PortfoliosLab logoPortfoliosLab logo
RSINX vs. USBLX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RSINX vs. USBLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory RS Investors Fund (RSINX) and USAA Growth and Tax Strategy Fund (USBLX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

RSINX vs. USBLX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RSINX
Victory RS Investors Fund
-0.24%6.39%20.81%13.18%-2.02%25.73%-1.68%28.02%-9.55%16.36%
USBLX
USAA Growth and Tax Strategy Fund
-2.22%10.30%13.32%16.10%-15.82%14.80%10.78%18.46%-1.95%13.48%

Returns By Period

In the year-to-date period, RSINX achieves a -0.24% return, which is significantly higher than USBLX's -2.22% return. Over the past 10 years, RSINX has outperformed USBLX with an annualized return of 9.99%, while USBLX has yielded a comparatively lower 7.54% annualized return.


RSINX

1D
1.67%
1M
-6.00%
YTD
-0.24%
6M
3.14%
1Y
5.87%
3Y*
12.48%
5Y*
9.55%
10Y*
9.99%

USBLX

1D
1.49%
1M
-3.41%
YTD
-2.22%
6M
-0.31%
1Y
10.01%
3Y*
10.50%
5Y*
5.74%
10Y*
7.54%
*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.


RSINX vs. USBLX - Expense Ratio Comparison

RSINX has a 1.33% expense ratio, which is higher than USBLX's 0.58% expense ratio.


Return for Risk

RSINX vs. USBLX — Risk / Return Rank

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

RSINX
RSINX Risk / Return Rank: 1313
Overall Rank
RSINX Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
RSINX Sortino Ratio Rank: 1111
Sortino Ratio Rank
RSINX Omega Ratio Rank: 1111
Omega Ratio Rank
RSINX Calmar Ratio Rank: 1515
Calmar Ratio Rank
RSINX Martin Ratio Rank: 1717
Martin Ratio Rank

USBLX
USBLX Risk / Return Rank: 6666
Overall Rank
USBLX Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
USBLX Sortino Ratio Rank: 6767
Sortino Ratio Rank
USBLX Omega Ratio Rank: 6565
Omega Ratio Rank
USBLX Calmar Ratio Rank: 5959
Calmar Ratio Rank
USBLX Martin Ratio Rank: 7272
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.

RSINX vs. USBLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory RS Investors Fund (RSINX) and USAA Growth and Tax Strategy Fund (USBLX). 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.


RSINXUSBLXDifference

Sharpe ratio

Return per unit of total volatility

0.39

1.24

-0.85

Sortino ratio

Return per unit of downside risk

0.65

1.74

-1.09

Omega ratio

Gain probability vs. loss probability

1.09

1.26

-0.17

Calmar ratio

Return relative to maximum drawdown

0.57

1.46

-0.89

Martin ratio

Return relative to average drawdown

2.18

7.14

-4.96

RSINX vs. USBLX - Sharpe Ratio Comparison

The current RSINX Sharpe Ratio is 0.39, which is lower than the USBLX Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of RSINX and USBLX, 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


RSINXUSBLXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.39

1.24

-0.85

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

0.67

-0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.84

-0.31

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.80

-0.42

Correlation

The correlation between RSINX and USBLX is 0.80, 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

RSINX vs. USBLX - Dividend Comparison

RSINX's dividend yield for the trailing twelve months is around 4.47%, more than USBLX's 2.19% yield.


TTM20252024202320222021202020192018201720162015
RSINX
Victory RS Investors Fund
4.47%4.46%10.21%0.77%4.03%15.89%0.30%4.32%17.89%14.37%0.00%0.00%
USBLX
USAA Growth and Tax Strategy Fund
2.19%1.96%2.28%2.11%1.74%1.66%1.88%1.95%2.73%2.16%2.31%2.69%

Drawdowns

RSINX vs. USBLX - Drawdown Comparison

The maximum RSINX drawdown since its inception was -66.11%, which is greater than USBLX's maximum drawdown of -33.49%. Use the drawdown chart below to compare losses from any high point for RSINX and USBLX.


Loading graphics...

Drawdown Indicators


RSINXUSBLXDifference

Max Drawdown

Largest peak-to-trough decline

-66.11%

-33.49%

-32.62%

Max Drawdown (1Y)

Largest decline over 1 year

-11.70%

-7.48%

-4.22%

Max Drawdown (5Y)

Largest decline over 5 years

-23.08%

-20.51%

-2.57%

Max Drawdown (10Y)

Largest decline over 10 years

-40.86%

-21.93%

-18.93%

Current Drawdown

Current decline from peak

-7.11%

-3.82%

-3.29%

Average Drawdown

Average peak-to-trough decline

-10.64%

-4.31%

-6.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.06%

1.53%

+1.53%

Volatility

RSINX vs. USBLX - Volatility Comparison

Victory RS Investors Fund (RSINX) has a higher volatility of 3.69% compared to USAA Growth and Tax Strategy Fund (USBLX) at 2.86%. This indicates that RSINX's price experiences larger fluctuations and is considered to be riskier than USBLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


RSINXUSBLXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.69%

2.86%

+0.83%

Volatility (6M)

Calculated over the trailing 6-month period

9.23%

4.78%

+4.45%

Volatility (1Y)

Calculated over the trailing 1-year period

15.83%

8.47%

+7.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.18%

8.63%

+10.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.10%

9.06%

+10.04%