CIAOX vs. USCGX
Compare and contrast key facts about Capital Advisors Growth Fund (CIAOX) and USAA Capital Growth Fund (USCGX).
CIAOX is managed by Capital Advisors. It was launched on Dec 31, 1999. USCGX is managed by Victory Capital. It was launched on Oct 26, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CIAOX or USCGX.
Key characteristics
| CIAOX | USCGX | |
|---|---|---|
| YTD Return | 18.98% | 19.14% |
| 1Y Return | 28.69% | 28.62% |
| 3Y Return (Ann) | 8.71% | 9.61% |
| 5Y Return (Ann) | 15.47% | 12.12% |
| 10Y Return (Ann) | 11.85% | 9.44% |
| Sharpe Ratio | 2.14 | 2.29 |
| Daily Std Dev | 12.82% | 12.16% |
| Max Drawdown | -66.49% | -60.52% |
| Current Drawdown | -1.01% | 0.00% |
Correlation
The correlation between CIAOX and USCGX is 0.88, 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
CIAOX vs. USCGX - Performance Comparison
The year-to-date returns for both investments are quite close, with CIAOX having a 18.98% return and USCGX slightly higher at 19.14%. Over the past 10 years, CIAOX has outperformed USCGX with an annualized return of 11.85%, while USCGX has yielded a comparatively lower 9.44% 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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CIAOX vs. USCGX - Expense Ratio Comparison
CIAOX has a 1.01% expense ratio, which is lower than USCGX's 1.09% expense ratio.
Risk-Adjusted Performance
CIAOX vs. USCGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Advisors Growth Fund (CIAOX) and USAA Capital Growth Fund (USCGX). 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
CIAOX vs. USCGX - Dividend Comparison
CIAOX's dividend yield for the trailing twelve months is around 0.35%, less than USCGX's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIAOX Capital Advisors Growth Fund | 0.35% | 0.42% | 1.09% | 10.43% | 6.36% | 3.79% | 6.80% | 7.93% | 0.66% | 6.45% | 10.64% | 2.73% |
USCGX USAA Capital Growth Fund | 0.91% | 1.08% | 7.69% | 12.56% | 3.08% | 9.18% | 9.40% | 3.22% | 1.46% | 1.13% | 1.54% | 1.00% |
Drawdowns
CIAOX vs. USCGX - Drawdown Comparison
The maximum CIAOX drawdown since its inception was -66.49%, which is greater than USCGX's maximum drawdown of -60.52%. Use the drawdown chart below to compare losses from any high point for CIAOX and USCGX. For additional features, visit the drawdowns tool.
Volatility
CIAOX vs. USCGX - Volatility Comparison
Capital Advisors Growth Fund (CIAOX) has a higher volatility of 4.35% compared to USAA Capital Growth Fund (USCGX) at 4.02%. This indicates that CIAOX's price experiences larger fluctuations and is considered to be riskier than USCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.