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MNNAX vs. USAAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MNNAX vs. USAAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory Munder Multi-Cap Fund (MNNAX) and USAA Growth Fund (USAAX). The values are adjusted to include any dividend payments, if applicable.

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MNNAX vs. USAAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MNNAX
Victory Munder Multi-Cap Fund
-1.92%21.78%25.59%24.59%-19.03%35.03%11.18%28.33%-14.68%28.41%
USAAX
USAA Growth Fund
-10.65%16.68%32.82%48.39%-32.49%16.97%37.07%27.62%-4.33%28.44%

Returns By Period

In the year-to-date period, MNNAX achieves a -1.92% return, which is significantly higher than USAAX's -10.65% return. Over the past 10 years, MNNAX has underperformed USAAX with an annualized return of 13.09%, while USAAX has yielded a comparatively higher 14.01% annualized return.


MNNAX

1D
3.45%
1M
-5.06%
YTD
-1.92%
6M
0.79%
1Y
25.45%
3Y*
20.59%
5Y*
13.31%
10Y*
13.09%

USAAX

1D
3.89%
1M
-5.86%
YTD
-10.65%
6M
-10.48%
1Y
14.90%
3Y*
19.99%
5Y*
9.70%
10Y*
14.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MNNAX vs. USAAX - Expense Ratio Comparison

MNNAX has a 1.28% expense ratio, which is higher than USAAX's 0.84% expense ratio.


Return for Risk

MNNAX vs. USAAX — Risk / Return Rank

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

MNNAX
MNNAX Risk / Return Rank: 7878
Overall Rank
MNNAX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
MNNAX Sortino Ratio Rank: 7474
Sortino Ratio Rank
MNNAX Omega Ratio Rank: 7171
Omega Ratio Rank
MNNAX Calmar Ratio Rank: 8383
Calmar Ratio Rank
MNNAX Martin Ratio Rank: 8888
Martin Ratio Rank

USAAX
USAAX Risk / Return Rank: 2929
Overall Rank
USAAX Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
USAAX Sortino Ratio Rank: 3232
Sortino Ratio Rank
USAAX Omega Ratio Rank: 3030
Omega Ratio Rank
USAAX Calmar Ratio Rank: 3030
Calmar Ratio Rank
USAAX Martin Ratio Rank: 2828
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.

MNNAX vs. USAAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory Munder Multi-Cap Fund (MNNAX) and USAA Growth Fund (USAAX). 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.


MNNAXUSAAXDifference

Sharpe ratio

Return per unit of total volatility

1.35

0.70

+0.65

Sortino ratio

Return per unit of downside risk

1.97

1.17

+0.80

Omega ratio

Gain probability vs. loss probability

1.29

1.16

+0.12

Calmar ratio

Return relative to maximum drawdown

2.19

0.92

+1.27

Martin ratio

Return relative to average drawdown

10.13

3.21

+6.93

MNNAX vs. USAAX - Sharpe Ratio Comparison

The current MNNAX Sharpe Ratio is 1.35, which is higher than the USAAX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of MNNAX and USAAX, 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


MNNAXUSAAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.35

0.70

+0.65

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

0.41

+0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.65

0.64

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.49

-0.13

Correlation

The correlation between MNNAX and USAAX is 0.85, 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

MNNAX vs. USAAX - Dividend Comparison

MNNAX's dividend yield for the trailing twelve months is around 14.66%, more than USAAX's 11.89% yield.


TTM20252024202320222021202020192018201720162015
MNNAX
Victory Munder Multi-Cap Fund
14.66%14.38%8.72%4.65%15.37%10.88%0.07%2.76%19.25%5.28%0.00%21.54%
USAAX
USAA Growth Fund
11.89%10.62%10.47%6.54%6.98%10.34%4.33%26.15%13.67%2.47%5.27%6.92%

Drawdowns

MNNAX vs. USAAX - Drawdown Comparison

The maximum MNNAX drawdown since its inception was -92.93%, which is greater than USAAX's maximum drawdown of -66.79%. Use the drawdown chart below to compare losses from any high point for MNNAX and USAAX.


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Drawdown Indicators


MNNAXUSAAXDifference

Max Drawdown

Largest peak-to-trough decline

-92.93%

-66.79%

-26.14%

Max Drawdown (1Y)

Largest decline over 1 year

-11.96%

-16.92%

+4.96%

Max Drawdown (5Y)

Largest decline over 5 years

-30.29%

-41.75%

+11.46%

Max Drawdown (10Y)

Largest decline over 10 years

-38.01%

-41.75%

+3.74%

Current Drawdown

Current decline from peak

-6.60%

-13.69%

+7.09%

Average Drawdown

Average peak-to-trough decline

-51.03%

-18.87%

-32.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.59%

4.87%

-2.28%

Volatility

MNNAX vs. USAAX - Volatility Comparison

The current volatility for Victory Munder Multi-Cap Fund (MNNAX) is 6.36%, while USAA Growth Fund (USAAX) has a volatility of 6.86%. This indicates that MNNAX experiences smaller price fluctuations and is considered to be less risky than USAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MNNAXUSAAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.36%

6.86%

-0.50%

Volatility (6M)

Calculated over the trailing 6-month period

11.24%

12.46%

-1.22%

Volatility (1Y)

Calculated over the trailing 1-year period

19.33%

22.63%

-3.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.03%

24.02%

-3.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.30%

22.05%

-1.75%