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RSVAX vs. USAAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RSVAX vs. USAAX - Performance Comparison

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

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RSVAX vs. USAAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RSVAX
Victory RS Value Fund
1.67%4.58%12.58%7.63%-2.98%27.30%-2.60%31.36%-10.84%17.37%
USAAX
USAA Growth Fund
-10.65%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, RSVAX achieves a 1.67% return, which is significantly higher than USAAX's -10.65% return. Over the past 10 years, RSVAX has underperformed USAAX with an annualized return of 8.92%, while USAAX has yielded a comparatively higher 14.01% annualized return.


RSVAX

1D
1.80%
1M
-6.09%
YTD
1.67%
6M
3.14%
1Y
7.80%
3Y*
8.50%
5Y*
7.01%
10Y*
8.92%

USAAX

1D
3.89%
1M
-5.86%
YTD
-10.65%
6M
-10.48%
1Y
14.90%
3Y*
19.99%
5Y*
9.70%
10Y*
14.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RSVAX vs. USAAX - Expense Ratio Comparison

RSVAX has a 1.30% expense ratio, which is higher than USAAX's 0.84% expense ratio.


Return for Risk

RSVAX vs. USAAX — Risk / Return Rank

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

RSVAX
RSVAX Risk / Return Rank: 1717
Overall Rank
RSVAX Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
RSVAX Sortino Ratio Rank: 1515
Sortino Ratio Rank
RSVAX Omega Ratio Rank: 1414
Omega Ratio Rank
RSVAX Calmar Ratio Rank: 1818
Calmar Ratio Rank
RSVAX Martin Ratio Rank: 2222
Martin Ratio Rank

USAAX
USAAX Risk / Return Rank: 2929
Overall Rank
USAAX Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
USAAX Sortino Ratio Rank: 3232
Sortino Ratio Rank
USAAX Omega Ratio Rank: 3030
Omega Ratio Rank
USAAX Calmar Ratio Rank: 3030
Calmar Ratio Rank
USAAX Martin Ratio Rank: 2828
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.

RSVAX vs. USAAX - Risk-Adjusted Trends Comparison

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


RSVAXUSAAXDifference

Sharpe ratio

Return per unit of total volatility

0.50

0.70

-0.20

Sortino ratio

Return per unit of downside risk

0.81

1.17

-0.36

Omega ratio

Gain probability vs. loss probability

1.11

1.16

-0.05

Calmar ratio

Return relative to maximum drawdown

0.72

0.92

-0.20

Martin ratio

Return relative to average drawdown

2.97

3.21

-0.24

RSVAX vs. USAAX - Sharpe Ratio Comparison

The current RSVAX Sharpe Ratio is 0.50, which is comparable to the USAAX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of RSVAX 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


RSVAXUSAAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.50

0.70

-0.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

0.41

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

0.64

-0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.49

-0.09

Correlation

The correlation between RSVAX and USAAX 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

RSVAX vs. USAAX - Dividend Comparison

RSVAX's dividend yield for the trailing twelve months is around 8.69%, less than USAAX's 11.89% yield.


TTM20252024202320222021202020192018201720162015
RSVAX
Victory RS Value Fund
8.69%8.83%9.89%6.48%6.33%14.14%1.93%7.38%15.47%25.04%12.47%9.35%
USAAX
USAA Growth Fund
11.89%10.62%10.47%6.54%6.98%10.34%4.33%26.15%13.67%2.47%5.27%6.92%

Drawdowns

RSVAX vs. USAAX - Drawdown Comparison

The maximum RSVAX drawdown since its inception was -59.23%, smaller than the maximum USAAX drawdown of -66.79%. Use the drawdown chart below to compare losses from any high point for RSVAX and USAAX.


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Drawdown Indicators


RSVAXUSAAXDifference

Max Drawdown

Largest peak-to-trough decline

-59.23%

-66.79%

+7.56%

Max Drawdown (1Y)

Largest decline over 1 year

-12.06%

-16.92%

+4.86%

Max Drawdown (5Y)

Largest decline over 5 years

-23.58%

-41.75%

+18.17%

Max Drawdown (10Y)

Largest decline over 10 years

-43.49%

-41.75%

-1.74%

Current Drawdown

Current decline from peak

-6.16%

-13.69%

+7.53%

Average Drawdown

Average peak-to-trough decline

-13.88%

-18.87%

+4.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.92%

4.87%

-1.95%

Volatility

RSVAX vs. USAAX - Volatility Comparison

The current volatility for Victory RS Value Fund (RSVAX) is 4.16%, while USAA Growth Fund (USAAX) has a volatility of 6.86%. This indicates that RSVAX 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


RSVAXUSAAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.16%

6.86%

-2.70%

Volatility (6M)

Calculated over the trailing 6-month period

9.05%

12.46%

-3.41%

Volatility (1Y)

Calculated over the trailing 1-year period

16.29%

22.63%

-6.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.18%

24.02%

-5.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.20%

22.05%

-2.85%