PortfoliosLab logoPortfoliosLab logo
VFFIX vs. USHYX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VFFIX vs. USHYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory INCORE Fund for Income Class I (VFFIX) and USAA High Income Fund (USHYX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

VFFIX vs. USHYX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
USHYX
USAA High Income Fund
-1.04%7.22%6.85%13.05%-10.95%5.61%3.74%13.13%-3.52%7.17%

Returns By Period

In the year-to-date period, VFFIX achieves a 0.11% return, which is significantly higher than USHYX's -1.04% return. Over the past 10 years, VFFIX has underperformed USHYX with an annualized return of 1.41%, while USHYX has yielded a comparatively higher 5.32% 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%

USHYX

1D
0.30%
1M
-1.64%
YTD
-1.04%
6M
0.11%
1Y
6.23%
3Y*
7.50%
5Y*
3.54%
10Y*
5.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


VFFIX vs. USHYX - Expense Ratio Comparison

VFFIX has a 0.64% expense ratio, which is lower than USHYX's 0.76% expense ratio.


Return for Risk

VFFIX vs. USHYX — Risk / Return Rank

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

VFFIX
VFFIX Risk / Return Rank: 9595
Overall Rank
VFFIX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
VFFIX Sortino Ratio Rank: 9494
Sortino Ratio Rank
VFFIX Omega Ratio Rank: 9494
Omega Ratio Rank
VFFIX Calmar Ratio Rank: 9797
Calmar Ratio Rank
VFFIX Martin Ratio Rank: 9696
Martin Ratio Rank

USHYX
USHYX Risk / Return Rank: 9292
Overall Rank
USHYX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
USHYX Sortino Ratio Rank: 9292
Sortino Ratio Rank
USHYX Omega Ratio Rank: 9393
Omega Ratio Rank
USHYX Calmar Ratio Rank: 8989
Calmar Ratio Rank
USHYX Martin Ratio Rank: 9191
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.

VFFIX vs. USHYX - 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 High Income Fund (USHYX). 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.


VFFIXUSHYXDifference

Sharpe ratio

Return per unit of total volatility

1.94

2.00

-0.05

Sortino ratio

Return per unit of downside risk

3.06

2.78

+0.29

Omega ratio

Gain probability vs. loss probability

1.48

1.47

+0.02

Calmar ratio

Return relative to maximum drawdown

3.94

2.38

+1.56

Martin ratio

Return relative to average drawdown

14.20

10.55

+3.65

VFFIX vs. USHYX - Sharpe Ratio Comparison

The current VFFIX Sharpe Ratio is 1.94, which is comparable to the USHYX Sharpe Ratio of 2.00. The chart below compares the historical Sharpe Ratios of VFFIX and USHYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


VFFIXUSHYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.94

2.00

-0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

0.78

-0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.63

0.98

-0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

1.28

-0.65

Correlation

The correlation between VFFIX and USHYX is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

VFFIX vs. USHYX - Dividend Comparison

VFFIX's dividend yield for the trailing twelve months is around 5.27%, less than USHYX's 7.08% yield.


TTM20252024202320222021202020192018201720162015
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%
USHYX
USAA High Income Fund
7.08%5.48%7.65%7.15%5.89%4.83%5.23%5.78%6.31%5.72%5.91%6.44%

Drawdowns

VFFIX vs. USHYX - Drawdown Comparison

The maximum VFFIX drawdown since its inception was -8.60%, smaller than the maximum USHYX drawdown of -33.59%. Use the drawdown chart below to compare losses from any high point for VFFIX and USHYX.


Loading graphics...

Drawdown Indicators


VFFIXUSHYXDifference

Max Drawdown

Largest peak-to-trough decline

-8.60%

-33.59%

+24.99%

Max Drawdown (1Y)

Largest decline over 1 year

-1.00%

-2.49%

+1.49%

Max Drawdown (5Y)

Largest decline over 5 years

-8.04%

-15.10%

+7.06%

Max Drawdown (10Y)

Largest decline over 10 years

-8.60%

-24.55%

+15.95%

Current Drawdown

Current decline from peak

-0.71%

-1.92%

+1.21%

Average Drawdown

Average peak-to-trough decline

-1.47%

-2.99%

+1.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.28%

0.56%

-0.28%

Volatility

VFFIX vs. USHYX - Volatility Comparison

The current volatility for Victory INCORE Fund for Income Class I (VFFIX) is 0.68%, while USAA High Income Fund (USHYX) has a volatility of 1.37%. This indicates that VFFIX experiences smaller price fluctuations and is considered to be less risky than USHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


VFFIXUSHYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.68%

1.37%

-0.69%

Volatility (6M)

Calculated over the trailing 6-month period

1.14%

1.92%

-0.78%

Volatility (1Y)

Calculated over the trailing 1-year period

1.89%

3.06%

-1.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.51%

4.58%

-2.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.25%

5.47%

-3.22%