USISX vs. RSNRX
Compare and contrast key facts about USAA Income Stock Fund (USISX) and Victory Global Energy Transition Fund (RSNRX).
USISX is managed by Victory. It was launched on May 4, 1987. RSNRX is managed by Victory. It was launched on Nov 14, 1995.
Performance
USISX vs. RSNRX - Performance Comparison
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USISX vs. RSNRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USISX USAA Income Stock Fund | 4.24% | 13.44% | 13.52% | 12.10% | -4.42% | 26.52% | 0.32% | 23.67% | -5.51% | 16.66% |
RSNRX Victory Global Energy Transition Fund | 16.87% | 69.60% | 15.94% | -8.64% | 35.02% | 83.01% | 27.35% | -24.49% | -45.81% | 1.02% |
Returns By Period
In the year-to-date period, USISX achieves a 4.24% return, which is significantly lower than RSNRX's 16.87% return. Over the past 10 years, USISX has underperformed RSNRX with an annualized return of 10.54%, while RSNRX has yielded a comparatively higher 13.96% annualized return.
USISX
- 1D
- 1.39%
- 1M
- -3.84%
- YTD
- 4.24%
- 6M
- 6.70%
- 1Y
- 16.20%
- 3Y*
- 14.72%
- 5Y*
- 10.48%
- 10Y*
- 10.54%
RSNRX
- 1D
- 1.28%
- 1M
- 0.26%
- YTD
- 16.87%
- 6M
- 31.78%
- 1Y
- 107.01%
- 3Y*
- 27.41%
- 5Y*
- 30.06%
- 10Y*
- 13.96%
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USISX vs. RSNRX - Expense Ratio Comparison
USISX has a 0.70% expense ratio, which is lower than RSNRX's 1.48% expense ratio.
Return for Risk
USISX vs. RSNRX — Risk / Return Rank
USISX
RSNRX
USISX vs. RSNRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Income Stock Fund (USISX) and Victory Global Energy Transition Fund (RSNRX). 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.
| USISX | RSNRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 4.08 | -3.02 |
Sortino ratioReturn per unit of downside risk | 1.53 | 4.47 | -2.93 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.66 | -0.43 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 7.33 | -5.85 |
Martin ratioReturn relative to average drawdown | 6.86 | 27.20 | -20.34 |
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
| USISX | RSNRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 4.08 | -3.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 1.19 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.44 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.29 | +0.23 |
Correlation
The correlation between USISX and RSNRX is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
USISX vs. RSNRX - Dividend Comparison
USISX's dividend yield for the trailing twelve months is around 9.67%, more than RSNRX's 3.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USISX USAA Income Stock Fund | 9.67% | 9.77% | 18.68% | 5.85% | 9.94% | 10.24% | 2.06% | 20.13% | 9.01% | 7.92% | 2.32% | 6.04% |
RSNRX Victory Global Energy Transition Fund | 3.75% | 4.38% | 1.65% | 2.36% | 0.78% | 0.00% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
USISX vs. RSNRX - Drawdown Comparison
The maximum USISX drawdown since its inception was -58.46%, smaller than the maximum RSNRX drawdown of -89.73%. Use the drawdown chart below to compare losses from any high point for USISX and RSNRX.
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Drawdown Indicators
| USISX | RSNRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.46% | -89.73% | +31.27% |
Max Drawdown (1Y)Largest decline over 1 year | -11.59% | -14.36% | +2.77% |
Max Drawdown (5Y)Largest decline over 5 years | -24.19% | -25.44% | +1.25% |
Max Drawdown (10Y)Largest decline over 10 years | -36.00% | -84.27% | +48.27% |
Current DrawdownCurrent decline from peak | -3.94% | -0.65% | -3.29% |
Average DrawdownAverage peak-to-trough decline | -7.84% | -26.07% | +18.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 3.87% | -1.38% |
Volatility
USISX vs. RSNRX - Volatility Comparison
The current volatility for USAA Income Stock Fund (USISX) is 3.18%, while Victory Global Energy Transition Fund (RSNRX) has a volatility of 6.66%. This indicates that USISX experiences smaller price fluctuations and is considered to be less risky than RSNRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USISX | RSNRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 6.66% | -3.48% |
Volatility (6M)Calculated over the trailing 6-month period | 7.73% | 19.24% | -11.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.06% | 26.79% | -11.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.96% | 25.47% | -7.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.04% | 31.80% | -13.76% |