UCAGX vs. URFRX
Compare and contrast key facts about USAA Cornerstone Aggressive Fund (UCAGX) and USAA Target Retirement 2040 Fund (URFRX).
UCAGX is managed by Victory Capital. It was launched on Jun 7, 2012. URFRX is managed by Victory Capital. It was launched on Jul 30, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UCAGX or URFRX.
Key characteristics
| UCAGX | URFRX | |
|---|---|---|
| YTD Return | 13.14% | 14.00% |
| 1Y Return | 22.14% | 21.64% |
| 3Y Return (Ann) | 0.22% | 0.19% |
| 5Y Return (Ann) | 5.42% | 2.78% |
| 10Y Return (Ann) | 3.73% | 2.67% |
| Sharpe Ratio | 2.25 | 2.30 |
| Sortino Ratio | 3.18 | 3.21 |
| Omega Ratio | 1.41 | 1.43 |
| Calmar Ratio | 1.26 | 1.25 |
| Martin Ratio | 14.74 | 15.03 |
| Ulcer Index | 1.51% | 1.45% |
| Daily Std Dev | 9.89% | 9.44% |
| Max Drawdown | -29.07% | -38.72% |
| Current Drawdown | -1.45% | -0.86% |
Correlation
The correlation between UCAGX and URFRX is 0.98, 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
UCAGX vs. URFRX - Performance Comparison
In the year-to-date period, UCAGX achieves a 13.14% return, which is significantly lower than URFRX's 14.00% return. Over the past 10 years, UCAGX has outperformed URFRX with an annualized return of 3.73%, while URFRX has yielded a comparatively lower 2.67% 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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UCAGX vs. URFRX - Expense Ratio Comparison
UCAGX has a 1.24% expense ratio, which is higher than URFRX's 0.02% expense ratio.
Risk-Adjusted Performance
UCAGX vs. URFRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Cornerstone Aggressive Fund (UCAGX) and USAA Target Retirement 2040 Fund (URFRX). 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
UCAGX vs. URFRX - Dividend Comparison
UCAGX's dividend yield for the trailing twelve months is around 1.73%, less than URFRX's 2.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UCAGX USAA Cornerstone Aggressive Fund | 1.73% | 1.96% | 0.66% | 1.16% | 1.29% | 1.51% | 1.62% | 1.12% | 1.48% | 1.45% | 1.44% | 1.20% |
URFRX USAA Target Retirement 2040 Fund | 2.14% | 2.44% | 2.68% | 4.76% | 1.65% | 2.31% | 2.32% | 2.03% | 3.78% | 0.00% | 2.34% | 1.92% |
Drawdowns
UCAGX vs. URFRX - Drawdown Comparison
The maximum UCAGX drawdown since its inception was -29.07%, smaller than the maximum URFRX drawdown of -38.72%. Use the drawdown chart below to compare losses from any high point for UCAGX and URFRX. For additional features, visit the drawdowns tool.
Volatility
UCAGX vs. URFRX - Volatility Comparison
USAA Cornerstone Aggressive Fund (UCAGX) and USAA Target Retirement 2040 Fund (URFRX) have volatilities of 2.72% and 2.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.