UCAGX vs. USAGX
UCAGX (USAA Cornerstone Aggressive Fund) and USAGX (USAA Precious Metals and Minerals Fund) are both mutual funds - UCAGX is a Diversified Portfolio fund managed by Victory, while USAGX is a Precious Metals fund managed by Victory. Over the past 10 years, UCAGX returned 9.11%/yr vs 10.00%/yr for USAGX. Their 0.32 correlation means their historical movements had little consistent relationship. UCAGX charges 1.24%/yr vs 1.12%/yr for USAGX.
Performance
UCAGX vs. USAGX - Performance Comparison
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Returns By Period
In the year-to-date period, UCAGX achieves a 11.76% return, which is significantly higher than USAGX's -11.39% return. Over the past 10 years, UCAGX has underperformed USAGX with an annualized return of 9.11%, while USAGX has yielded a comparatively higher 10.00% annualized return.
UCAGX
- 1D
- 0.83%
- 1M
- 1.38%
- 6M
- 8.47%
- YTD
- 11.76%
- 1Y
- 21.59%
- 3Y*
- 15.65%
- 5Y*
- 8.56%
- 10Y*
- 9.11%
- ALL TIME*
- 8.34%
USAGX
- 1D
- 2.33%
- 1M
- -2.47%
- 6M
- -22.30%
- YTD
- -11.39%
- 1Y
- 38.67%
- 3Y*
- 38.30%
- 5Y*
- 17.32%
- 10Y*
- 10.00%
- ALL TIME*
- 5.62%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
UCAGX vs. USAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UCAGX USAA Cornerstone Aggressive Fund | 11.76% | 19.22% | 10.43% | 14.37% | -13.55% | 16.23% | 9.48% | 19.96% | -9.34% | 17.91% |
USAGX USAA Precious Metals and Minerals Fund | -11.39% | 156.06% | 10.76% | 6.73% | -11.80% | -10.14% | 25.85% | 42.97% | -12.26% | 9.65% |
Correlation
The correlation between UCAGX and USAGX is 0.54, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.54 |
Correlation (3Y) Balances recent behavior with more history. | 0.42 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.43 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.34 |
Correlation (All Time) Calculated using the full available price history since Jun 13, 2012 | 0.32 |
Over the past year, UCAGX and USAGX have become more correlated (0.54) than their long-term average of 0.32, meaning their price movements have been converging.
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Return for Risk
UCAGX vs. USAGX — Risk / Return Rank
UCAGX
USAGX
UCAGX vs. USAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Cornerstone Aggressive Fund (UCAGX) and USAA Precious Metals and Minerals Fund (USAGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UCAGX | USAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.98 | ||
| Sortino ratioReturn per unit of downside risk | +1.34 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.20 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.91 | 1.20 | +1.71 |
| Martin ratioReturn relative to average drawdown | 12.42 | 2.59 | +9.83 |
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Drawdowns
UCAGX vs. USAGX - Drawdown Comparison
The maximum UCAGX drawdown since its inception was -29.07%, smaller than the maximum USAGX drawdown of -80.89%. Use the drawdown chart below to compare losses from any high point for UCAGX and USAGX.
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Drawdown Indicators
| UCAGX | USAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.07% | -80.89% | +51.82% |
Max Drawdown (1Y)Largest decline over 1 year | -8.02% | -38.32% | +30.30% |
Max Drawdown (3Y)Largest decline over 3 years | -16.61% | -38.32% | +21.71% |
Max Drawdown (5Y)Largest decline over 5 years | -25.37% | -45.72% | +20.35% |
Max Drawdown (10Y)Largest decline over 10 years | -29.07% | -51.03% | +21.96% |
Current DrawdownCurrent decline from peak | 0.00% | -33.69% | +33.69% |
Average DrawdownAverage peak-to-trough decline | -4.85% | -43.03% | +38.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.87% | 17.70% | -15.83% |
Volatility
UCAGX vs. USAGX - Volatility Comparison
The current volatility for USAA Cornerstone Aggressive Fund (UCAGX) is 3.21%, while USAA Precious Metals and Minerals Fund (USAGX) has a volatility of 11.38%. This indicates that UCAGX experiences smaller price fluctuations and is considered to be less risky than USAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UCAGX | USAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 11.38% | -8.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 35.66% | -25.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.72% | 45.78% | -34.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.27% | 33.75% | -19.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.16% | 32.96% | -18.80% |
UCAGX vs. USAGX - Expense Ratio Comparison
UCAGX has a 1.24% expense ratio, which is higher than USAGX's 1.12% expense ratio.
Dividends
UCAGX vs. USAGX - Dividend Comparison
UCAGX's dividend yield for the trailing twelve months is around 9.88%, more than USAGX's 0.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UCAGX USAA Cornerstone Aggressive Fund | 9.88% | 11.04% | 8.14% | 1.96% | 4.79% | 8.52% | 1.89% | 2.03% | 5.99% | 6.74% | 1.48% | 2.20% |
USAGX USAA Precious Metals and Minerals Fund | 0.27% | 0.24% | 0.00% | 2.45% | 0.95% | 0.84% | 0.04% | 0.00% | 0.00% | 0.00% | 4.20% | 0.00% |
Frequently Asked Questions
UCAGX and USAGX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USAGX has higher volatility (11.38%) compared to UCAGX (3.21%). In terms of maximum drawdown, UCAGX dropped -29.07% vs USAGX's -80.89%.
UCAGX currently has the higher Sharpe Ratio (1.99 vs 1.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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