RSEGX vs. USNQX
Compare and contrast key facts about Victory RS Small Cap Growth Fund (RSEGX) and USAA Nasdaq 100 Index Fund (USNQX).
RSEGX is managed by Victory Capital. It was launched on Nov 30, 1987. USNQX is managed by Victory Capital. It was launched on Oct 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSEGX or USNQX.
Key characteristics
| RSEGX | USNQX | |
|---|---|---|
| YTD Return | 9.02% | 15.35% |
| 1Y Return | 20.48% | 27.94% |
| 3Y Return (Ann) | -8.54% | 8.47% |
| 5Y Return (Ann) | 1.72% | 20.39% |
| 10Y Return (Ann) | 6.05% | 17.42% |
| Sharpe Ratio | 0.90 | 1.57 |
| Daily Std Dev | 22.03% | 17.63% |
| Max Drawdown | -82.68% | -74.36% |
| Current Drawdown | -34.87% | -6.35% |
Correlation
The correlation between RSEGX and USNQX is 0.82, 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
RSEGX vs. USNQX - Performance Comparison
In the year-to-date period, RSEGX achieves a 9.02% return, which is significantly lower than USNQX's 15.35% return. Over the past 10 years, RSEGX has underperformed USNQX with an annualized return of 6.05%, while USNQX has yielded a comparatively higher 17.42% 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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RSEGX vs. USNQX - Expense Ratio Comparison
RSEGX has a 1.40% expense ratio, which is higher than USNQX's 0.42% expense ratio.
Risk-Adjusted Performance
RSEGX vs. USNQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Small Cap Growth Fund (RSEGX) and USAA Nasdaq 100 Index Fund (USNQX). 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
RSEGX vs. USNQX - Dividend Comparison
RSEGX has not paid dividends to shareholders, while USNQX's dividend yield for the trailing twelve months is around 2.25%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSEGX Victory RS Small Cap Growth Fund | 0.00% | 0.00% | 6.25% | 16.78% | 9.05% | 9.01% | 20.43% | 9.55% | 0.00% | 0.00% | 0.87% | 1.35% |
USNQX USAA Nasdaq 100 Index Fund | 2.25% | 2.60% | 4.13% | 4.48% | 1.53% | 0.88% | 0.69% | 1.97% | 0.50% | 2.73% | 0.21% | 0.28% |
Drawdowns
RSEGX vs. USNQX - Drawdown Comparison
The maximum RSEGX drawdown since its inception was -82.68%, which is greater than USNQX's maximum drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for RSEGX and USNQX. For additional features, visit the drawdowns tool.
Volatility
RSEGX vs. USNQX - Volatility Comparison
Victory RS Small Cap Growth Fund (RSEGX) has a higher volatility of 6.17% compared to USAA Nasdaq 100 Index Fund (USNQX) at 5.03%. This indicates that RSEGX's price experiences larger fluctuations and is considered to be riskier than USNQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.