USCRX vs. MISIX

Last updated Aug 5, 2026

USCRX (USAA Cornerstone Moderately Aggressive Fund) and MISIX (Victory Trivalent International Small-Cap Fund Class I) are both mutual funds - USCRX is a Diversified Portfolio fund managed by Victory, while MISIX is a Mid Cap Blend Equities fund managed by Victory. Over the past 10 years, USCRX returned 7.16%/yr vs 10.09%/yr for MISIX. Their correlation of 0.87 means they have usually moved in the same direction. USCRX charges 0.88%/yr vs 0.97%/yr for MISIX.

Performance

USCRX vs. MISIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in USAA Cornerstone Moderately Aggressive Fund (USCRX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, USCRX achieves a 9.35% return, which is significantly lower than MISIX's 10.02% return. Over the past 10 years, USCRX has underperformed MISIX with an annualized return of 7.16%, while MISIX has yielded a comparatively higher 10.09% annualized return.

USCRX

• 1D: 0.67%
• 1M: 0.77%
• 6M: 6.63%
• YTD: 9.35%
• 1Y: 17.56%
• 3Y*: 13.05%
• 5Y*: 6.41%
• 10Y*: 7.16%
• ALL TIME*: 7.47%

MISIX

• 1D: 0.74%
• 1M: -0.77%
• 6M: 2.29%
• YTD: 10.02%
• 1Y: 21.14%
• 3Y*: 19.16%
• 5Y*: 7.47%
• 10Y*: 10.09%
• ALL TIME*: 6.75%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
MISIX Victory Trivalent International Small-Cap Fund Class I	$0.00	$0.00	$0.00
USCRX USAA Cornerstone Moderately Aggressive Fund	$0.00	$0.00	$0.00

USCRX vs. MISIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
USCRX USAA Cornerstone Moderately Aggressive Fund	9.35%	16.64%	8.15%	12.00%	-13.58%	11.42%	8.92%	16.17%	-7.41%	14.99%
MISIX Victory Trivalent International Small-Cap Fund Class I	10.02%	42.00%	4.70%	15.49%	-23.13%	12.41%	15.42%	27.88%	-20.20%	37.14%

Correlation

The correlation between USCRX and MISIX is 0.88, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.88
Correlation (3Y) Balances recent behavior with more history.	0.88
Correlation (5Y) Shows whether the relationship held over a longer period.	0.90
Correlation (10Y) Provides a long-term view across more market conditions.	0.89
Correlation (All Time) Calculated using the full available price history since Aug 20, 2007	0.87

The correlation between USCRX and MISIX has been stable across timeframes, ranging from 0.87 to 0.90 - a consistent structural relationship.

Return for Risk

USCRX vs. MISIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

USCRX

USCRX Risk / Return Rank: 80
USCRX Sharpe Ratio Rank: 80
USCRX Sortino Ratio Rank: 79
USCRX Omega Ratio Rank: 77
USCRX Calmar Ratio Rank: 80
USCRX Martin Ratio Rank: 86

MISIX

MISIX Risk / Return Rank: 39
MISIX Sharpe Ratio Rank: 41
MISIX Sortino Ratio Rank: 40
MISIX Omega Ratio Rank: 41
MISIX Calmar Ratio Rank: 35
MISIX Martin Ratio Rank: 37

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

USCRX vs. MISIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for USAA Cornerstone Moderately Aggressive Fund (USCRX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	USCRX	MISIX	Difference
Sharpe ratio: Return per unit of total volatility	1.96	1.36	+0.60
Sortino ratio: Return per unit of downside risk	2.78	1.95	+0.83
Omega ratio: Gain probability vs. loss probability	1.36	1.25	+0.11
Calmar ratio: Return relative to maximum drawdown	2.80	1.67	+1.13
Martin ratio: Return relative to average drawdown	11.89	5.83	+6.06

USCRX vs. MISIX - Sharpe Ratio Comparison

The current USCRX Sharpe Ratio is 1.96, which is higher than the MISIX Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of USCRX and MISIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

USCRX vs. MISIX - Drawdown Comparison

The maximum USCRX drawdown since its inception was -49.07%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for USCRX and MISIX.

Drawdown Indicators

	USCRX	MISIX	Difference
Max Drawdown Largest peak-to-trough decline	-49.07%	-67.61%	+18.54%
Max Drawdown (1Y) Largest decline over 1 year	-6.73%	-13.84%	+7.11%
Max Drawdown (3Y) Largest decline over 3 years	-12.51%	-13.84%	+1.33%
Max Drawdown (5Y) Largest decline over 5 years	-24.00%	-37.69%	+13.69%
Max Drawdown (10Y) Largest decline over 10 years	-24.00%	-41.82%	+17.82%
Current Drawdown Current decline from peak	0.00%	-4.54%	+4.54%
Average Drawdown Average peak-to-trough decline	-5.44%	-16.75%	+11.31%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.58%	3.96%	-2.38%

Volatility

USCRX vs. MISIX - Volatility Comparison

The current volatility for USAA Cornerstone Moderately Aggressive Fund (USCRX) is 2.57%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 5.32%. This indicates that USCRX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	USCRX	MISIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.57%	5.32%	-2.75%
Volatility (6M) Calculated over the trailing 6-month period	8.11%	14.79%	-6.68%
Volatility (1Y) Calculated over the trailing 1-year period	9.64%	17.08%	-7.44%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.71%	18.16%	-6.45%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.12%	17.74%	-6.62%

USCRX vs. MISIX - Expense Ratio Comparison

USCRX has a 0.88% expense ratio, which is lower than MISIX's 0.97% expense ratio.

Dividends

USCRX vs. MISIX - Dividend Comparison

USCRX's dividend yield for the trailing twelve months is around 9.52%, more than MISIX's 5.49% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MISIX Victory Trivalent International Small-Cap Fund Class I	5.49%	6.05%	2.27%	1.90%	1.12%	8.61%	0.41%	1.99%	3.59%	1.85%	1.56%	1.21%
USCRX USAA Cornerstone Moderately Aggressive Fund	9.52%	10.40%	7.18%	2.11%	4.34%	8.03%	1.92%	2.04%	6.52%	7.73%	2.07%	2.87%

Frequently Asked Questions

Can I hold both USCRX and MISIX in my portfolio?

USCRX and MISIX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, USCRX or MISIX?

MISIX has higher volatility (5.32%) compared to USCRX (2.57%). In terms of maximum drawdown, USCRX dropped -49.07% vs MISIX's -67.61%.

Which has better risk-adjusted returns?

USCRX currently has the higher Sharpe Ratio (1.96 vs 1.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.