MUXYX vs. USBLX
Compare and contrast key facts about Victory S&P 500 Index Fund (MUXYX) and USAA Growth and Tax Strategy Fund (USBLX).
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. USBLX is managed by Victory. It was launched on Jan 10, 1989.
Performance
MUXYX vs. USBLX - Performance Comparison
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MUXYX vs. USBLX - 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% |
USBLX USAA Growth and Tax Strategy Fund | -2.22% | 10.30% | 13.32% | 16.10% | -15.82% | 14.80% | 10.78% | 18.46% | -1.95% | 13.48% |
Returns By Period
In the year-to-date period, MUXYX achieves a -4.48% return, which is significantly lower than USBLX's -2.22% return. Over the past 10 years, MUXYX has outperformed USBLX with an annualized return of 13.50%, while USBLX has yielded a comparatively lower 7.54% 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%
USBLX
- 1D
- 1.49%
- 1M
- -3.41%
- YTD
- -2.22%
- 6M
- -0.31%
- 1Y
- 10.01%
- 3Y*
- 10.50%
- 5Y*
- 5.74%
- 10Y*
- 7.54%
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MUXYX vs. USBLX - Expense Ratio Comparison
MUXYX has a 0.44% expense ratio, which is lower than USBLX's 0.58% expense ratio.
Return for Risk
MUXYX vs. USBLX — Risk / Return Rank
MUXYX
USBLX
MUXYX vs. USBLX - 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 and Tax Strategy Fund (USBLX). 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 | USBLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.24 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.74 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.26 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.46 | +0.01 |
Martin ratioReturn relative to average drawdown | 7.04 | 7.14 | -0.10 |
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 | USBLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.24 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.67 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.84 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.80 | -0.25 |
Correlation
The correlation between MUXYX and USBLX is 0.94, 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. USBLX - Dividend Comparison
MUXYX's dividend yield for the trailing twelve months is around 8.55%, more than USBLX's 2.19% 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% |
USBLX USAA Growth and Tax Strategy Fund | 2.19% | 1.96% | 2.28% | 2.11% | 1.74% | 1.66% | 1.88% | 1.95% | 2.73% | 2.16% | 2.31% | 2.69% |
Drawdowns
MUXYX vs. USBLX - Drawdown Comparison
The maximum MUXYX drawdown since its inception was -55.74%, which is greater than USBLX's maximum drawdown of -33.49%. Use the drawdown chart below to compare losses from any high point for MUXYX and USBLX.
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Drawdown Indicators
| MUXYX | USBLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.74% | -33.49% | -22.25% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -7.48% | -4.67% |
Max Drawdown (5Y)Largest decline over 5 years | -28.47% | -20.51% | -7.96% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -21.93% | -11.86% |
Current DrawdownCurrent decline from peak | -6.35% | -3.82% | -2.53% |
Average DrawdownAverage peak-to-trough decline | -9.61% | -4.31% | -5.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 1.53% | +1.02% |
Volatility
MUXYX vs. USBLX - Volatility Comparison
Victory S&P 500 Index Fund (MUXYX) has a higher volatility of 5.33% compared to USAA Growth and Tax Strategy Fund (USBLX) at 2.86%. This indicates that MUXYX's price experiences larger fluctuations and is considered to be riskier than USBLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MUXYX | USBLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 2.86% | +2.47% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 4.78% | +4.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.36% | 8.47% | +9.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.45% | 8.63% | +10.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.31% | 9.06% | +10.25% |