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RSNRX vs. USCRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RSNRX vs. USCRX - Performance Comparison

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

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RSNRX vs. USCRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RSNRX
Victory Global Energy Transition Fund
15.83%69.60%15.94%-8.64%35.02%83.01%27.35%-24.49%-45.81%1.02%
USCRX
USAA Cornerstone Moderately Aggressive Fund
0.55%16.64%8.15%12.00%-13.58%11.42%8.92%16.17%-7.41%14.99%

Returns By Period

In the year-to-date period, RSNRX achieves a 15.83% return, which is significantly higher than USCRX's 0.55% return. Over the past 10 years, RSNRX has outperformed USCRX with an annualized return of 13.86%, while USCRX has yielded a comparatively lower 6.77% annualized return.


RSNRX

1D
-0.89%
1M
1.31%
YTD
15.83%
6M
29.88%
1Y
104.13%
3Y*
27.03%
5Y*
29.83%
10Y*
13.86%

USCRX

1D
0.66%
1M
-2.05%
YTD
0.55%
6M
2.75%
1Y
15.85%
3Y*
10.95%
5Y*
5.69%
10Y*
6.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RSNRX vs. USCRX - Expense Ratio Comparison

RSNRX has a 1.48% expense ratio, which is higher than USCRX's 0.88% expense ratio.


Return for Risk

RSNRX vs. USCRX — 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

USCRX
USCRX Risk / Return Rank: 7878
Overall Rank
USCRX Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
USCRX Sortino Ratio Rank: 7777
Sortino Ratio Rank
USCRX Omega Ratio Rank: 7474
Omega Ratio Rank
USCRX Calmar Ratio Rank: 7878
Calmar Ratio Rank
USCRX Martin Ratio Rank: 8383
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. USCRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory Global Energy Transition Fund (RSNRX) and USAA Cornerstone Moderately Aggressive Fund (USCRX). 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.


RSNRXUSCRXDifference

Sharpe ratio

Return per unit of total volatility

3.95

1.50

+2.45

Sortino ratio

Return per unit of downside risk

4.37

2.16

+2.21

Omega ratio

Gain probability vs. loss probability

1.64

1.31

+0.33

Calmar ratio

Return relative to maximum drawdown

7.42

2.16

+5.26

Martin ratio

Return relative to average drawdown

27.55

9.47

+18.08

RSNRX vs. USCRX - Sharpe Ratio Comparison

The current RSNRX Sharpe Ratio is 3.95, which is higher than the USCRX Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of RSNRX and USCRX, 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


RSNRXUSCRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.95

1.50

+2.45

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.18

0.50

+0.68

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

0.61

-0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.68

-0.38

Correlation

The correlation between RSNRX and USCRX is 0.61, 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. USCRX - Dividend Comparison

RSNRX's dividend yield for the trailing twelve months is around 3.78%, less than USCRX's 10.35% yield.


TTM20252024202320222021202020192018201720162015
RSNRX
Victory Global Energy Transition Fund
3.78%4.38%1.65%2.36%0.78%0.00%0.05%0.00%0.00%0.00%0.00%0.00%
USCRX
USAA Cornerstone Moderately Aggressive Fund
10.35%10.40%7.18%2.11%4.34%8.03%1.92%2.04%6.52%7.73%2.07%2.87%

Drawdowns

RSNRX vs. USCRX - Drawdown Comparison

The maximum RSNRX drawdown since its inception was -89.73%, which is greater than USCRX's maximum drawdown of -49.07%. Use the drawdown chart below to compare losses from any high point for RSNRX and USCRX.


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Drawdown Indicators


RSNRXUSCRXDifference

Max Drawdown

Largest peak-to-trough decline

-89.73%

-49.07%

-40.66%

Max Drawdown (1Y)

Largest decline over 1 year

-11.65%

-6.73%

-4.92%

Max Drawdown (5Y)

Largest decline over 5 years

-25.44%

-24.00%

-1.44%

Max Drawdown (10Y)

Largest decline over 10 years

-84.27%

-24.00%

-60.27%

Current Drawdown

Current decline from peak

-1.53%

-4.13%

+2.60%

Average Drawdown

Average peak-to-trough decline

-26.07%

-5.48%

-20.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.87%

1.74%

+2.13%

Volatility

RSNRX vs. USCRX - Volatility Comparison

Victory Global Energy Transition Fund (RSNRX) has a higher volatility of 6.42% compared to USAA Cornerstone Moderately Aggressive Fund (USCRX) at 4.31%. This indicates that RSNRX's price experiences larger fluctuations and is considered to be riskier than USCRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RSNRXUSCRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.42%

4.31%

+2.11%

Volatility (6M)

Calculated over the trailing 6-month period

19.26%

6.84%

+12.42%

Volatility (1Y)

Calculated over the trailing 1-year period

26.76%

10.80%

+15.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.42%

11.51%

+13.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.80%

11.05%

+20.75%