VFFIX vs. USBLX
Compare and contrast key facts about Victory INCORE Fund for Income Class I (VFFIX) and USAA Growth and Tax Strategy Fund (USBLX).
VFFIX is managed by Victory. USBLX is managed by Victory. It was launched on Jan 10, 1989.
Performance
VFFIX vs. USBLX - Performance Comparison
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VFFIX vs. USBLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VFFIX Victory INCORE Fund for Income Class I | 0.11% | 4.51% | 4.48% | 4.14% | -5.23% | -1.60% | 3.05% | 4.14% | 1.24% | 0.67% |
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, VFFIX achieves a 0.11% return, which is significantly higher than USBLX's -3.66% return. Over the past 10 years, VFFIX has underperformed USBLX with an annualized return of 1.41%, while USBLX has yielded a comparatively higher 7.38% annualized return.
VFFIX
- 1D
- 0.15%
- 1M
- -0.71%
- YTD
- 0.11%
- 6M
- 1.26%
- 1Y
- 3.66%
- 3Y*
- 3.87%
- 5Y*
- 1.29%
- 10Y*
- 1.41%
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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VFFIX vs. USBLX - Expense Ratio Comparison
VFFIX has a 0.64% expense ratio, which is higher than USBLX's 0.58% expense ratio.
Return for Risk
VFFIX vs. USBLX — Risk / Return Rank
VFFIX
USBLX
VFFIX vs. USBLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory INCORE Fund for Income Class I (VFFIX) 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.
| VFFIX | USBLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.94 | 1.12 | +0.82 |
Sortino ratioReturn per unit of downside risk | 3.06 | 1.57 | +1.50 |
Omega ratioGain probability vs. loss probability | 1.48 | 1.23 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 3.94 | 1.12 | +2.83 |
Martin ratioReturn relative to average drawdown | 14.20 | 5.52 | +8.68 |
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
| VFFIX | USBLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.94 | 1.12 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.65 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.82 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.79 | -0.16 |
Correlation
The correlation between VFFIX and USBLX is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
VFFIX vs. USBLX - Dividend Comparison
VFFIX's dividend yield for the trailing twelve months is around 5.27%, more than USBLX's 2.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFFIX Victory INCORE Fund for Income Class I | 5.27% | 4.43% | 5.60% | 5.67% | 5.68% | 5.15% | 4.89% | 5.41% | 5.87% | 5.50% | 5.51% | 5.37% |
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
VFFIX vs. USBLX - Drawdown Comparison
The maximum VFFIX drawdown since its inception was -8.60%, smaller than the maximum USBLX drawdown of -33.49%. Use the drawdown chart below to compare losses from any high point for VFFIX and USBLX.
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Drawdown Indicators
| VFFIX | USBLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.60% | -33.49% | +24.89% |
Max Drawdown (1Y)Largest decline over 1 year | -1.00% | -7.48% | +6.48% |
Max Drawdown (5Y)Largest decline over 5 years | -8.04% | -20.51% | +12.47% |
Max Drawdown (10Y)Largest decline over 10 years | -8.60% | -21.93% | +13.33% |
Current DrawdownCurrent decline from peak | -0.71% | -5.24% | +4.53% |
Average DrawdownAverage peak-to-trough decline | -1.47% | -4.31% | +2.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.28% | 1.51% | -1.23% |
Volatility
VFFIX vs. USBLX - Volatility Comparison
The current volatility for Victory INCORE Fund for Income Class I (VFFIX) is 0.68%, while USAA Growth and Tax Strategy Fund (USBLX) has a volatility of 2.29%. This indicates that VFFIX experiences smaller price fluctuations and is considered to be less risky 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
| VFFIX | USBLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.68% | 2.29% | -1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 1.14% | 4.54% | -3.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.89% | 8.36% | -6.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.51% | 8.61% | -6.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.25% | 9.05% | -6.80% |