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USAAX vs. VFFIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

USAAX vs. VFFIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in USAA Growth Fund (USAAX) and Victory INCORE Fund for Income Class I (VFFIX). The values are adjusted to include any dividend payments, if applicable.

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USAAX vs. VFFIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
USAAX
USAA Growth Fund
-14.00%16.68%32.82%48.39%-32.49%16.97%37.07%27.62%-4.33%28.44%
VFFIX
Victory INCORE Fund for Income Class I
0.11%4.51%4.48%4.14%-5.23%-1.60%3.05%4.14%1.24%0.67%

Returns By Period

In the year-to-date period, USAAX achieves a -14.00% return, which is significantly lower than VFFIX's 0.11% return. Over the past 10 years, USAAX has outperformed VFFIX with an annualized return of 13.58%, while VFFIX has yielded a comparatively lower 1.41% annualized return.


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%

VFFIX

1D
0.15%
1M
-0.71%
YTD
0.11%
6M
1.26%
1Y
3.66%
3Y*
3.87%
5Y*
1.29%
10Y*
1.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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USAAX vs. VFFIX - Expense Ratio Comparison

USAAX has a 0.84% expense ratio, which is higher than VFFIX's 0.64% expense ratio.


Return for Risk

USAAX vs. VFFIX — Risk / Return Rank

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

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

VFFIX
VFFIX Risk / Return Rank: 9595
Overall Rank
VFFIX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
VFFIX Sortino Ratio Rank: 9494
Sortino Ratio Rank
VFFIX Omega Ratio Rank: 9494
Omega Ratio Rank
VFFIX Calmar Ratio Rank: 9797
Calmar Ratio Rank
VFFIX Martin Ratio Rank: 9696
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.

USAAX vs. VFFIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for USAA Growth Fund (USAAX) and Victory INCORE Fund for Income Class I (VFFIX). 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.


USAAXVFFIXDifference

Sharpe ratio

Return per unit of total volatility

0.51

1.94

-1.44

Sortino ratio

Return per unit of downside risk

0.89

3.06

-2.17

Omega ratio

Gain probability vs. loss probability

1.12

1.48

-0.36

Calmar ratio

Return relative to maximum drawdown

0.49

3.94

-3.46

Martin ratio

Return relative to average drawdown

1.73

14.20

-12.48

USAAX vs. VFFIX - Sharpe Ratio Comparison

The current USAAX Sharpe Ratio is 0.51, which is lower than the VFFIX Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of USAAX and VFFIX, 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


USAAXVFFIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.51

1.94

-1.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

0.52

-0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.62

0.63

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.64

-0.15

Correlation

The correlation between USAAX and VFFIX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

USAAX vs. VFFIX - Dividend Comparison

USAAX's dividend yield for the trailing twelve months is around 12.35%, more than VFFIX's 5.27% yield.


TTM20252024202320222021202020192018201720162015
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%
VFFIX
Victory INCORE Fund for Income Class I
5.27%4.43%5.60%5.67%5.68%5.15%4.89%5.41%5.87%5.50%5.51%5.37%

Drawdowns

USAAX vs. VFFIX - Drawdown Comparison

The maximum USAAX drawdown since its inception was -66.79%, which is greater than VFFIX's maximum drawdown of -8.60%. Use the drawdown chart below to compare losses from any high point for USAAX and VFFIX.


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Drawdown Indicators


USAAXVFFIXDifference

Max Drawdown

Largest peak-to-trough decline

-66.79%

-8.60%

-58.19%

Max Drawdown (1Y)

Largest decline over 1 year

-16.92%

-1.00%

-15.92%

Max Drawdown (5Y)

Largest decline over 5 years

-41.75%

-8.04%

-33.71%

Max Drawdown (10Y)

Largest decline over 10 years

-41.75%

-8.60%

-33.15%

Current Drawdown

Current decline from peak

-16.92%

-0.71%

-16.21%

Average Drawdown

Average peak-to-trough decline

-18.87%

-1.47%

-17.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.79%

0.28%

+4.51%

Volatility

USAAX vs. VFFIX - Volatility Comparison

USAA Growth Fund (USAAX) has a higher volatility of 5.39% compared to Victory INCORE Fund for Income Class I (VFFIX) at 0.68%. This indicates that USAAX's price experiences larger fluctuations and is considered to be riskier than VFFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USAAXVFFIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.39%

0.68%

+4.71%

Volatility (6M)

Calculated over the trailing 6-month period

11.85%

1.14%

+10.71%

Volatility (1Y)

Calculated over the trailing 1-year period

22.35%

1.89%

+20.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.97%

2.51%

+21.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.02%

2.25%

+19.77%