USBLX vs. MUXYX
Compare and contrast key facts about USAA Growth and Tax Strategy Fund (USBLX) and Victory S&P 500 Index Fund (MUXYX).
USBLX is managed by Victory. It was launched on Jan 10, 1989. 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
USBLX vs. MUXYX - Performance Comparison
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USBLX vs. MUXYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USBLX USAA Growth and Tax Strategy Fund | -2.22% | 10.30% | 13.32% | 16.10% | -15.82% | 14.80% | 10.78% | 18.46% | -1.95% | 13.48% |
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, USBLX achieves a -2.22% return, which is significantly higher than MUXYX's -4.48% return. Over the past 10 years, USBLX has underperformed MUXYX with an annualized return of 7.54%, while MUXYX has yielded a comparatively higher 13.50% annualized return.
USBLX
- 1D
- 1.49%
- 1M
- -3.41%
- YTD
- -2.22%
- 6M
- -0.31%
- 1Y
- 10.01%
- 3Y*
- 10.50%
- 5Y*
- 5.74%
- 10Y*
- 7.54%
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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USBLX vs. MUXYX - Expense Ratio Comparison
USBLX has a 0.58% expense ratio, which is higher than MUXYX's 0.44% expense ratio.
Return for Risk
USBLX vs. MUXYX — Risk / Return Rank
USBLX
MUXYX
USBLX vs. MUXYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Growth and Tax Strategy Fund (USBLX) 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.
| USBLX | MUXYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 0.95 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.45 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.22 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.48 | -0.01 |
Martin ratioReturn relative to average drawdown | 7.14 | 7.04 | +0.10 |
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
| USBLX | MUXYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 0.95 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.58 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.70 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.55 | +0.25 |
Correlation
The correlation between USBLX and MUXYX is 0.94, 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
USBLX vs. MUXYX - Dividend Comparison
USBLX's dividend yield for the trailing twelve months is around 2.19%, less than MUXYX's 8.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USBLX USAA Growth and Tax Strategy Fund | 2.19% | 1.96% | 2.28% | 2.11% | 1.74% | 1.66% | 1.88% | 1.95% | 2.73% | 2.16% | 2.31% | 2.69% |
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
USBLX vs. MUXYX - Drawdown Comparison
The maximum USBLX drawdown since its inception was -33.49%, smaller than the maximum MUXYX drawdown of -55.74%. Use the drawdown chart below to compare losses from any high point for USBLX and MUXYX.
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Drawdown Indicators
| USBLX | MUXYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.49% | -55.74% | +22.25% |
Max Drawdown (1Y)Largest decline over 1 year | -7.48% | -12.15% | +4.67% |
Max Drawdown (5Y)Largest decline over 5 years | -20.51% | -28.47% | +7.96% |
Max Drawdown (10Y)Largest decline over 10 years | -21.93% | -33.79% | +11.86% |
Current DrawdownCurrent decline from peak | -3.82% | -6.35% | +2.53% |
Average DrawdownAverage peak-to-trough decline | -4.31% | -9.61% | +5.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.53% | 2.55% | -1.02% |
Volatility
USBLX vs. MUXYX - Volatility Comparison
The current volatility for USAA Growth and Tax Strategy Fund (USBLX) is 2.86%, while Victory S&P 500 Index Fund (MUXYX) has a volatility of 5.33%. This indicates that USBLX experiences smaller price fluctuations and is considered to be less risky 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
| USBLX | MUXYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.86% | 5.33% | -2.47% |
Volatility (6M)Calculated over the trailing 6-month period | 4.78% | 9.54% | -4.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.47% | 18.36% | -9.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.63% | 19.45% | -10.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.06% | 19.31% | -10.25% |