MISIX vs. USCRX
Compare and contrast key facts about Victory Trivalent International Small-Cap Fund Class I (MISIX) and USAA Cornerstone Moderately Aggressive Fund (USCRX).
MISIX is managed by Victory. USCRX is managed by Victory. It was launched on Aug 14, 1984.
Performance
MISIX vs. USCRX - Performance Comparison
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MISIX vs. USCRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MISIX Victory Trivalent International Small-Cap Fund Class I | 2.72% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
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, MISIX achieves a 2.72% return, which is significantly higher than USCRX's -0.11% return. Over the past 10 years, MISIX has outperformed USCRX with an annualized return of 9.62%, while USCRX has yielded a comparatively lower 6.70% annualized return.
MISIX
- 1D
- 3.45%
- 1M
- -9.81%
- YTD
- 2.72%
- 6M
- 8.14%
- 1Y
- 38.23%
- 3Y*
- 18.09%
- 5Y*
- 7.46%
- 10Y*
- 9.62%
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%
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MISIX vs. USCRX - Expense Ratio Comparison
MISIX has a 0.97% expense ratio, which is higher than USCRX's 0.88% expense ratio.
Return for Risk
MISIX vs. USCRX — Risk / Return Rank
MISIX
USCRX
MISIX vs. USCRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Trivalent International Small-Cap Fund Class I (MISIX) 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.
| MISIX | USCRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.29 | 1.47 | +0.82 |
Sortino ratioReturn per unit of downside risk | 2.93 | 2.11 | +0.82 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.31 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.68 | 2.08 | +0.60 |
Martin ratioReturn relative to average drawdown | 11.58 | 9.19 | +2.39 |
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
| MISIX | USCRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.29 | 1.47 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.48 | -0.06 |
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 | 0.32 | 0.68 | -0.35 |
Correlation
The correlation between MISIX and USCRX is 0.87, 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
MISIX vs. USCRX - Dividend Comparison
MISIX's dividend yield for the trailing twelve months is around 5.89%, less than USCRX's 10.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MISIX Victory Trivalent International Small-Cap Fund Class I | 5.89% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
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
MISIX vs. USCRX - Drawdown Comparison
The maximum MISIX drawdown since its inception was -67.61%, which is greater than USCRX's maximum drawdown of -49.07%. Use the drawdown chart below to compare losses from any high point for MISIX and USCRX.
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Drawdown Indicators
| MISIX | USCRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.61% | -49.07% | -18.54% |
Max Drawdown (1Y)Largest decline over 1 year | -13.84% | -7.63% | -6.21% |
Max Drawdown (5Y)Largest decline over 5 years | -37.69% | -24.00% | -13.69% |
Max Drawdown (10Y)Largest decline over 10 years | -41.82% | -24.00% | -17.82% |
Current DrawdownCurrent decline from peak | -10.87% | -4.75% | -6.12% |
Average DrawdownAverage peak-to-trough decline | -16.99% | -5.48% | -11.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 1.72% | +1.48% |
Volatility
MISIX vs. USCRX - Volatility Comparison
Victory Trivalent International Small-Cap Fund Class I (MISIX) has a higher volatility of 7.91% compared to USAA Cornerstone Moderately Aggressive Fund (USCRX) at 4.39%. This indicates that MISIX's price experiences larger fluctuations and is considered to be riskier than USCRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MISIX | USCRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.91% | 4.39% | +3.52% |
Volatility (6M)Calculated over the trailing 6-month period | 11.79% | 6.81% | +4.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.91% | 10.79% | +6.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.75% | 11.51% | +6.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.82% | 11.05% | +6.77% |