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RSPFX vs. USAAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RSPFX vs. USAAX - Performance Comparison

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

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RSPFX vs. USAAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RSPFX
Victory RS Partners Fund
2.86%2.50%14.86%15.80%-4.55%29.45%0.45%30.76%-12.30%14.24%
USAAX
USAA Growth Fund
-14.00%16.68%32.82%48.39%-32.49%16.97%37.07%27.62%-4.33%28.44%

Returns By Period

In the year-to-date period, RSPFX achieves a 2.86% return, which is significantly higher than USAAX's -14.00% return. Over the past 10 years, RSPFX has underperformed USAAX with an annualized return of 10.76%, while USAAX has yielded a comparatively higher 13.58% annualized return.


RSPFX

1D
-0.28%
1M
-7.91%
YTD
2.86%
6M
4.87%
1Y
10.19%
3Y*
10.90%
5Y*
7.47%
10Y*
10.76%

USAAX

1D
-0.20%
1M
-9.22%
YTD
-14.00%
6M
-13.25%
1Y
11.52%
3Y*
18.48%
5Y*
9.24%
10Y*
13.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RSPFX vs. USAAX - Expense Ratio Comparison

RSPFX has a 1.45% expense ratio, which is higher than USAAX's 0.84% expense ratio.


Return for Risk

RSPFX vs. USAAX — Risk / Return Rank

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

RSPFX
RSPFX Risk / Return Rank: 2222
Overall Rank
RSPFX Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
RSPFX Sortino Ratio Rank: 2222
Sortino Ratio Rank
RSPFX Omega Ratio Rank: 2020
Omega Ratio Rank
RSPFX Calmar Ratio Rank: 2323
Calmar Ratio Rank
RSPFX Martin Ratio Rank: 2222
Martin Ratio Rank

USAAX
USAAX Risk / Return Rank: 2020
Overall Rank
USAAX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
USAAX Sortino Ratio Rank: 2323
Sortino Ratio Rank
USAAX Omega Ratio Rank: 2222
Omega Ratio Rank
USAAX Calmar Ratio Rank: 1717
Calmar Ratio Rank
USAAX Martin Ratio Rank: 1717
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.

RSPFX vs. USAAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory RS Partners Fund (RSPFX) and USAA Growth Fund (USAAX). 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.


RSPFXUSAAXDifference

Sharpe ratio

Return per unit of total volatility

0.54

0.51

+0.04

Sortino ratio

Return per unit of downside risk

0.90

0.89

+0.01

Omega ratio

Gain probability vs. loss probability

1.12

1.12

-0.01

Calmar ratio

Return relative to maximum drawdown

0.67

0.49

+0.18

Martin ratio

Return relative to average drawdown

2.29

1.73

+0.56

RSPFX vs. USAAX - Sharpe Ratio Comparison

The current RSPFX Sharpe Ratio is 0.54, which is comparable to the USAAX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of RSPFX and USAAX, 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


RSPFXUSAAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.54

0.51

+0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

0.39

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.62

-0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.49

+0.06

Correlation

The correlation between RSPFX and USAAX is 0.66, 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

RSPFX vs. USAAX - Dividend Comparison

RSPFX's dividend yield for the trailing twelve months is around 5.30%, less than USAAX's 12.35% yield.


TTM20252024202320222021202020192018201720162015
RSPFX
Victory RS Partners Fund
5.30%5.45%5.79%5.66%8.92%16.56%1.52%9.92%24.51%23.61%5.62%3.18%
USAAX
USAA Growth Fund
12.35%10.62%10.47%6.54%6.98%10.34%4.33%26.15%13.67%2.47%5.27%6.92%

Drawdowns

RSPFX vs. USAAX - Drawdown Comparison

The maximum RSPFX drawdown since its inception was -59.26%, smaller than the maximum USAAX drawdown of -66.79%. Use the drawdown chart below to compare losses from any high point for RSPFX and USAAX.


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Drawdown Indicators


RSPFXUSAAXDifference

Max Drawdown

Largest peak-to-trough decline

-59.26%

-66.79%

+7.53%

Max Drawdown (1Y)

Largest decline over 1 year

-13.08%

-16.92%

+3.84%

Max Drawdown (5Y)

Largest decline over 5 years

-26.89%

-41.75%

+14.86%

Max Drawdown (10Y)

Largest decline over 10 years

-42.91%

-41.75%

-1.16%

Current Drawdown

Current decline from peak

-9.72%

-16.92%

+7.20%

Average Drawdown

Average peak-to-trough decline

-10.73%

-18.87%

+8.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.85%

4.79%

-0.94%

Volatility

RSPFX vs. USAAX - Volatility Comparison

The current volatility for Victory RS Partners Fund (RSPFX) is 4.61%, while USAA Growth Fund (USAAX) has a volatility of 5.39%. This indicates that RSPFX experiences smaller price fluctuations and is considered to be less risky than USAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RSPFXUSAAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.61%

5.39%

-0.78%

Volatility (6M)

Calculated over the trailing 6-month period

10.99%

11.85%

-0.86%

Volatility (1Y)

Calculated over the trailing 1-year period

19.35%

22.35%

-3.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.67%

23.97%

-2.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.04%

22.02%

+0.02%