MNNAX vs. BKTSX
MNNAX (Victory Munder Multi-Cap Fund) and BKTSX (iShares Total U.S. Stock Market Index Fund Class K) are both Large Cap Blend Equities funds. Over the past 10 years, MNNAX returned 14.55%/yr vs 14.68%/yr for BKTSX. Their 0.95 correlation means they have historically moved very closely together. MNNAX charges 1.28%/yr vs 0.02%/yr for BKTSX.
Performance
MNNAX vs. BKTSX - Performance Comparison
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Returns By Period
In the year-to-date period, MNNAX achieves a 15.12% return, which is significantly higher than BKTSX's 12.04% return. Both investments have delivered pretty close results over the past 10 years, with MNNAX having a 14.55% annualized return and BKTSX not far ahead at 14.68%.
MNNAX
- 1D
- 0.96%
- 1M
- 1.27%
- 6M
- 12.11%
- YTD
- 15.12%
- 1Y
- 26.17%
- 3Y*
- 22.90%
- 5Y*
- 14.95%
- 10Y*
- 14.55%
- ALL TIME*
- 10.80%
BKTSX
- 1D
- 1.53%
- 1M
- 1.30%
- 6M
- 10.54%
- YTD
- 12.04%
- 1Y
- 21.57%
- 3Y*
- 20.37%
- 5Y*
- 12.19%
- 10Y*
- 14.68%
- ALL TIME*
- 14.88%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
MNNAX vs. BKTSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MNNAX Victory Munder Multi-Cap Fund | 15.12% | 21.78% | 25.59% | 24.59% | -19.03% | 35.03% | 11.18% | 28.33% | -14.68% | 28.41% |
BKTSX iShares Total U.S. Stock Market Index Fund Class K | 12.04% | 17.15% | 23.83% | 26.02% | -19.05% | 25.56% | 20.82% | 31.12% | -5.37% | 21.02% |
Correlation
The correlation between MNNAX and BKTSX is 0.96 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.96 |
Correlation (3Y) Balances recent behavior with more history. | 0.95 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.96 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.95 |
The correlation between MNNAX and BKTSX has been stable across timeframes, ranging from 0.95 to 0.96 - a consistent structural relationship.
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Return for Risk
MNNAX vs. BKTSX — Risk / Return Rank
MNNAX
BKTSX
MNNAX vs. BKTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Munder Multi-Cap Fund (MNNAX) and iShares Total U.S. Stock Market Index Fund Class K (BKTSX). 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.
| MNNAX | BKTSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.32 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.95 | 2.66 | +0.29 |
| Martin ratioReturn relative to average drawdown | 13.32 | 11.48 | +1.84 |
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Drawdowns
MNNAX vs. BKTSX - Drawdown Comparison
The maximum MNNAX drawdown since its inception was -92.93%, which is greater than BKTSX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for MNNAX and BKTSX.
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Drawdown Indicators
| MNNAX | BKTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.93% | -34.97% | -57.96% |
Max Drawdown (1Y)Largest decline over 1 year | -9.72% | -8.87% | -0.85% |
Max Drawdown (3Y)Largest decline over 3 years | -19.06% | -19.29% | +0.23% |
Max Drawdown (5Y)Largest decline over 5 years | -30.29% | -24.98% | -5.31% |
Max Drawdown (10Y)Largest decline over 10 years | -38.01% | -34.97% | -3.04% |
Current DrawdownCurrent decline from peak | -0.09% | 0.00% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -50.46% | -4.48% | -45.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.14% | 2.05% | +0.09% |
Volatility
MNNAX vs. BKTSX - Volatility Comparison
Victory Munder Multi-Cap Fund (MNNAX) has a higher volatility of 4.02% compared to iShares Total U.S. Stock Market Index Fund Class K (BKTSX) at 3.77%. This indicates that MNNAX's price experiences larger fluctuations and is considered to be riskier than BKTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MNNAX | BKTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.02% | 3.77% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 11.78% | 10.29% | +1.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.94% | 13.05% | +1.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.09% | 17.48% | +2.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.31% | 18.42% | +1.89% |
MNNAX vs. BKTSX - Expense Ratio Comparison
MNNAX has a 1.28% expense ratio, which is higher than BKTSX's 0.02% expense ratio.
Dividends
MNNAX vs. BKTSX - Dividend Comparison
MNNAX's dividend yield for the trailing twelve months is around 12.49%, more than BKTSX's 1.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKTSX iShares Total U.S. Stock Market Index Fund Class K | 1.06% | 1.14% | 1.27% | 1.46% | 1.64% | 1.58% | 1.51% | 2.15% | 2.49% | 2.17% | 1.54% | 0.00% |
MNNAX Victory Munder Multi-Cap Fund | 12.49% | 14.38% | 8.72% | 4.65% | 15.37% | 10.88% | 0.07% | 2.76% | 19.25% | 5.28% | 0.00% | 21.54% |
Frequently Asked Questions
With a correlation of 0.96, MNNAX and BKTSX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
MNNAX has higher volatility (4.02%) compared to BKTSX (3.77%). In terms of maximum drawdown, MNNAX dropped -92.93% vs BKTSX's -34.97%.
MNNAX currently has the higher Sharpe Ratio (1.92 vs 1.81), 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.
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