -0.01 | -0.02 |
| Beta | NA | 0.85 | 0.85 | 0.99 | 0.96 | 1.08 | NA | 0.99 | 1.02 | 1.1 | 0.85 | 0.86 | 1.25 | 1.15 | 1.72 | 1.17 | 1.02 | 1.18 | 1.1 | 0.87 | 0.88 | 0.82 | 0.85 | 0.92 | 0.96 | 0.94 | 0.85 |
| RSquared | NA | 0.47 | 0.39 | 0.57 | 0.65 | 0.61 | NA | 0.75 | 0.57 | 0.63 | 0.67 | 0.75 | 0.73 | 0.68 | 0.44 | 0.6 | 0.48 | 0.76 | 0.81 | 0.84 | 0.78 | 0.91 | 0.96 | 0.94 | 0.96 | 0.96 | 0.93 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 7.1 | 2.2 | 2.4 | 1.4 | 0.1 | 0.3 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 6.2 | 3.5 | 0.4 | 0.6 | 0.0 | 0.0 | 0.4 | 7.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 277.4 | -19.2 | 123.4 | 3280.0 | -69.7 | 32.0 | N/A | N/A | N/A | N/A | -100.0 | 67.8 | 735.0 | -30.2 | N/A | N/A | -100.0 | -94.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/17/2007
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 Natural Resources Asset Class Trend Rankings |
Top Rated Funds in Natural Resources
Best Mutual Funds
- FSCHX (CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO) (76%)
- FSDPX (MATERIALS PORTFOLIO MATERIALS PORTFOLIO) (75%)
- FMFAX (MATERIALS PORTFOLIO FIDELITY ADVISOR MATERIALS FUND: CLASS A) (68%)
- PNRZX (PGIM Jennison Natural Resources Fund - Class Z) (65%)
- RYBIX (BASIC MATERIALS FUND INVESTOR CLASS) (64%)
- DLDRX (DREYFUS NATURAL RESOURCES FUND DREYFUS NATURAL RESOURCES FUND - CLASS I) (64%)
- FNRAX (FRANKLIN NATURAL RESOURCES FUND ADVISOR CLASS) (63%)
- PRNEX (T. ROWE PRICE NEW ERA FUND INC. T. ROWE PRICE NEW ERA FUND INC.) (63%)
- SEPIX (ENERGY & BASIC MATERIALS PORTFOLIO ENERGY & BASIC MATERIALS CLASS I) (60%)
- VMIAX (VANGUARD MATERIALS INDEX FUND ADMIRAL SHARES) (60%)
Best ETFs
- XLB (Materials Select Sector SPDR Fund) (95%)
- MOO (VanEck Agribusiness ETF) (95%)
- CUT (Invesco MSCI Global Timber ETF) (92%)
- FXZ (First Trust Materials AlphaDEX Fund) (89%)
- HAP (VanEck Natural Resources ETF) (89%)
- IGE (iShares North American Natural Resources ETF) (88%)
- IYM (iShares U.S. Basic Materials ETF) (86%)
- MXI (iShares Global Materials ETF) (84%)
- PYZ (Invesco Dorsey Wright Basic Materials Momentum ETF) (82%)
- RTM (Invesco S&P 500® Equal Weight Materials ETF) (81%)
Best Closed End Funds
- GGN (GAMCO Global) 4.85% (99%)
- TTO (TTO) (27%)
- BCX (BlackRock Resources & Commodities Strategy Trust) 3.24% (25%)
- BCF (BlackRock Real Asset Trust) (14%)
