PortfoliosLab logoPortfoliosLab logo
RGGYX vs. USAUX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RGGYX vs. USAUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory RS Global Fund (RGGYX) and USAA Aggressive Growth Fund (USAUX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

RGGYX vs. USAUX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RGGYX
Victory RS Global Fund
-1.21%17.14%19.94%26.95%-18.80%22.77%17.27%30.69%-5.14%24.78%
USAUX
USAA Aggressive Growth Fund
-9.21%16.98%33.63%48.36%-35.30%16.68%41.82%23.23%-0.75%30.12%

Returns By Period

In the year-to-date period, RGGYX achieves a -1.21% return, which is significantly higher than USAUX's -9.21% return. Over the past 10 years, RGGYX has underperformed USAUX with an annualized return of 12.71%, while USAUX has yielded a comparatively higher 13.97% annualized return.


RGGYX

1D
3.08%
1M
-5.16%
YTD
-1.21%
6M
2.11%
1Y
21.07%
3Y*
17.51%
5Y*
10.69%
10Y*
12.71%

USAUX

1D
3.94%
1M
-5.73%
YTD
-9.21%
6M
-9.92%
1Y
18.30%
3Y*
21.65%
5Y*
9.48%
10Y*
13.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


RGGYX vs. USAUX - Expense Ratio Comparison

RGGYX has a 0.60% expense ratio, which is lower than USAUX's 0.63% expense ratio.


Return for Risk

RGGYX vs. USAUX — Risk / Return Rank

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

RGGYX
RGGYX Risk / Return Rank: 7474
Overall Rank
RGGYX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
RGGYX Sortino Ratio Rank: 7272
Sortino Ratio Rank
RGGYX Omega Ratio Rank: 7171
Omega Ratio Rank
RGGYX Calmar Ratio Rank: 7474
Calmar Ratio Rank
RGGYX Martin Ratio Rank: 8383
Martin Ratio Rank

USAUX
USAUX Risk / Return Rank: 3939
Overall Rank
USAUX Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
USAUX Sortino Ratio Rank: 4343
Sortino Ratio Rank
USAUX Omega Ratio Rank: 3939
Omega Ratio Rank
USAUX Calmar Ratio Rank: 4141
Calmar Ratio Rank
USAUX Martin Ratio Rank: 3434
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.

RGGYX vs. USAUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory RS Global Fund (RGGYX) and USAA Aggressive Growth Fund (USAUX). 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.


RGGYXUSAUXDifference

Sharpe ratio

Return per unit of total volatility

1.29

0.84

+0.44

Sortino ratio

Return per unit of downside risk

1.88

1.36

+0.52

Omega ratio

Gain probability vs. loss probability

1.28

1.19

+0.09

Calmar ratio

Return relative to maximum drawdown

1.84

1.13

+0.72

Martin ratio

Return relative to average drawdown

8.84

3.76

+5.08

RGGYX vs. USAUX - Sharpe Ratio Comparison

The current RGGYX Sharpe Ratio is 1.29, which is higher than the USAUX Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of RGGYX and USAUX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


RGGYXUSAUXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.29

0.84

+0.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.68

0.39

+0.29

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

0.61

+0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.80

0.42

+0.38

Correlation

The correlation between RGGYX and USAUX is 0.86, 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

RGGYX vs. USAUX - Dividend Comparison

RGGYX's dividend yield for the trailing twelve months is around 1.04%, less than USAUX's 4.88% yield.


TTM20252024202320222021202020192018201720162015
RGGYX
Victory RS Global Fund
1.04%1.03%1.16%1.09%1.29%3.42%0.82%1.38%4.84%8.60%10.38%3.86%
USAUX
USAA Aggressive Growth Fund
4.88%4.43%5.15%0.00%2.37%11.36%0.18%20.25%18.58%9.19%7.42%6.80%

Drawdowns

RGGYX vs. USAUX - Drawdown Comparison

The maximum RGGYX drawdown since its inception was -31.80%, smaller than the maximum USAUX drawdown of -76.19%. Use the drawdown chart below to compare losses from any high point for RGGYX and USAUX.


Loading graphics...

Drawdown Indicators


RGGYXUSAUXDifference

Max Drawdown

Largest peak-to-trough decline

-31.80%

-76.19%

+44.39%

Max Drawdown (1Y)

Largest decline over 1 year

-11.67%

-17.09%

+5.42%

Max Drawdown (5Y)

Largest decline over 5 years

-26.78%

-43.84%

+17.06%

Max Drawdown (10Y)

Largest decline over 10 years

-31.80%

-43.84%

+12.04%

Current Drawdown

Current decline from peak

-6.22%

-13.82%

+7.60%

Average Drawdown

Average peak-to-trough decline

-4.00%

-26.80%

+22.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.43%

5.11%

-2.68%

Volatility

RGGYX vs. USAUX - Volatility Comparison

The current volatility for Victory RS Global Fund (RGGYX) is 6.01%, while USAA Aggressive Growth Fund (USAUX) has a volatility of 7.08%. This indicates that RGGYX experiences smaller price fluctuations and is considered to be less risky than USAUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


RGGYXUSAUXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.01%

7.08%

-1.07%

Volatility (6M)

Calculated over the trailing 6-month period

9.78%

13.11%

-3.33%

Volatility (1Y)

Calculated over the trailing 1-year period

16.75%

23.03%

-6.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.85%

24.49%

-8.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.74%

22.81%

-6.07%