USAAX vs. MUXYX
Compare and contrast key facts about USAA Growth Fund (USAAX) and Victory S&P 500 Index Fund (MUXYX).
USAAX is managed by Victory. It was launched on Apr 5, 1971. MUXYX is a passively managed fund by Victory that tracks the performance of the S&P 500 Index. It was launched on Nov 29, 1991.
Performance
USAAX vs. MUXYX - Performance Comparison
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USAAX vs. MUXYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USAAX USAA Growth Fund | -10.65% | 16.68% | 32.82% | 48.39% | -32.49% | 16.97% | 37.07% | 27.62% | -4.33% | 28.44% |
MUXYX Victory S&P 500 Index Fund | -4.48% | 17.17% | 24.62% | 25.70% | -18.49% | 28.01% | 17.91% | 30.85% | -4.84% | 21.27% |
Returns By Period
In the year-to-date period, USAAX achieves a -10.65% return, which is significantly lower than MUXYX's -4.48% return. Both investments have delivered pretty close results over the past 10 years, with USAAX having a 14.01% annualized return and MUXYX not far behind at 13.50%.
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%
MUXYX
- 1D
- 2.92%
- 1M
- -5.05%
- YTD
- -4.48%
- 6M
- -2.46%
- 1Y
- 16.85%
- 3Y*
- 17.77%
- 5Y*
- 11.26%
- 10Y*
- 13.50%
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USAAX vs. MUXYX - Expense Ratio Comparison
USAAX has a 0.84% expense ratio, which is higher than MUXYX's 0.44% expense ratio.
Return for Risk
USAAX vs. MUXYX — Risk / Return Rank
USAAX
MUXYX
USAAX vs. MUXYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Growth Fund (USAAX) and Victory S&P 500 Index Fund (MUXYX). 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.
| USAAX | MUXYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.95 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.45 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.22 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.48 | -0.55 |
Martin ratioReturn relative to average drawdown | 3.21 | 7.04 | -3.83 |
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
| USAAX | MUXYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.95 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.58 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.70 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.55 | -0.05 |
Correlation
The correlation between USAAX and MUXYX is 0.92, 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
USAAX vs. MUXYX - Dividend Comparison
USAAX's dividend yield for the trailing twelve months is around 11.89%, more than MUXYX's 8.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
MUXYX Victory S&P 500 Index Fund | 8.55% | 8.00% | 16.75% | 5.84% | 8.25% | 7.94% | 7.27% | 13.51% | 12.31% | 17.31% | 8.03% | 11.65% |
Drawdowns
USAAX vs. MUXYX - Drawdown Comparison
The maximum USAAX drawdown since its inception was -66.79%, which is greater than MUXYX's maximum drawdown of -55.74%. Use the drawdown chart below to compare losses from any high point for USAAX and MUXYX.
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Drawdown Indicators
| USAAX | MUXYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.79% | -55.74% | -11.05% |
Max Drawdown (1Y)Largest decline over 1 year | -16.92% | -12.15% | -4.77% |
Max Drawdown (5Y)Largest decline over 5 years | -41.75% | -28.47% | -13.28% |
Max Drawdown (10Y)Largest decline over 10 years | -41.75% | -33.79% | -7.96% |
Current DrawdownCurrent decline from peak | -13.69% | -6.35% | -7.34% |
Average DrawdownAverage peak-to-trough decline | -18.87% | -9.61% | -9.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.87% | 2.55% | +2.32% |
Volatility
USAAX vs. MUXYX - Volatility Comparison
USAA Growth Fund (USAAX) has a higher volatility of 6.86% compared to Victory S&P 500 Index Fund (MUXYX) at 5.33%. This indicates that USAAX's price experiences larger fluctuations and is considered to be riskier than MUXYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USAAX | MUXYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.86% | 5.33% | +1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 12.46% | 9.54% | +2.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.63% | 18.36% | +4.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.02% | 19.45% | +4.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.05% | 19.31% | +2.74% |