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PMFKX vs. USAAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PMFKX vs. USAAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory Pioneer Multi-Asset Income Class R-6 (PMFKX) and USAA Growth Fund (USAAX). The values are adjusted to include any dividend payments, if applicable.

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PMFKX vs. USAAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PMFKX
Victory Pioneer Multi-Asset Income Class R-6
1.52%23.37%6.39%6.97%-0.74%12.29%5.57%11.23%-4.27%18.27%
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, PMFKX achieves a 1.52% return, which is significantly higher than USAAX's -10.65% return. Over the past 10 years, PMFKX has underperformed USAAX with an annualized return of 8.97%, while USAAX has yielded a comparatively higher 14.01% annualized return.


PMFKX

1D
0.52%
1M
-2.60%
YTD
1.52%
6M
4.66%
1Y
17.70%
3Y*
12.20%
5Y*
8.12%
10Y*
8.97%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PMFKX vs. USAAX - Expense Ratio Comparison

PMFKX has a 0.55% expense ratio, which is lower than USAAX's 0.84% expense ratio.


Return for Risk

PMFKX vs. USAAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PMFKX
PMFKX Risk / Return Rank: 9393
Overall Rank
PMFKX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
PMFKX Sortino Ratio Rank: 9595
Sortino Ratio Rank
PMFKX Omega Ratio Rank: 9595
Omega Ratio Rank
PMFKX Calmar Ratio Rank: 8787
Calmar Ratio Rank
PMFKX Martin Ratio Rank: 9393
Martin Ratio Rank

USAAX
USAAX Risk / Return Rank: 2929
Overall Rank
USAAX Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
USAAX Sortino Ratio Rank: 3232
Sortino Ratio Rank
USAAX Omega Ratio Rank: 3030
Omega Ratio Rank
USAAX Calmar Ratio Rank: 3030
Calmar Ratio Rank
USAAX Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PMFKX vs. USAAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory Pioneer Multi-Asset Income Class R-6 (PMFKX) 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.


PMFKXUSAAXDifference

Sharpe ratio

Return per unit of total volatility

2.51

0.70

+1.81

Sortino ratio

Return per unit of downside risk

3.17

1.17

+2.00

Omega ratio

Gain probability vs. loss probability

1.54

1.16

+0.37

Calmar ratio

Return relative to maximum drawdown

2.55

0.92

+1.63

Martin ratio

Return relative to average drawdown

12.04

3.21

+8.83

PMFKX vs. USAAX - Sharpe Ratio Comparison

The current PMFKX Sharpe Ratio is 2.51, which is higher than the USAAX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of PMFKX and USAAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PMFKXUSAAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.51

0.70

+1.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.13

0.41

+0.73

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.19

0.64

+0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

1.04

0.49

+0.55

Correlation

The correlation between PMFKX and USAAX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

PMFKX vs. USAAX - Dividend Comparison

PMFKX's dividend yield for the trailing twelve months is around 6.01%, less than USAAX's 11.89% yield.


TTM20252024202320222021202020192018201720162015
PMFKX
Victory Pioneer Multi-Asset Income Class R-6
6.01%6.54%5.52%4.87%4.77%5.75%5.64%6.05%6.13%6.88%5.74%6.20%
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

PMFKX vs. USAAX - Drawdown Comparison

The maximum PMFKX drawdown since its inception was -24.13%, smaller than the maximum USAAX drawdown of -66.79%. Use the drawdown chart below to compare losses from any high point for PMFKX and USAAX.


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Drawdown Indicators


PMFKXUSAAXDifference

Max Drawdown

Largest peak-to-trough decline

-24.13%

-66.79%

+42.66%

Max Drawdown (1Y)

Largest decline over 1 year

-7.11%

-16.92%

+9.81%

Max Drawdown (5Y)

Largest decline over 5 years

-13.99%

-41.75%

+27.76%

Max Drawdown (10Y)

Largest decline over 10 years

-24.13%

-41.75%

+17.62%

Current Drawdown

Current decline from peak

-2.95%

-13.69%

+10.74%

Average Drawdown

Average peak-to-trough decline

-2.75%

-18.87%

+16.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.51%

4.87%

-3.36%

Volatility

PMFKX vs. USAAX - Volatility Comparison

The current volatility for Victory Pioneer Multi-Asset Income Class R-6 (PMFKX) is 2.21%, while USAA Growth Fund (USAAX) has a volatility of 6.86%. This indicates that PMFKX 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


PMFKXUSAAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.21%

6.86%

-4.65%

Volatility (6M)

Calculated over the trailing 6-month period

4.10%

12.46%

-8.36%

Volatility (1Y)

Calculated over the trailing 1-year period

7.16%

22.63%

-15.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.20%

24.02%

-16.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.55%

22.05%

-14.50%