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UCAGX vs. AGTHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

UCAGX vs. AGTHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in USAA Cornerstone Aggressive Fund (UCAGX) and American Funds The Growth Fund of America Class A (AGTHX). The values are adjusted to include any dividend payments, if applicable.

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UCAGX vs. AGTHX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UCAGX
USAA Cornerstone Aggressive Fund
-2.91%19.22%10.43%14.37%-13.55%16.23%9.48%19.96%-9.34%17.91%
AGTHX
American Funds The Growth Fund of America Class A
-11.22%19.73%28.02%37.22%-30.75%19.32%37.83%28.16%-3.15%26.14%

Returns By Period

In the year-to-date period, UCAGX achieves a -2.91% return, which is significantly higher than AGTHX's -11.22% return. Over the past 10 years, UCAGX has underperformed AGTHX with an annualized return of 8.13%, while AGTHX has yielded a comparatively higher 13.92% annualized return.


UCAGX

1D
-0.27%
1M
-7.38%
YTD
-2.91%
6M
-0.07%
1Y
15.83%
3Y*
11.94%
5Y*
6.97%
10Y*
8.13%

AGTHX

1D
-0.47%
1M
-9.65%
YTD
-11.22%
6M
-9.87%
1Y
13.59%
3Y*
18.87%
5Y*
8.53%
10Y*
13.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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UCAGX vs. AGTHX - Expense Ratio Comparison

UCAGX has a 1.24% expense ratio, which is higher than AGTHX's 0.61% expense ratio.


Return for Risk

UCAGX vs. AGTHX — Risk / Return Rank

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

UCAGX
UCAGX Risk / Return Rank: 6969
Overall Rank
UCAGX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
UCAGX Sortino Ratio Rank: 7070
Sortino Ratio Rank
UCAGX Omega Ratio Rank: 6767
Omega Ratio Rank
UCAGX Calmar Ratio Rank: 6767
Calmar Ratio Rank
UCAGX Martin Ratio Rank: 7474
Martin Ratio Rank

AGTHX
AGTHX Risk / Return Rank: 2929
Overall Rank
AGTHX Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
AGTHX Sortino Ratio Rank: 3131
Sortino Ratio Rank
AGTHX Omega Ratio Rank: 3131
Omega Ratio Rank
AGTHX Calmar Ratio Rank: 2727
Calmar Ratio Rank
AGTHX Martin Ratio Rank: 2727
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.

UCAGX vs. AGTHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for USAA Cornerstone Aggressive Fund (UCAGX) and American Funds The Growth Fund of America Class A (AGTHX). 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.


UCAGXAGTHXDifference

Sharpe ratio

Return per unit of total volatility

1.19

0.65

+0.54

Sortino ratio

Return per unit of downside risk

1.73

1.07

+0.66

Omega ratio

Gain probability vs. loss probability

1.25

1.15

+0.10

Calmar ratio

Return relative to maximum drawdown

1.53

0.76

+0.77

Martin ratio

Return relative to average drawdown

7.05

2.93

+4.13

UCAGX vs. AGTHX - Sharpe Ratio Comparison

The current UCAGX Sharpe Ratio is 1.19, which is higher than the AGTHX Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of UCAGX and AGTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


UCAGXAGTHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.19

0.65

+0.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

0.42

+0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

0.71

-0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.68

-0.11

Correlation

The correlation between UCAGX and AGTHX is 0.89, 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

UCAGX vs. AGTHX - Dividend Comparison

UCAGX's dividend yield for the trailing twelve months is around 11.37%, less than AGTHX's 12.05% yield.


TTM20252024202320222021202020192018201720162015
UCAGX
USAA Cornerstone Aggressive Fund
11.37%11.04%8.14%1.96%4.79%8.52%1.89%2.03%5.99%6.74%1.48%2.20%
AGTHX
American Funds The Growth Fund of America Class A
12.05%10.69%8.99%7.40%4.05%8.18%4.30%7.15%11.99%7.03%6.61%8.87%

Drawdowns

UCAGX vs. AGTHX - Drawdown Comparison

The maximum UCAGX drawdown since its inception was -29.07%, smaller than the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for UCAGX and AGTHX.


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Drawdown Indicators


UCAGXAGTHXDifference

Max Drawdown

Largest peak-to-trough decline

-29.07%

-51.91%

+22.84%

Max Drawdown (1Y)

Largest decline over 1 year

-9.52%

-13.76%

+4.24%

Max Drawdown (5Y)

Largest decline over 5 years

-25.37%

-36.38%

+11.01%

Max Drawdown (10Y)

Largest decline over 10 years

-29.07%

-36.38%

+7.31%

Current Drawdown

Current decline from peak

-8.02%

-13.76%

+5.74%

Average Drawdown

Average peak-to-trough decline

-4.95%

-9.23%

+4.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.06%

3.57%

-1.51%

Volatility

UCAGX vs. AGTHX - Volatility Comparison

The current volatility for USAA Cornerstone Aggressive Fund (UCAGX) is 4.39%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 5.46%. This indicates that UCAGX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UCAGXAGTHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.39%

5.46%

-1.07%

Volatility (6M)

Calculated over the trailing 6-month period

8.02%

11.61%

-3.59%

Volatility (1Y)

Calculated over the trailing 1-year period

13.39%

20.76%

-7.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.02%

20.17%

-6.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.11%

19.61%

-5.50%