URNQX vs. EFCNX
Compare and contrast key facts about Victory Nasdaq 100 Index Fund R6 Shares (URNQX) and Emerald Insights Fund (EFCNX).
URNQX is a passively managed fund by USAA that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 2, 2017. EFCNX is managed by Emerald. It was launched on Aug 1, 2014.
Performance
URNQX vs. EFCNX - Performance Comparison
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URNQX vs. EFCNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
URNQX Victory Nasdaq 100 Index Fund R6 Shares | -5.90% | 20.65% | 25.60% | 54.68% | -32.63% | 27.00% | 48.52% | 38.99% | -0.37% | 19.28% |
EFCNX Emerald Insights Fund | 0.00% | 28.71% | 25.88% | 40.82% | -31.09% | 22.95% | 49.60% | 36.32% | -9.88% | 13.83% |
Returns By Period
URNQX
- 1D
- 3.43%
- 1M
- -4.97%
- YTD
- -5.90%
- 6M
- -4.17%
- 1Y
- 22.61%
- 3Y*
- 22.27%
- 5Y*
- 12.76%
- 10Y*
- —
EFCNX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 45.34%
- 3Y*
- 25.53%
- 5Y*
- 11.21%
- 10Y*
- 16.72%
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URNQX vs. EFCNX - Expense Ratio Comparison
URNQX has a 0.30% expense ratio, which is lower than EFCNX's 1.40% expense ratio.
Return for Risk
URNQX vs. EFCNX — Risk / Return Rank
URNQX
EFCNX
URNQX vs. EFCNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Nasdaq 100 Index Fund R6 Shares (URNQX) and Emerald Insights Fund (EFCNX). 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.
| URNQX | EFCNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 2.43 | -1.39 |
Sortino ratioReturn per unit of downside risk | 1.62 | 3.41 | -1.78 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.84 | -0.61 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 0.87 | +0.99 |
Martin ratioReturn relative to average drawdown | 6.89 | 3.10 | +3.79 |
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
| URNQX | EFCNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 2.43 | -1.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.50 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.63 | +0.16 |
Correlation
The correlation between URNQX and EFCNX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
URNQX vs. EFCNX - Dividend Comparison
URNQX's dividend yield for the trailing twelve months is around 3.32%, less than EFCNX's 8.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
URNQX Victory Nasdaq 100 Index Fund R6 Shares | 3.32% | 3.13% | 2.31% | 2.72% | 4.32% | 4.59% | 1.64% | 0.92% | 0.80% | 2.07% |
EFCNX Emerald Insights Fund | 8.50% | 8.50% | 1.27% | 0.00% | 5.41% | 15.80% | 9.41% | 0.04% | 27.51% | 0.00% |
Drawdowns
URNQX vs. EFCNX - Drawdown Comparison
The maximum URNQX drawdown since its inception was -36.87%, roughly equal to the maximum EFCNX drawdown of -38.34%. Use the drawdown chart below to compare losses from any high point for URNQX and EFCNX.
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Drawdown Indicators
| URNQX | EFCNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.87% | -38.34% | +1.47% |
Max Drawdown (1Y)Largest decline over 1 year | -12.71% | -14.32% | +1.61% |
Max Drawdown (5Y)Largest decline over 5 years | -36.87% | -38.34% | +1.47% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.34% | — |
Current DrawdownCurrent decline from peak | -9.02% | 0.00% | -9.02% |
Average DrawdownAverage peak-to-trough decline | -7.14% | -8.74% | +1.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.43% | 7.45% | -4.02% |
Volatility
URNQX vs. EFCNX - Volatility Comparison
Victory Nasdaq 100 Index Fund R6 Shares (URNQX) has a higher volatility of 6.57% compared to Emerald Insights Fund (EFCNX) at 0.00%. This indicates that URNQX's price experiences larger fluctuations and is considered to be riskier than EFCNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| URNQX | EFCNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.57% | 0.00% | +6.57% |
Volatility (6M)Calculated over the trailing 6-month period | 12.89% | 5.20% | +7.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.75% | 22.14% | +0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.92% | 23.15% | -0.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.39% | 22.85% | +0.54% |