USPRX vs. USBLX
Compare and contrast key facts about Victory 500 Index Fund (USPRX) and USAA Growth and Tax Strategy Fund (USBLX).
USPRX is a passively managed fund by Victory that tracks the performance of the S&P 500 Index. It was launched on May 1, 2002. USBLX is managed by Victory. It was launched on Jan 10, 1989.
Performance
USPRX vs. USBLX - Performance Comparison
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USPRX vs. USBLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
USBLX USAA Growth and Tax Strategy Fund | -3.66% | 10.30% | 13.32% | 16.10% | -15.82% | 14.80% | 10.78% | 18.46% | -1.95% | 13.48% |
Returns By Period
In the year-to-date period, USPRX achieves a -7.11% return, which is significantly lower than USBLX's -3.66% return. Over the past 10 years, USPRX has outperformed USBLX with an annualized return of 13.71%, while USBLX has yielded a comparatively lower 7.38% annualized return.
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%
USBLX
- 1D
- -0.10%
- 1M
- -4.92%
- YTD
- -3.66%
- 6M
- -1.54%
- 1Y
- 8.79%
- 3Y*
- 9.96%
- 5Y*
- 5.56%
- 10Y*
- 7.38%
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USPRX vs. USBLX - Expense Ratio Comparison
USPRX has a 0.15% expense ratio, which is lower than USBLX's 0.58% expense ratio.
Return for Risk
USPRX vs. USBLX — Risk / Return Rank
USPRX
USBLX
USPRX vs. USBLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory 500 Index Fund (USPRX) and USAA Growth and Tax Strategy Fund (USBLX). 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.
| USPRX | USBLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.12 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.57 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.12 | -0.07 |
Martin ratioReturn relative to average drawdown | 5.09 | 5.52 | -0.42 |
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
| USPRX | USBLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.12 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.65 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.82 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.79 | -0.29 |
Correlation
The correlation between USPRX and USBLX is 0.95, 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. USBLX - Dividend Comparison
USPRX's dividend yield for the trailing twelve months is around 4.54%, more than USBLX's 2.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
USBLX USAA Growth and Tax Strategy Fund | 2.22% | 1.96% | 2.28% | 2.11% | 1.74% | 1.66% | 1.88% | 1.95% | 2.73% | 2.16% | 2.31% | 2.69% |
Drawdowns
USPRX vs. USBLX - Drawdown Comparison
The maximum USPRX drawdown since its inception was -55.34%, which is greater than USBLX's maximum drawdown of -33.49%. Use the drawdown chart below to compare losses from any high point for USPRX and USBLX.
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Drawdown Indicators
| USPRX | USBLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.34% | -33.49% | -21.85% |
Max Drawdown (1Y)Largest decline over 1 year | -12.19% | -7.48% | -4.71% |
Max Drawdown (5Y)Largest decline over 5 years | -26.82% | -20.51% | -6.31% |
Max Drawdown (10Y)Largest decline over 10 years | -33.64% | -21.93% | -11.71% |
Current DrawdownCurrent decline from peak | -8.92% | -5.24% | -3.68% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -4.31% | -3.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 1.51% | +1.00% |
Volatility
USPRX vs. USBLX - Volatility Comparison
Victory 500 Index Fund (USPRX) has a higher volatility of 4.27% compared to USAA Growth and Tax Strategy Fund (USBLX) at 2.29%. This indicates that USPRX's price experiences larger fluctuations and is considered to be riskier than USBLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USPRX | USBLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 2.29% | +1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 4.54% | +4.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.24% | 8.36% | +9.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.46% | 8.61% | +8.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.32% | 9.05% | +9.27% |