RSNRX vs. USSPX
Compare and contrast key facts about Victory Global Energy Transition Fund (RSNRX) and USAA 500 Index Fund (USSPX).
RSNRX is managed by Victory. It was launched on Nov 14, 1995. USSPX is managed by Victory. It was launched on May 1, 1996.
Performance
RSNRX vs. USSPX - Performance Comparison
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RSNRX vs. USSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
USSPX USAA 500 Index Fund | -4.39% | 17.63% | 25.04% | 26.99% | -19.37% | 27.45% | 21.21% | 31.19% | -4.66% | 21.19% |
Returns By Period
In the year-to-date period, RSNRX achieves a 16.87% return, which is significantly higher than USSPX's -4.39% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: RSNRX at 13.96% and USSPX at 13.96%.
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%
USSPX
- 1D
- 2.94%
- 1M
- -4.96%
- YTD
- -4.39%
- 6M
- -2.43%
- 1Y
- 17.28%
- 3Y*
- 18.36%
- 5Y*
- 11.45%
- 10Y*
- 13.96%
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RSNRX vs. USSPX - Expense Ratio Comparison
RSNRX has a 1.48% expense ratio, which is higher than USSPX's 0.24% expense ratio.
Return for Risk
RSNRX vs. USSPX — Risk / Return Rank
RSNRX
USSPX
RSNRX vs. USSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Global Energy Transition Fund (RSNRX) and USAA 500 Index Fund (USSPX). 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.
| RSNRX | USSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 4.08 | 0.97 | +3.11 |
Sortino ratioReturn per unit of downside risk | 4.47 | 1.48 | +2.98 |
Omega ratioGain probability vs. loss probability | 1.66 | 1.23 | +0.43 |
Calmar ratioReturn relative to maximum drawdown | 7.33 | 1.51 | +5.82 |
Martin ratioReturn relative to average drawdown | 27.20 | 7.24 | +19.97 |
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
| RSNRX | USSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.08 | 0.97 | +3.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.19 | 0.66 | +0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.76 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.51 | -0.22 |
Correlation
The correlation between RSNRX and USSPX is 0.52, 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. USSPX - Dividend Comparison
RSNRX's dividend yield for the trailing twelve months is around 3.75%, less than USSPX's 4.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
USSPX USAA 500 Index Fund | 4.34% | 4.14% | 3.63% | 2.07% | 2.81% | 4.98% | 3.38% | 4.98% | 3.03% | 1.34% | 2.34% | 1.89% |
Drawdowns
RSNRX vs. USSPX - Drawdown Comparison
The maximum RSNRX drawdown since its inception was -89.73%, which is greater than USSPX's maximum drawdown of -55.39%. Use the drawdown chart below to compare losses from any high point for RSNRX and USSPX.
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Drawdown Indicators
| RSNRX | USSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.73% | -55.39% | -34.34% |
Max Drawdown (1Y)Largest decline over 1 year | -14.36% | -12.19% | -2.17% |
Max Drawdown (5Y)Largest decline over 5 years | -25.44% | -26.88% | +1.44% |
Max Drawdown (10Y)Largest decline over 10 years | -84.27% | -33.64% | -50.63% |
Current DrawdownCurrent decline from peak | -0.65% | -6.25% | +5.60% |
Average DrawdownAverage peak-to-trough decline | -26.07% | -10.19% | -15.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.87% | 2.54% | +1.33% |
Volatility
RSNRX vs. USSPX - Volatility Comparison
Victory Global Energy Transition Fund (RSNRX) has a higher volatility of 6.66% compared to USAA 500 Index Fund (USSPX) at 5.37%. This indicates that RSNRX's price experiences larger fluctuations and is considered to be riskier than USSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSNRX | USSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.66% | 5.37% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 19.24% | 9.59% | +9.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.79% | 18.42% | +8.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.47% | 17.51% | +7.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.80% | 18.35% | +13.45% |