USHYX vs. MUXYX
Compare and contrast key facts about USAA High Income Fund (USHYX) and Victory S&P 500 Index Fund (MUXYX).
USHYX is managed by Victory. It was launched on Aug 2, 1999. 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
USHYX vs. MUXYX - Performance Comparison
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USHYX vs. MUXYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USHYX USAA High Income Fund | -0.60% | 7.22% | 6.85% | 13.05% | -10.95% | 5.61% | 3.74% | 13.13% | -3.52% | 7.17% |
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, USHYX achieves a -0.60% return, which is significantly higher than MUXYX's -4.48% return. Over the past 10 years, USHYX has underperformed MUXYX with an annualized return of 5.37%, while MUXYX has yielded a comparatively higher 13.50% annualized return.
USHYX
- 1D
- 0.44%
- 1M
- -1.20%
- YTD
- -0.60%
- 6M
- 0.41%
- 1Y
- 6.55%
- 3Y*
- 7.66%
- 5Y*
- 3.58%
- 10Y*
- 5.37%
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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USHYX vs. MUXYX - Expense Ratio Comparison
USHYX has a 0.76% expense ratio, which is higher than MUXYX's 0.44% expense ratio.
Return for Risk
USHYX vs. MUXYX — Risk / Return Rank
USHYX
MUXYX
USHYX vs. MUXYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA High Income Fund (USHYX) 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.
| USHYX | MUXYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.19 | 0.95 | +1.24 |
Sortino ratioReturn per unit of downside risk | 3.06 | 1.45 | +1.61 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.22 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 2.63 | 1.48 | +1.16 |
Martin ratioReturn relative to average drawdown | 11.51 | 7.04 | +4.47 |
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
| USHYX | MUXYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 0.95 | +1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.58 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.98 | 0.70 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.29 | 0.55 | +0.74 |
Correlation
The correlation between USHYX and MUXYX is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
USHYX vs. MUXYX - Dividend Comparison
USHYX's dividend yield for the trailing twelve months is around 7.05%, less than MUXYX's 8.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USHYX USAA High Income Fund | 7.05% | 5.48% | 7.65% | 7.15% | 5.89% | 4.83% | 5.23% | 5.78% | 6.31% | 5.72% | 5.91% | 6.44% |
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
USHYX vs. MUXYX - Drawdown Comparison
The maximum USHYX drawdown since its inception was -33.59%, smaller than the maximum MUXYX drawdown of -55.74%. Use the drawdown chart below to compare losses from any high point for USHYX and MUXYX.
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Drawdown Indicators
| USHYX | MUXYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.59% | -55.74% | +22.15% |
Max Drawdown (1Y)Largest decline over 1 year | -2.49% | -12.15% | +9.66% |
Max Drawdown (5Y)Largest decline over 5 years | -15.10% | -28.47% | +13.37% |
Max Drawdown (10Y)Largest decline over 10 years | -24.55% | -33.79% | +9.24% |
Current DrawdownCurrent decline from peak | -1.49% | -6.35% | +4.86% |
Average DrawdownAverage peak-to-trough decline | -2.99% | -9.61% | +6.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.57% | 2.55% | -1.98% |
Volatility
USHYX vs. MUXYX - Volatility Comparison
The current volatility for USAA High Income Fund (USHYX) is 1.47%, while Victory S&P 500 Index Fund (MUXYX) has a volatility of 5.33%. This indicates that USHYX 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
| USHYX | MUXYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.47% | 5.33% | -3.86% |
Volatility (6M)Calculated over the trailing 6-month period | 1.97% | 9.54% | -7.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.08% | 18.36% | -15.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.58% | 19.45% | -14.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.47% | 19.31% | -13.84% |