MUXYX vs. USAAX
Compare and contrast key facts about Victory S&P 500 Index Fund (MUXYX) and USAA Growth Fund (USAAX).
MUXYX is a passively managed fund by Victory that tracks the performance of the S&P 500 Index. It was launched on Nov 29, 1991. USAAX is managed by Victory. It was launched on Apr 5, 1971.
Performance
MUXYX vs. USAAX - Performance Comparison
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MUXYX vs. USAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUXYX Victory S&P 500 Index Fund | -4.48% | 17.17% | 24.62% | 25.70% | -18.49% | 28.01% | 17.91% | 30.85% | -4.84% | 21.27% |
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, MUXYX achieves a -4.48% return, which is significantly higher than USAAX's -10.65% return. Both investments have delivered pretty close results over the past 10 years, with MUXYX having a 13.50% annualized return and USAAX not far ahead at 14.01%.
MUXYX
- 1D
- 2.92%
- 1M
- -5.05%
- YTD
- -4.48%
- 6M
- -2.46%
- 1Y
- 16.85%
- 3Y*
- 17.77%
- 5Y*
- 11.26%
- 10Y*
- 13.50%
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%
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MUXYX vs. USAAX - Expense Ratio Comparison
MUXYX has a 0.44% expense ratio, which is lower than USAAX's 0.84% expense ratio.
Return for Risk
MUXYX vs. USAAX — Risk / Return Rank
MUXYX
USAAX
MUXYX vs. USAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory S&P 500 Index Fund (MUXYX) 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.
| MUXYX | USAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.70 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.17 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.16 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 0.92 | +0.55 |
Martin ratioReturn relative to average drawdown | 7.04 | 3.21 | +3.83 |
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
| MUXYX | USAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.70 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.41 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.64 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.49 | +0.05 |
Correlation
The correlation between MUXYX and USAAX is 0.92, 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
MUXYX vs. USAAX - Dividend Comparison
MUXYX's dividend yield for the trailing twelve months is around 8.55%, less than USAAX's 11.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUXYX Victory S&P 500 Index Fund | 8.55% | 8.00% | 16.75% | 5.84% | 8.25% | 7.94% | 7.27% | 13.51% | 12.31% | 17.31% | 8.03% | 11.65% |
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
MUXYX vs. USAAX - Drawdown Comparison
The maximum MUXYX drawdown since its inception was -55.74%, smaller than the maximum USAAX drawdown of -66.79%. Use the drawdown chart below to compare losses from any high point for MUXYX and USAAX.
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Drawdown Indicators
| MUXYX | USAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.74% | -66.79% | +11.05% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -16.92% | +4.77% |
Max Drawdown (5Y)Largest decline over 5 years | -28.47% | -41.75% | +13.28% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -41.75% | +7.96% |
Current DrawdownCurrent decline from peak | -6.35% | -13.69% | +7.34% |
Average DrawdownAverage peak-to-trough decline | -9.61% | -18.87% | +9.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 4.87% | -2.32% |
Volatility
MUXYX vs. USAAX - Volatility Comparison
The current volatility for Victory S&P 500 Index Fund (MUXYX) is 5.33%, while USAA Growth Fund (USAAX) has a volatility of 6.86%. This indicates that MUXYX 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
| MUXYX | USAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 6.86% | -1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 12.46% | -2.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.36% | 22.63% | -4.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.45% | 24.02% | -4.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.31% | 22.05% | -2.74% |