MUXYX vs. USSCX
Compare and contrast key facts about Victory S&P 500 Index Fund (MUXYX) and USAA Science & Technology Fund (USSCX).
MUXYX is managed by Victory Capital. It was launched on Nov 29, 1991. USSCX is managed by Victory Capital. It was launched on Jul 31, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MUXYX or USSCX.
Key characteristics
| MUXYX | USSCX | |
|---|---|---|
| YTD Return | 26.52% | 32.52% |
| 1Y Return | 30.75% | 54.90% |
| 3Y Return (Ann) | 3.28% | -6.45% |
| 5Y Return (Ann) | 7.53% | 2.11% |
| 10Y Return (Ann) | 3.94% | 3.31% |
| Sharpe Ratio | 2.41 | 2.66 |
| Sortino Ratio | 3.17 | 3.37 |
| Omega Ratio | 1.46 | 1.45 |
| Calmar Ratio | 1.88 | 1.09 |
| Martin Ratio | 15.17 | 16.19 |
| Ulcer Index | 2.02% | 3.40% |
| Daily Std Dev | 12.70% | 20.69% |
| Max Drawdown | -60.91% | -79.48% |
| Current Drawdown | -0.30% | -23.40% |
Correlation
The correlation between MUXYX and USSCX is 0.85, 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.
Performance
MUXYX vs. USSCX - Performance Comparison
In the year-to-date period, MUXYX achieves a 26.52% return, which is significantly lower than USSCX's 32.52% return. Over the past 10 years, MUXYX has outperformed USSCX with an annualized return of 3.94%, while USSCX has yielded a comparatively lower 3.31% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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MUXYX vs. USSCX - Expense Ratio Comparison
MUXYX has a 0.44% expense ratio, which is lower than USSCX's 0.95% expense ratio.
Risk-Adjusted Performance
MUXYX vs. USSCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory S&P 500 Index Fund (MUXYX) and USAA Science & Technology Fund (USSCX). 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.
Dividends
MUXYX vs. USSCX - Dividend Comparison
MUXYX's dividend yield for the trailing twelve months is around 0.85%, while USSCX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUXYX Victory S&P 500 Index Fund | 0.85% | 1.06% | 1.25% | 0.90% | 1.25% | 1.56% | 2.02% | 1.66% | 1.85% | 1.90% | 1.45% | 1.35% |
USSCX USAA Science & Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.49% | 2.08% |
Drawdowns
MUXYX vs. USSCX - Drawdown Comparison
The maximum MUXYX drawdown since its inception was -60.91%, smaller than the maximum USSCX drawdown of -79.48%. Use the drawdown chart below to compare losses from any high point for MUXYX and USSCX. For additional features, visit the drawdowns tool.
Volatility
MUXYX vs. USSCX - Volatility Comparison
The current volatility for Victory S&P 500 Index Fund (MUXYX) is 3.83%, while USAA Science & Technology Fund (USSCX) has a volatility of 6.18%. This indicates that MUXYX experiences smaller price fluctuations and is considered to be less risky than USSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.