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RSPFX vs. USAUX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RSPFX vs. USAUX - Performance Comparison

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

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RSPFX vs. USAUX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RSPFX
Victory RS Partners Fund
4.84%2.50%14.86%15.80%-4.55%29.45%0.45%30.76%-12.30%14.24%
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, RSPFX achieves a 4.84% return, which is significantly higher than USAUX's -9.21% return. Over the past 10 years, RSPFX has underperformed USAUX with an annualized return of 10.97%, while USAUX has yielded a comparatively higher 13.97% annualized return.


RSPFX

1D
1.93%
1M
-6.81%
YTD
4.84%
6M
6.81%
1Y
12.06%
3Y*
11.61%
5Y*
7.55%
10Y*
10.97%

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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RSPFX vs. USAUX - Expense Ratio Comparison

RSPFX has a 1.45% expense ratio, which is higher than USAUX's 0.63% expense ratio.


Return for Risk

RSPFX vs. USAUX — Risk / Return Rank

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

RSPFX
RSPFX Risk / Return Rank: 2424
Overall Rank
RSPFX Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
RSPFX Sortino Ratio Rank: 2424
Sortino Ratio Rank
RSPFX Omega Ratio Rank: 2121
Omega Ratio Rank
RSPFX Calmar Ratio Rank: 3030
Calmar Ratio Rank
RSPFX Martin Ratio Rank: 2727
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.

RSPFX vs. USAUX - Risk-Adjusted Trends Comparison

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


RSPFXUSAUXDifference

Sharpe ratio

Return per unit of total volatility

0.64

0.84

-0.21

Sortino ratio

Return per unit of downside risk

1.03

1.36

-0.33

Omega ratio

Gain probability vs. loss probability

1.14

1.19

-0.05

Calmar ratio

Return relative to maximum drawdown

0.96

1.13

-0.16

Martin ratio

Return relative to average drawdown

3.25

3.76

-0.51

RSPFX vs. USAUX - Sharpe Ratio Comparison

The current RSPFX Sharpe Ratio is 0.64, which is comparable to the USAUX Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of RSPFX 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


RSPFXUSAUXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.64

0.84

-0.21

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

0.50

0.61

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.42

+0.13

Correlation

The correlation between RSPFX and USAUX is 0.65, 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. USAUX - Dividend Comparison

RSPFX's dividend yield for the trailing twelve months is around 5.20%, more than USAUX's 4.88% yield.


TTM20252024202320222021202020192018201720162015
RSPFX
Victory RS Partners Fund
5.20%5.45%5.79%5.66%8.92%16.56%1.52%9.92%24.51%23.61%5.62%3.18%
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

RSPFX vs. USAUX - Drawdown Comparison

The maximum RSPFX drawdown since its inception was -59.26%, smaller than the maximum USAUX drawdown of -76.19%. Use the drawdown chart below to compare losses from any high point for RSPFX and USAUX.


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Drawdown Indicators


RSPFXUSAUXDifference

Max Drawdown

Largest peak-to-trough decline

-59.26%

-76.19%

+16.93%

Max Drawdown (1Y)

Largest decline over 1 year

-13.08%

-17.09%

+4.01%

Max Drawdown (5Y)

Largest decline over 5 years

-26.89%

-43.84%

+16.95%

Max Drawdown (10Y)

Largest decline over 10 years

-42.91%

-43.84%

+0.93%

Current Drawdown

Current decline from peak

-7.98%

-13.82%

+5.84%

Average Drawdown

Average peak-to-trough decline

-10.73%

-26.80%

+16.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.88%

5.11%

-1.23%

Volatility

RSPFX vs. USAUX - Volatility Comparison

The current volatility for Victory RS Partners Fund (RSPFX) is 5.04%, while USAA Aggressive Growth Fund (USAUX) has a volatility of 7.08%. This indicates that RSPFX 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


RSPFXUSAUXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.04%

7.08%

-2.04%

Volatility (6M)

Calculated over the trailing 6-month period

11.13%

13.11%

-1.98%

Volatility (1Y)

Calculated over the trailing 1-year period

19.41%

23.03%

-3.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.68%

24.49%

-2.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.05%

22.81%

-0.76%