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GETGX vs. USCRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GETGX vs. USCRX - Performance Comparison

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

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GETGX vs. USCRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GETGX
Victory Sycamore Established Value Fund
4.56%2.11%9.53%9.86%-3.05%31.20%7.56%28.10%-10.50%15.45%
USCRX
USAA Cornerstone Moderately Aggressive Fund
-0.11%16.64%8.15%12.00%-13.58%11.42%8.92%16.17%-7.41%14.99%

Returns By Period

In the year-to-date period, GETGX achieves a 4.56% return, which is significantly higher than USCRX's -0.11% return. Over the past 10 years, GETGX has outperformed USCRX with an annualized return of 10.30%, while USCRX has yielded a comparatively lower 6.70% annualized return.


GETGX

1D
1.76%
1M
-5.34%
YTD
4.56%
6M
4.58%
1Y
9.07%
3Y*
8.13%
5Y*
6.79%
10Y*
10.30%

USCRX

1D
2.12%
1M
-3.95%
YTD
-0.11%
6M
2.18%
1Y
15.40%
3Y*
10.71%
5Y*
5.55%
10Y*
6.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GETGX vs. USCRX - Expense Ratio Comparison

GETGX has a 1.11% expense ratio, which is higher than USCRX's 0.88% expense ratio.


Return for Risk

GETGX vs. USCRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GETGX
GETGX Risk / Return Rank: 2121
Overall Rank
GETGX Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
GETGX Sortino Ratio Rank: 1919
Sortino Ratio Rank
GETGX Omega Ratio Rank: 1717
Omega Ratio Rank
GETGX Calmar Ratio Rank: 2323
Calmar Ratio Rank
GETGX Martin Ratio Rank: 2626
Martin Ratio Rank

USCRX
USCRX Risk / Return Rank: 8080
Overall Rank
USCRX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
USCRX Sortino Ratio Rank: 8080
Sortino Ratio Rank
USCRX Omega Ratio Rank: 7777
Omega Ratio Rank
USCRX Calmar Ratio Rank: 8282
Calmar Ratio Rank
USCRX Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GETGX vs. USCRX - Risk-Adjusted Trends Comparison

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


GETGXUSCRXDifference

Sharpe ratio

Return per unit of total volatility

0.54

1.47

-0.92

Sortino ratio

Return per unit of downside risk

0.91

2.11

-1.21

Omega ratio

Gain probability vs. loss probability

1.12

1.31

-0.18

Calmar ratio

Return relative to maximum drawdown

0.77

2.08

-1.30

Martin ratio

Return relative to average drawdown

3.18

9.19

-6.00

GETGX vs. USCRX - Sharpe Ratio Comparison

The current GETGX Sharpe Ratio is 0.54, which is lower than the USCRX Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of GETGX and USCRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GETGXUSCRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.54

1.47

-0.92

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

0.48

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.61

-0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.61

0.68

-0.07

Correlation

The correlation between GETGX and USCRX is 0.82, 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. USCRX - Dividend Comparison

GETGX's dividend yield for the trailing twelve months is around 4.59%, less than USCRX's 10.42% yield.


TTM20252024202320222021202020192018201720162015
GETGX
Victory Sycamore Established Value Fund
4.59%4.39%11.30%5.79%7.89%8.04%5.12%5.70%10.23%2.89%1.20%11.26%
USCRX
USAA Cornerstone Moderately Aggressive Fund
10.42%10.40%7.18%2.11%4.34%8.03%1.92%2.04%6.52%7.73%2.07%2.87%

Drawdowns

GETGX vs. USCRX - Drawdown Comparison

The maximum GETGX drawdown since its inception was -49.09%, roughly equal to the maximum USCRX drawdown of -49.07%. Use the drawdown chart below to compare losses from any high point for GETGX and USCRX.


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Drawdown Indicators


GETGXUSCRXDifference

Max Drawdown

Largest peak-to-trough decline

-49.09%

-49.07%

-0.02%

Max Drawdown (1Y)

Largest decline over 1 year

-13.10%

-7.63%

-5.47%

Max Drawdown (5Y)

Largest decline over 5 years

-20.42%

-24.00%

+3.58%

Max Drawdown (10Y)

Largest decline over 10 years

-41.06%

-24.00%

-17.06%

Current Drawdown

Current decline from peak

-5.34%

-4.75%

-0.59%

Average Drawdown

Average peak-to-trough decline

-5.53%

-5.48%

-0.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.18%

1.72%

+1.46%

Volatility

GETGX vs. USCRX - Volatility Comparison

Victory Sycamore Established Value Fund (GETGX) and USAA Cornerstone Moderately Aggressive Fund (USCRX) have volatilities of 4.38% and 4.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GETGXUSCRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.38%

4.39%

-0.01%

Volatility (6M)

Calculated over the trailing 6-month period

9.10%

6.81%

+2.29%

Volatility (1Y)

Calculated over the trailing 1-year period

17.33%

10.79%

+6.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.09%

11.51%

+5.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.24%

11.05%

+8.19%