USSCX vs. MUXYX
Compare and contrast key facts about USAA Science & Technology Fund (USSCX) and Victory S&P 500 Index Fund (MUXYX).
USSCX is managed by Victory Capital. It was launched on Jul 31, 1997. MUXYX is managed by Victory Capital. It was launched on Nov 29, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USSCX or MUXYX.
Key characteristics
| USSCX | MUXYX | |
|---|---|---|
| YTD Return | 32.52% | 26.52% |
| 1Y Return | 54.90% | 30.75% |
| 3Y Return (Ann) | -6.45% | 3.28% |
| 5Y Return (Ann) | 2.11% | 7.53% |
| 10Y Return (Ann) | 3.31% | 3.94% |
| Sharpe Ratio | 2.66 | 2.41 |
| Sortino Ratio | 3.37 | 3.17 |
| Omega Ratio | 1.45 | 1.46 |
| Calmar Ratio | 1.09 | 1.88 |
| Martin Ratio | 16.19 | 15.17 |
| Ulcer Index | 3.40% | 2.02% |
| Daily Std Dev | 20.69% | 12.70% |
| Max Drawdown | -79.48% | -60.91% |
| Current Drawdown | -23.40% | -0.30% |
Correlation
The correlation between USSCX and MUXYX is 0.85, 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.
Performance
USSCX vs. MUXYX - Performance Comparison
In the year-to-date period, USSCX achieves a 32.52% return, which is significantly higher than MUXYX's 26.52% return. Over the past 10 years, USSCX has underperformed MUXYX with an annualized return of 3.31%, while MUXYX has yielded a comparatively higher 3.94% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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USSCX vs. MUXYX - Expense Ratio Comparison
USSCX has a 0.95% expense ratio, which is higher than MUXYX's 0.44% expense ratio.
Risk-Adjusted Performance
USSCX vs. MUXYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Science & Technology Fund (USSCX) 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.
Dividends
USSCX vs. MUXYX - Dividend Comparison
USSCX has not paid dividends to shareholders, while MUXYX's dividend yield for the trailing twelve months is around 0.85%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USSCX USAA Science & Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.49% | 2.08% |
MUXYX Victory S&P 500 Index Fund | 0.85% | 1.06% | 1.25% | 0.90% | 1.25% | 1.56% | 2.02% | 1.66% | 1.85% | 1.90% | 1.45% | 1.35% |
Drawdowns
USSCX vs. MUXYX - Drawdown Comparison
The maximum USSCX drawdown since its inception was -79.48%, which is greater than MUXYX's maximum drawdown of -60.91%. Use the drawdown chart below to compare losses from any high point for USSCX and MUXYX. For additional features, visit the drawdowns tool.
Volatility
USSCX vs. MUXYX - Volatility Comparison
USAA Science & Technology Fund (USSCX) has a higher volatility of 6.18% compared to Victory S&P 500 Index Fund (MUXYX) at 3.83%. This indicates that USSCX's price experiences larger fluctuations and is considered to be riskier than MUXYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.