GETGX vs. USBLX
Compare and contrast key facts about Victory Sycamore Established Value Fund (GETGX) and USAA Growth and Tax Strategy Fund (USBLX).
GETGX is managed by Victory. It was launched on Aug 16, 1983. USBLX is managed by Victory. It was launched on Jan 10, 1989.
Performance
GETGX vs. USBLX - Performance Comparison
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GETGX vs. USBLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GETGX Victory Sycamore Established Value Fund | 2.76% | 2.11% | 9.53% | 9.86% | -3.05% | 31.20% | 7.56% | 28.10% | -10.50% | 15.45% |
USBLX USAA Growth and Tax Strategy Fund | -3.66% | 10.30% | 13.32% | 16.10% | -15.82% | 14.80% | 10.78% | 18.46% | -1.95% | 13.48% |
Returns By Period
In the year-to-date period, GETGX achieves a 2.76% return, which is significantly higher than USBLX's -3.66% return. Over the past 10 years, GETGX has outperformed USBLX with an annualized return of 10.11%, while USBLX has yielded a comparatively lower 7.38% annualized return.
GETGX
- 1D
- -0.33%
- 1M
- -6.84%
- YTD
- 2.76%
- 6M
- 2.22%
- 1Y
- 7.48%
- 3Y*
- 7.51%
- 5Y*
- 6.68%
- 10Y*
- 10.11%
USBLX
- 1D
- -0.10%
- 1M
- -4.92%
- YTD
- -3.66%
- 6M
- -1.54%
- 1Y
- 8.79%
- 3Y*
- 9.96%
- 5Y*
- 5.56%
- 10Y*
- 7.38%
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GETGX vs. USBLX - Expense Ratio Comparison
GETGX has a 1.11% expense ratio, which is higher than USBLX's 0.58% expense ratio.
Return for Risk
GETGX vs. USBLX — Risk / Return Rank
GETGX
USBLX
GETGX vs. USBLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Sycamore Established Value Fund (GETGX) and USAA Growth and Tax Strategy Fund (USBLX). 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.
| GETGX | USBLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.48 | 1.12 | -0.64 |
Sortino ratioReturn per unit of downside risk | 0.81 | 1.57 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.52 | 1.12 | -0.60 |
Martin ratioReturn relative to average drawdown | 2.15 | 5.52 | -3.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GETGX | USBLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.48 | 1.12 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.65 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.82 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.79 | -0.18 |
Correlation
The correlation between GETGX and USBLX is 0.81, 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
GETGX vs. USBLX - Dividend Comparison
GETGX's dividend yield for the trailing twelve months is around 4.67%, more than USBLX's 2.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GETGX Victory Sycamore Established Value Fund | 4.67% | 4.39% | 11.30% | 5.79% | 7.89% | 8.04% | 5.12% | 5.70% | 10.23% | 2.89% | 1.20% | 11.26% |
USBLX USAA Growth and Tax Strategy Fund | 2.22% | 1.96% | 2.28% | 2.11% | 1.74% | 1.66% | 1.88% | 1.95% | 2.73% | 2.16% | 2.31% | 2.69% |
Drawdowns
GETGX vs. USBLX - Drawdown Comparison
The maximum GETGX drawdown since its inception was -49.09%, which is greater than USBLX's maximum drawdown of -33.49%. Use the drawdown chart below to compare losses from any high point for GETGX and USBLX.
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Drawdown Indicators
| GETGX | USBLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.09% | -33.49% | -15.60% |
Max Drawdown (1Y)Largest decline over 1 year | -13.10% | -7.48% | -5.62% |
Max Drawdown (5Y)Largest decline over 5 years | -20.42% | -20.51% | +0.09% |
Max Drawdown (10Y)Largest decline over 10 years | -41.06% | -21.93% | -19.13% |
Current DrawdownCurrent decline from peak | -6.98% | -5.24% | -1.74% |
Average DrawdownAverage peak-to-trough decline | -5.53% | -4.31% | -1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 1.51% | +1.65% |
Volatility
GETGX vs. USBLX - Volatility Comparison
Victory Sycamore Established Value Fund (GETGX) has a higher volatility of 3.87% compared to USAA Growth and Tax Strategy Fund (USBLX) at 2.29%. This indicates that GETGX's price experiences larger fluctuations and is considered to be riskier than USBLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GETGX | USBLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.87% | 2.29% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 8.94% | 4.54% | +4.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.28% | 8.36% | +8.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.08% | 8.61% | +8.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.23% | 9.05% | +10.18% |