MUXYX vs. USAGX
Compare and contrast key facts about Victory S&P 500 Index Fund (MUXYX) and USAA Precious Metals and Minerals Fund (USAGX).
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. USAGX is managed by Victory. It was launched on Aug 14, 1984.
Performance
MUXYX vs. USAGX - Performance Comparison
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MUXYX vs. USAGX - 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% |
USAGX USAA Precious Metals and Minerals Fund | 6.26% | 156.06% | 10.76% | 6.73% | -11.80% | -10.14% | 25.85% | 42.97% | -12.26% | 9.65% |
Returns By Period
In the year-to-date period, MUXYX achieves a -4.48% return, which is significantly lower than USAGX's 6.26% return. Over the past 10 years, MUXYX has underperformed USAGX with an annualized return of 13.50%, while USAGX has yielded a comparatively higher 16.40% annualized return.
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%
USAGX
- 1D
- 6.75%
- 1M
- -20.36%
- YTD
- 6.26%
- 6M
- 20.15%
- 1Y
- 96.22%
- 3Y*
- 42.24%
- 5Y*
- 22.40%
- 10Y*
- 16.40%
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MUXYX vs. USAGX - Expense Ratio Comparison
MUXYX has a 0.44% expense ratio, which is lower than USAGX's 1.12% expense ratio.
Return for Risk
MUXYX vs. USAGX — Risk / Return Rank
MUXYX
USAGX
MUXYX vs. USAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory S&P 500 Index Fund (MUXYX) and USAA Precious Metals and Minerals Fund (USAGX). 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 | USAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 2.27 | -1.32 |
Sortino ratioReturn per unit of downside risk | 1.45 | 2.50 | -1.05 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.37 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 3.28 | -1.80 |
Martin ratioReturn relative to average drawdown | 7.04 | 12.04 | -5.00 |
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 | USAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 2.27 | -1.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.70 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.50 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.19 | +0.35 |
Correlation
The correlation between MUXYX and USAGX is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MUXYX vs. USAGX - Dividend Comparison
MUXYX's dividend yield for the trailing twelve months is around 8.55%, more than USAGX's 0.23% 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% |
USAGX USAA Precious Metals and Minerals Fund | 0.23% | 0.24% | 0.00% | 2.45% | 0.95% | 0.84% | 0.04% | 0.00% | 0.00% | 0.00% | 4.20% | 0.00% |
Drawdowns
MUXYX vs. USAGX - Drawdown Comparison
The maximum MUXYX drawdown since its inception was -55.74%, smaller than the maximum USAGX drawdown of -80.89%. Use the drawdown chart below to compare losses from any high point for MUXYX and USAGX.
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Drawdown Indicators
| MUXYX | USAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.74% | -80.89% | +25.15% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -30.12% | +17.97% |
Max Drawdown (5Y)Largest decline over 5 years | -28.47% | -45.72% | +17.25% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -51.03% | +17.24% |
Current DrawdownCurrent decline from peak | -6.35% | -20.48% | +14.13% |
Average DrawdownAverage peak-to-trough decline | -9.61% | -43.17% | +33.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 8.19% | -5.64% |
Volatility
MUXYX vs. USAGX - Volatility Comparison
The current volatility for Victory S&P 500 Index Fund (MUXYX) is 5.33%, while USAA Precious Metals and Minerals Fund (USAGX) has a volatility of 17.28%. This indicates that MUXYX experiences smaller price fluctuations and is considered to be less risky than USAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MUXYX | USAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 17.28% | -11.95% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 35.61% | -26.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.36% | 43.15% | -24.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.45% | 32.19% | -12.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.31% | 32.80% | -13.49% |