MUXYX vs. USHYX
Compare and contrast key facts about Victory S&P 500 Index Fund (MUXYX) and USAA High Income Fund (USHYX).
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. USHYX is managed by Victory. It was launched on Aug 2, 1999.
Performance
MUXYX vs. USHYX - Performance Comparison
Loading graphics...
MUXYX vs. USHYX - 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% |
USHYX USAA High Income Fund | -0.60% | 7.22% | 6.85% | 13.05% | -10.95% | 5.61% | 3.74% | 13.13% | -3.52% | 7.17% |
Returns By Period
In the year-to-date period, MUXYX achieves a -4.48% return, which is significantly lower than USHYX's -0.60% return. Over the past 10 years, MUXYX has outperformed USHYX with an annualized return of 13.50%, while USHYX has yielded a comparatively lower 5.37% 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%
USHYX
- 1D
- 0.44%
- 1M
- -1.20%
- YTD
- -0.60%
- 6M
- 0.41%
- 1Y
- 6.55%
- 3Y*
- 7.66%
- 5Y*
- 3.58%
- 10Y*
- 5.37%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MUXYX vs. USHYX - Expense Ratio Comparison
MUXYX has a 0.44% expense ratio, which is lower than USHYX's 0.76% expense ratio.
Return for Risk
MUXYX vs. USHYX — Risk / Return Rank
MUXYX
USHYX
MUXYX vs. USHYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory S&P 500 Index Fund (MUXYX) and USAA High Income Fund (USHYX). 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 | USHYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 2.19 | -1.24 |
Sortino ratioReturn per unit of downside risk | 1.45 | 3.06 | -1.61 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.52 | -0.30 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 2.63 | -1.16 |
Martin ratioReturn relative to average drawdown | 7.04 | 11.51 | -4.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MUXYX | USHYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 2.19 | -1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.79 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.98 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 1.29 | -0.74 |
Correlation
The correlation between MUXYX and USHYX is 0.35, 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. USHYX - Dividend Comparison
MUXYX's dividend yield for the trailing twelve months is around 8.55%, more than USHYX's 7.05% 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% |
USHYX USAA High Income Fund | 7.05% | 5.48% | 7.65% | 7.15% | 5.89% | 4.83% | 5.23% | 5.78% | 6.31% | 5.72% | 5.91% | 6.44% |
Drawdowns
MUXYX vs. USHYX - Drawdown Comparison
The maximum MUXYX drawdown since its inception was -55.74%, which is greater than USHYX's maximum drawdown of -33.59%. Use the drawdown chart below to compare losses from any high point for MUXYX and USHYX.
Loading graphics...
Drawdown Indicators
| MUXYX | USHYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.74% | -33.59% | -22.15% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -2.49% | -9.66% |
Max Drawdown (5Y)Largest decline over 5 years | -28.47% | -15.10% | -13.37% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -24.55% | -9.24% |
Current DrawdownCurrent decline from peak | -6.35% | -1.49% | -4.86% |
Average DrawdownAverage peak-to-trough decline | -9.61% | -2.99% | -6.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 0.57% | +1.98% |
Volatility
MUXYX vs. USHYX - Volatility Comparison
Victory S&P 500 Index Fund (MUXYX) has a higher volatility of 5.33% compared to USAA High Income Fund (USHYX) at 1.47%. This indicates that MUXYX's price experiences larger fluctuations and is considered to be riskier than USHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MUXYX | USHYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 1.47% | +3.86% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 1.97% | +7.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.36% | 3.08% | +15.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.45% | 4.58% | +14.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.31% | 5.47% | +13.84% |