RSEGX vs. USAAX
Compare and contrast key facts about Victory RS Small Cap Growth Fund (RSEGX) and USAA Growth Fund (USAAX).
RSEGX is managed by Victory. It was launched on Nov 30, 1987. USAAX is managed by Victory. It was launched on Apr 5, 1971.
Performance
RSEGX vs. USAAX - Performance Comparison
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RSEGX vs. USAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RSEGX Victory RS Small Cap Growth Fund | -3.91% | 0.88% | 11.08% | 19.80% | -37.08% | -11.57% | 37.83% | 37.94% | -9.31% | 36.88% |
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, RSEGX achieves a -3.91% return, which is significantly higher than USAAX's -10.65% return. Over the past 10 years, RSEGX has underperformed USAAX with an annualized return of 6.70%, while USAAX has yielded a comparatively higher 14.01% annualized return.
RSEGX
- 1D
- 4.52%
- 1M
- -7.43%
- YTD
- -3.91%
- 6M
- -1.45%
- 1Y
- 15.74%
- 3Y*
- 6.33%
- 5Y*
- -6.26%
- 10Y*
- 6.70%
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%
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RSEGX vs. USAAX - Expense Ratio Comparison
RSEGX has a 1.40% expense ratio, which is higher than USAAX's 0.84% expense ratio.
Return for Risk
RSEGX vs. USAAX — Risk / Return Rank
RSEGX
USAAX
RSEGX vs. USAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Small Cap Growth Fund (RSEGX) 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.
| RSEGX | USAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.70 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.03 | 1.17 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.16 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.93 | 0.92 | +0.01 |
Martin ratioReturn relative to average drawdown | 3.24 | 3.21 | +0.03 |
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
| RSEGX | USAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.70 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.23 | 0.41 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.64 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.49 | -0.13 |
Correlation
The correlation between RSEGX and USAAX is 0.79, 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
RSEGX vs. USAAX - Dividend Comparison
RSEGX has not paid dividends to shareholders, while USAAX's dividend yield for the trailing twelve months is around 11.89%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSEGX Victory RS Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 6.25% | 16.78% | 9.05% | 9.01% | 20.43% | 9.55% | 0.00% | 1.33% |
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
RSEGX vs. USAAX - Drawdown Comparison
The maximum RSEGX drawdown since its inception was -82.12%, which is greater than USAAX's maximum drawdown of -66.79%. Use the drawdown chart below to compare losses from any high point for RSEGX and USAAX.
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Drawdown Indicators
| RSEGX | USAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.12% | -66.79% | -15.33% |
Max Drawdown (1Y)Largest decline over 1 year | -15.15% | -16.92% | +1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -49.10% | -41.75% | -7.35% |
Max Drawdown (10Y)Largest decline over 10 years | -52.89% | -41.75% | -11.14% |
Current DrawdownCurrent decline from peak | -35.68% | -13.69% | -21.99% |
Average DrawdownAverage peak-to-trough decline | -32.89% | -18.87% | -14.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.36% | 4.87% | -0.51% |
Volatility
RSEGX vs. USAAX - Volatility Comparison
Victory RS Small Cap Growth Fund (RSEGX) has a higher volatility of 9.39% compared to USAA Growth Fund (USAAX) at 6.86%. This indicates that RSEGX's price experiences larger fluctuations and is considered to be riskier 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
| RSEGX | USAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.39% | 6.86% | +2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 16.20% | 12.46% | +3.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.72% | 22.63% | +3.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.46% | 24.02% | +3.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.00% | 22.05% | +3.95% |