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MNNAX vs. USCRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MNNAX vs. USCRX - Performance Comparison

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

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MNNAX vs. USCRX - 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%
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, MNNAX achieves a -1.92% return, which is significantly lower than USCRX's -0.11% return. Over the past 10 years, MNNAX has outperformed USCRX with an annualized return of 13.09%, while USCRX has yielded a comparatively lower 6.70% 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%

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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MNNAX vs. USCRX - Expense Ratio Comparison

MNNAX has a 1.28% expense ratio, which is higher than USCRX's 0.88% expense ratio.


Return for Risk

MNNAX vs. USCRX — 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

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.

MNNAX vs. USCRX - Risk-Adjusted Trends Comparison

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


MNNAXUSCRXDifference

Sharpe ratio

Return per unit of total volatility

1.35

1.47

-0.11

Sortino ratio

Return per unit of downside risk

1.97

2.11

-0.14

Omega ratio

Gain probability vs. loss probability

1.29

1.31

-0.02

Calmar ratio

Return relative to maximum drawdown

2.19

2.08

+0.12

Martin ratio

Return relative to average drawdown

10.13

9.19

+0.95

MNNAX vs. USCRX - Sharpe Ratio Comparison

The current MNNAX Sharpe Ratio is 1.35, which is comparable to the USCRX Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of MNNAX 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


MNNAXUSCRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.35

1.47

-0.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

0.48

+0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.65

0.61

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.68

-0.32

Correlation

The correlation between MNNAX and USCRX is 0.77, 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. USCRX - Dividend Comparison

MNNAX's dividend yield for the trailing twelve months is around 14.66%, more than USCRX's 10.42% 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%
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

MNNAX vs. USCRX - Drawdown Comparison

The maximum MNNAX drawdown since its inception was -92.93%, which is greater than USCRX's maximum drawdown of -49.07%. Use the drawdown chart below to compare losses from any high point for MNNAX and USCRX.


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Drawdown Indicators


MNNAXUSCRXDifference

Max Drawdown

Largest peak-to-trough decline

-92.93%

-49.07%

-43.86%

Max Drawdown (1Y)

Largest decline over 1 year

-11.96%

-7.63%

-4.33%

Max Drawdown (5Y)

Largest decline over 5 years

-30.29%

-24.00%

-6.29%

Max Drawdown (10Y)

Largest decline over 10 years

-38.01%

-24.00%

-14.01%

Current Drawdown

Current decline from peak

-6.60%

-4.75%

-1.85%

Average Drawdown

Average peak-to-trough decline

-51.03%

-5.48%

-45.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.59%

1.72%

+0.87%

Volatility

MNNAX vs. USCRX - Volatility Comparison

Victory Munder Multi-Cap Fund (MNNAX) has a higher volatility of 6.36% compared to USAA Cornerstone Moderately Aggressive Fund (USCRX) at 4.39%. This indicates that MNNAX'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


MNNAXUSCRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.36%

4.39%

+1.97%

Volatility (6M)

Calculated over the trailing 6-month period

11.24%

6.81%

+4.43%

Volatility (1Y)

Calculated over the trailing 1-year period

19.33%

10.79%

+8.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.03%

11.51%

+8.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.30%

11.05%

+9.25%