UCAGX vs. URFRX

In the year-to-date period, UCAGX achieves a 3.69% return, which is significantly lower than URFRX's 4.24% return. Over the past 10 years, UCAGX has outperformed URFRX with an annualized return of 3.02%, while URFRX has yielded a comparatively lower 2.42% annualized return.

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

UCAGX has a 1.24% expense ratio, which is higher than URFRX's 0.02% expense ratio.

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.

The current UCAGX Sharpe Ratio is 0.09, which is lower than the URFRX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of UCAGX and URFRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

UCAGX's dividend yield for the trailing twelve months is around 1.75%, less than URFRX's 2.58% yield.

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.

USAA Cornerstone Aggressive Fund (UCAGX) has a higher volatility of 3.26% compared to USAA Target Retirement 2040 Fund (URFRX) at 2.98%. This indicates that UCAGX's price experiences larger fluctuations and is considered to be riskier than URFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.