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RSNRX vs. USAUX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RSNRX vs. USAUX - Performance Comparison

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

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RSNRX vs. USAUX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RSNRX
Victory Global Energy Transition Fund
16.87%69.60%15.94%-8.64%35.02%83.01%27.35%-24.49%-45.81%1.02%
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, RSNRX achieves a 16.87% return, which is significantly higher than USAUX's -9.21% return. Both investments have delivered pretty close results over the past 10 years, with RSNRX having a 13.96% annualized return and USAUX not far ahead at 13.97%.


RSNRX

1D
1.28%
1M
0.26%
YTD
16.87%
6M
31.78%
1Y
107.01%
3Y*
27.41%
5Y*
30.06%
10Y*
13.96%

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)

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RSNRX vs. USAUX - Expense Ratio Comparison

RSNRX has a 1.48% expense ratio, which is higher than USAUX's 0.63% expense ratio.


Return for Risk

RSNRX vs. USAUX — Risk / Return Rank

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

RSNRX
RSNRX Risk / Return Rank: 9898
Overall Rank
RSNRX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
RSNRX Sortino Ratio Rank: 9898
Sortino Ratio Rank
RSNRX Omega Ratio Rank: 9797
Omega Ratio Rank
RSNRX Calmar Ratio Rank: 9999
Calmar Ratio Rank
RSNRX Martin Ratio Rank: 9999
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.

RSNRX vs. USAUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory Global Energy Transition Fund (RSNRX) 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.


RSNRXUSAUXDifference

Sharpe ratio

Return per unit of total volatility

4.08

0.84

+3.24

Sortino ratio

Return per unit of downside risk

4.47

1.36

+3.11

Omega ratio

Gain probability vs. loss probability

1.66

1.19

+0.47

Calmar ratio

Return relative to maximum drawdown

7.33

1.13

+6.20

Martin ratio

Return relative to average drawdown

27.20

3.76

+23.44

RSNRX vs. USAUX - Sharpe Ratio Comparison

The current RSNRX Sharpe Ratio is 4.08, which is higher than the USAUX Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of RSNRX 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.


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Sharpe Ratios by Period


RSNRXUSAUXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.08

0.84

+3.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.19

0.39

+0.80

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

0.61

-0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.42

-0.12

Correlation

The correlation between RSNRX and USAUX is 0.46, 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

RSNRX vs. USAUX - Dividend Comparison

RSNRX's dividend yield for the trailing twelve months is around 3.75%, less than USAUX's 4.88% yield.


TTM20252024202320222021202020192018201720162015
RSNRX
Victory Global Energy Transition Fund
3.75%4.38%1.65%2.36%0.78%0.00%0.05%0.00%0.00%0.00%0.00%0.00%
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

RSNRX vs. USAUX - Drawdown Comparison

The maximum RSNRX drawdown since its inception was -89.73%, which is greater than USAUX's maximum drawdown of -76.19%. Use the drawdown chart below to compare losses from any high point for RSNRX and USAUX.


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Drawdown Indicators


RSNRXUSAUXDifference

Max Drawdown

Largest peak-to-trough decline

-89.73%

-76.19%

-13.54%

Max Drawdown (1Y)

Largest decline over 1 year

-14.36%

-17.09%

+2.73%

Max Drawdown (5Y)

Largest decline over 5 years

-25.44%

-43.84%

+18.40%

Max Drawdown (10Y)

Largest decline over 10 years

-84.27%

-43.84%

-40.43%

Current Drawdown

Current decline from peak

-0.65%

-13.82%

+13.17%

Average Drawdown

Average peak-to-trough decline

-26.07%

-26.80%

+0.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.87%

5.11%

-1.24%

Volatility

RSNRX vs. USAUX - Volatility Comparison

The current volatility for Victory Global Energy Transition Fund (RSNRX) is 6.66%, while USAA Aggressive Growth Fund (USAUX) has a volatility of 7.08%. This indicates that RSNRX 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.


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Volatility by Period


RSNRXUSAUXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.66%

7.08%

-0.42%

Volatility (6M)

Calculated over the trailing 6-month period

19.24%

13.11%

+6.13%

Volatility (1Y)

Calculated over the trailing 1-year period

26.79%

23.03%

+3.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.47%

24.49%

+0.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.80%

22.81%

+8.99%