USAUX vs. MUXYX
Compare and contrast key facts about USAA Aggressive Growth Fund (USAUX) and Victory S&P 500 Index Fund (MUXYX).
USAUX is managed by Victory. It was launched on Oct 19, 1981. 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
USAUX vs. MUXYX - Performance Comparison
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USAUX vs. MUXYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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, USAUX achieves a -9.21% return, which is significantly lower than MUXYX's -4.48% return. Both investments have delivered pretty close results over the past 10 years, with USAUX having a 13.97% annualized return and MUXYX not far behind at 13.50%.
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%
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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USAUX vs. MUXYX - Expense Ratio Comparison
USAUX has a 0.63% expense ratio, which is higher than MUXYX's 0.44% expense ratio.
Return for Risk
USAUX vs. MUXYX — Risk / Return Rank
USAUX
MUXYX
USAUX vs. MUXYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Aggressive Growth Fund (USAUX) 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.
| USAUX | MUXYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.95 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.45 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.22 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.48 | -0.35 |
Martin ratioReturn relative to average drawdown | 3.76 | 7.04 | -3.28 |
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
| USAUX | MUXYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.95 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.58 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.70 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.55 | -0.13 |
Correlation
The correlation between USAUX and MUXYX is 0.85, 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
USAUX vs. MUXYX - Dividend Comparison
USAUX's dividend yield for the trailing twelve months is around 4.88%, less than MUXYX's 8.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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
USAUX vs. MUXYX - Drawdown Comparison
The maximum USAUX drawdown since its inception was -76.19%, which is greater than MUXYX's maximum drawdown of -55.74%. Use the drawdown chart below to compare losses from any high point for USAUX and MUXYX.
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Drawdown Indicators
| USAUX | MUXYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.19% | -55.74% | -20.45% |
Max Drawdown (1Y)Largest decline over 1 year | -17.09% | -12.15% | -4.94% |
Max Drawdown (5Y)Largest decline over 5 years | -43.84% | -28.47% | -15.37% |
Max Drawdown (10Y)Largest decline over 10 years | -43.84% | -33.79% | -10.05% |
Current DrawdownCurrent decline from peak | -13.82% | -6.35% | -7.47% |
Average DrawdownAverage peak-to-trough decline | -26.80% | -9.61% | -17.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.11% | 2.55% | +2.56% |
Volatility
USAUX vs. MUXYX - Volatility Comparison
USAA Aggressive Growth Fund (USAUX) has a higher volatility of 7.08% compared to Victory S&P 500 Index Fund (MUXYX) at 5.33%. This indicates that USAUX'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
| USAUX | MUXYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.08% | 5.33% | +1.75% |
Volatility (6M)Calculated over the trailing 6-month period | 13.11% | 9.54% | +3.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.03% | 18.36% | +4.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.49% | 19.45% | +5.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.81% | 19.31% | +3.50% |