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USPRX vs. USAAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

USPRX vs. USAAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory 500 Index Fund (USPRX) and USAA Growth Fund (USAAX). The values are adjusted to include any dividend payments, if applicable.

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USPRX vs. USAAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
USPRX
Victory 500 Index Fund
-7.11%17.71%25.13%27.12%-19.30%27.57%21.34%31.29%-4.54%21.08%
USAAX
USAA Growth Fund
-14.00%16.68%32.82%48.39%-32.49%16.97%37.07%27.62%-4.33%28.44%

Returns By Period

In the year-to-date period, USPRX achieves a -7.11% return, which is significantly higher than USAAX's -14.00% return. Both investments have delivered pretty close results over the past 10 years, with USPRX having a 13.71% annualized return and USAAX not far behind at 13.58%.


USPRX

1D
-0.40%
1M
-7.61%
YTD
-7.11%
6M
-4.88%
1Y
14.48%
3Y*
17.31%
5Y*
11.17%
10Y*
13.71%

USAAX

1D
-0.20%
1M
-9.22%
YTD
-14.00%
6M
-13.25%
1Y
11.52%
3Y*
18.48%
5Y*
9.24%
10Y*
13.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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USPRX vs. USAAX - Expense Ratio Comparison

USPRX has a 0.15% expense ratio, which is lower than USAAX's 0.84% expense ratio.


Return for Risk

USPRX vs. USAAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USPRX
USPRX Risk / Return Rank: 4242
Overall Rank
USPRX Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
USPRX Sortino Ratio Rank: 4040
Sortino Ratio Rank
USPRX Omega Ratio Rank: 4444
Omega Ratio Rank
USPRX Calmar Ratio Rank: 4040
Calmar Ratio Rank
USPRX Martin Ratio Rank: 5151
Martin Ratio Rank

USAAX
USAAX Risk / Return Rank: 2020
Overall Rank
USAAX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
USAAX Sortino Ratio Rank: 2323
Sortino Ratio Rank
USAAX Omega Ratio Rank: 2222
Omega Ratio Rank
USAAX Calmar Ratio Rank: 1717
Calmar Ratio Rank
USAAX Martin Ratio Rank: 1717
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

USPRX vs. USAAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory 500 Index Fund (USPRX) and USAA Growth Fund (USAAX). 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.


USPRXUSAAXDifference

Sharpe ratio

Return per unit of total volatility

0.83

0.51

+0.32

Sortino ratio

Return per unit of downside risk

1.29

0.89

+0.39

Omega ratio

Gain probability vs. loss probability

1.20

1.12

+0.07

Calmar ratio

Return relative to maximum drawdown

1.05

0.49

+0.56

Martin ratio

Return relative to average drawdown

5.09

1.73

+3.37

USPRX vs. USAAX - Sharpe Ratio Comparison

The current USPRX Sharpe Ratio is 0.83, which is higher than the USAAX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of USPRX and USAAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


USPRXUSAAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.83

0.51

+0.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.39

+0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

0.62

+0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.49

+0.01

Correlation

The correlation between USPRX and USAAX 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

USPRX vs. USAAX - Dividend Comparison

USPRX's dividend yield for the trailing twelve months is around 4.54%, less than USAAX's 12.35% yield.


TTM20252024202320222021202020192018201720162015
USPRX
Victory 500 Index Fund
4.54%4.21%3.70%2.15%2.90%5.06%3.46%5.06%3.14%1.27%2.43%1.98%
USAAX
USAA Growth Fund
12.35%10.62%10.47%6.54%6.98%10.34%4.33%26.15%13.67%2.47%5.27%6.92%

Drawdowns

USPRX vs. USAAX - Drawdown Comparison

The maximum USPRX drawdown since its inception was -55.34%, smaller than the maximum USAAX drawdown of -66.79%. Use the drawdown chart below to compare losses from any high point for USPRX and USAAX.


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Drawdown Indicators


USPRXUSAAXDifference

Max Drawdown

Largest peak-to-trough decline

-55.34%

-66.79%

+11.45%

Max Drawdown (1Y)

Largest decline over 1 year

-12.19%

-16.92%

+4.73%

Max Drawdown (5Y)

Largest decline over 5 years

-26.82%

-41.75%

+14.93%

Max Drawdown (10Y)

Largest decline over 10 years

-33.64%

-41.75%

+8.11%

Current Drawdown

Current decline from peak

-8.92%

-16.92%

+8.00%

Average Drawdown

Average peak-to-trough decline

-7.69%

-18.87%

+11.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.51%

4.79%

-2.28%

Volatility

USPRX vs. USAAX - Volatility Comparison

The current volatility for Victory 500 Index Fund (USPRX) is 4.27%, while USAA Growth Fund (USAAX) has a volatility of 5.39%. This indicates that USPRX experiences smaller price fluctuations and is considered to be less risky than USAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USPRXUSAAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.27%

5.39%

-1.12%

Volatility (6M)

Calculated over the trailing 6-month period

9.14%

11.85%

-2.71%

Volatility (1Y)

Calculated over the trailing 1-year period

18.24%

22.35%

-4.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.46%

23.97%

-6.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.32%

22.02%

-3.70%