GETGX vs. USAUX

Last updated Aug 1, 2026

GETGX (Victory Sycamore Established Value Fund) and USAUX (USAA Aggressive Growth Fund) are both mutual funds - GETGX is a Mid Cap Value Equities fund managed by Victory, while USAUX is a Large Cap Growth Equities fund managed by Victory. Over the past 10 years, GETGX returned 10.56%/yr vs 14.70%/yr for USAUX. Their 0.73 correlation means they have sometimes moved together and sometimes differently. GETGX charges 1.11%/yr vs 0.63%/yr for USAUX.

Performance

GETGX vs. USAUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory Sycamore Established Value Fund (GETGX) and USAA Aggressive Growth Fund (USAUX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, GETGX achieves a 14.11% return, which is significantly higher than USAUX's 1.29% return. Over the past 10 years, GETGX has underperformed USAUX with an annualized return of 10.56%, while USAUX has yielded a comparatively higher 14.70% annualized return.

GETGX

• 1D: -0.46%
• 1M: -0.18%
• 6M: 7.97%
• YTD: 14.11%
• 1Y: 17.22%
• 3Y*: 9.18%
• 5Y*: 7.45%
• 10Y*: 10.56%
• ALL TIME*: 10.61%

USAUX

• 1D: 2.06%
• 1M: -2.41%
• 6M: 2.39%
• YTD: 1.29%
• 1Y: 7.91%
• 3Y*: 19.59%
• 5Y*: 9.13%
• 10Y*: 14.70%
• ALL TIME*: 9.50%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
GETGX Victory Sycamore Established Value Fund	$0.00	$0.00	$0.00
USAUX USAA Aggressive Growth Fund	$0.00	$0.00	$0.00

GETGX vs. USAUX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
GETGX Victory Sycamore Established Value Fund	14.11%	2.11%	9.53%	9.86%	-3.05%	31.20%	7.56%	28.10%	-10.50%	15.45%
USAUX USAA Aggressive Growth Fund	1.29%	16.98%	33.63%	48.36%	-35.30%	16.68%	41.82%	23.23%	-0.75%	30.12%

Correlation

The correlation between GETGX and USAUX is 0.31, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.31
Correlation (3Y) Balances recent behavior with more history.	0.44
Correlation (5Y) Shows whether the relationship held over a longer period.	0.58
Correlation (10Y) Provides a long-term view across more market conditions.	0.59
Correlation (All Time) Calculated using the full available price history since Jan 2, 1990	0.73

Over the past year, the correlation between GETGX and USAUX has dropped to 0.31 - well below their long-term average of 0.73, suggesting their price drivers have been diverging.

Return for Risk

GETGX vs. USAUX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

GETGX

GETGX Risk / Return Rank: 51
GETGX Sharpe Ratio Rank: 46
GETGX Sortino Ratio Rank: 53
GETGX Omega Ratio Rank: 43
GETGX Calmar Ratio Rank: 62
GETGX Martin Ratio Rank: 48

USAUX

USAUX Risk / Return Rank: 10
USAUX Sharpe Ratio Rank: 10
USAUX Sortino Ratio Rank: 10
USAUX Omega Ratio Rank: 10
USAUX Calmar Ratio Rank: 9
USAUX Martin Ratio Rank: 9

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

GETGX vs. USAUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory Sycamore Established Value Fund (GETGX) and USAA Aggressive Growth Fund (USAUX). 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.

	GETGX	USAUX	Difference
Sharpe ratio: Return per unit of total volatility	1.29	0.32	+0.97
Sortino ratio: Return per unit of downside risk	1.99	0.56	+1.43
Omega ratio: Gain probability vs. loss probability	1.23	1.07	+0.16
Calmar ratio: Return relative to maximum drawdown	2.11	0.33	+1.78
Martin ratio: Return relative to average drawdown	6.70	0.98	+5.72

GETGX vs. USAUX - Sharpe Ratio Comparison

The current GETGX Sharpe Ratio is 1.29, which is higher than the USAUX Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of GETGX and USAUX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

GETGX vs. USAUX - Drawdown Comparison

The maximum GETGX drawdown since its inception was -49.09%, smaller than the maximum USAUX drawdown of -76.19%. Use the drawdown chart below to compare losses from any high point for GETGX and USAUX.

Drawdown Indicators

	GETGX	USAUX	Difference
Max Drawdown Largest peak-to-trough decline	-49.09%	-76.19%	+27.10%
Max Drawdown (1Y) Largest decline over 1 year	-7.50%	-17.09%	+9.59%
Max Drawdown (3Y) Largest decline over 3 years	-20.42%	-25.97%	+5.55%
Max Drawdown (5Y) Largest decline over 5 years	-20.42%	-43.84%	+23.42%
Max Drawdown (10Y) Largest decline over 10 years	-41.06%	-43.84%	+2.78%
Current Drawdown Current decline from peak	-1.46%	-8.00%	+6.54%
Average Drawdown Average peak-to-trough decline	-5.49%	-26.64%	+21.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.36%	5.79%	-3.43%

Volatility

GETGX vs. USAUX - Volatility Comparison

The current volatility for Victory Sycamore Established Value Fund (GETGX) is 2.65%, while USAA Aggressive Growth Fund (USAUX) has a volatility of 5.12%. This indicates that GETGX experiences smaller price fluctuations and is considered to be less risky than USAUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	GETGX	USAUX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.65%	5.12%	-2.47%
Volatility (6M) Calculated over the trailing 6-month period	8.57%	13.80%	-5.23%
Volatility (1Y) Calculated over the trailing 1-year period	12.31%	17.70%	-5.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.90%	24.59%	-7.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.16%	22.94%	-3.78%

GETGX vs. USAUX - Expense Ratio Comparison

GETGX has a 1.11% expense ratio, which is higher than USAUX's 0.63% expense ratio.

Dividends

GETGX vs. USAUX - Dividend Comparison

GETGX's dividend yield for the trailing twelve months is around 4.16%, less than USAUX's 4.37% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
GETGX Victory Sycamore Established Value Fund	4.16%	4.39%	11.30%	5.79%	7.89%	8.04%	5.12%	5.70%	10.23%	2.89%	1.20%	11.26%
USAUX USAA Aggressive Growth Fund	4.37%	4.43%	5.15%	0.00%	2.37%	11.36%	0.18%	20.25%	18.58%	9.19%	7.42%	6.80%

Frequently Asked Questions

Can I hold both GETGX and USAUX in my portfolio?

GETGX and USAUX have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, GETGX or USAUX?

USAUX has higher volatility (5.12%) compared to GETGX (2.65%). In terms of maximum drawdown, GETGX dropped -49.09% vs USAUX's -76.19%.

Which has better risk-adjusted returns?

GETGX currently has the higher Sharpe Ratio (1.29 vs 0.32), 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.