UCAGX vs. USSPX
Compare and contrast key facts about USAA Cornerstone Aggressive Fund (UCAGX) and USAA 500 Index Fund (USSPX).
UCAGX is managed by Victory. It was launched on Jun 7, 2012. USSPX is managed by Victory. It was launched on May 1, 1996.
Performance
UCAGX vs. USSPX - Performance Comparison
Loading graphics...
UCAGX vs. USSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UCAGX USAA Cornerstone Aggressive Fund | -0.40% | 19.22% | 10.43% | 14.37% | -13.55% | 16.23% | 9.48% | 19.96% | -9.34% | 17.91% |
USSPX USAA 500 Index Fund | -4.39% | 17.63% | 25.04% | 26.99% | -19.37% | 27.45% | 21.21% | 31.19% | -4.66% | 21.19% |
Returns By Period
In the year-to-date period, UCAGX achieves a -0.40% return, which is significantly higher than USSPX's -4.39% return. Over the past 10 years, UCAGX has underperformed USSPX with an annualized return of 8.40%, while USSPX has yielded a comparatively higher 13.96% annualized return.
UCAGX
- 1D
- 2.59%
- 1M
- -4.56%
- YTD
- -0.40%
- 6M
- 2.21%
- 1Y
- 18.41%
- 3Y*
- 12.89%
- 5Y*
- 7.32%
- 10Y*
- 8.40%
USSPX
- 1D
- 2.94%
- 1M
- -4.96%
- YTD
- -4.39%
- 6M
- -2.43%
- 1Y
- 17.28%
- 3Y*
- 18.36%
- 5Y*
- 11.45%
- 10Y*
- 13.96%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
UCAGX vs. USSPX - Expense Ratio Comparison
UCAGX has a 1.24% expense ratio, which is higher than USSPX's 0.24% expense ratio.
Return for Risk
UCAGX vs. USSPX — Risk / Return Rank
UCAGX
USSPX
UCAGX vs. USSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Cornerstone Aggressive Fund (UCAGX) and USAA 500 Index Fund (USSPX). 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.
| UCAGX | USSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 0.97 | +0.42 |
Sortino ratioReturn per unit of downside risk | 2.01 | 1.48 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.51 | +0.47 |
Martin ratioReturn relative to average drawdown | 9.01 | 7.24 | +1.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| UCAGX | USSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 0.97 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.66 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.76 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.51 | +0.07 |
Correlation
The correlation between UCAGX and USSPX is 0.93, 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. USSPX - Dividend Comparison
UCAGX's dividend yield for the trailing twelve months is around 11.09%, more than USSPX's 4.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UCAGX USAA Cornerstone Aggressive Fund | 11.09% | 11.04% | 8.14% | 1.96% | 4.79% | 8.52% | 1.89% | 2.03% | 5.99% | 6.74% | 1.48% | 2.20% |
USSPX USAA 500 Index Fund | 4.34% | 4.14% | 3.63% | 2.07% | 2.81% | 4.98% | 3.38% | 4.98% | 3.03% | 1.34% | 2.34% | 1.89% |
Drawdowns
UCAGX vs. USSPX - Drawdown Comparison
The maximum UCAGX drawdown since its inception was -29.07%, smaller than the maximum USSPX drawdown of -55.39%. Use the drawdown chart below to compare losses from any high point for UCAGX and USSPX.
Loading graphics...
Drawdown Indicators
| UCAGX | USSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.07% | -55.39% | +26.32% |
Max Drawdown (1Y)Largest decline over 1 year | -9.52% | -12.19% | +2.67% |
Max Drawdown (5Y)Largest decline over 5 years | -25.37% | -26.88% | +1.51% |
Max Drawdown (10Y)Largest decline over 10 years | -29.07% | -33.64% | +4.57% |
Current DrawdownCurrent decline from peak | -5.64% | -6.25% | +0.61% |
Average DrawdownAverage peak-to-trough decline | -4.95% | -10.19% | +5.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.09% | 2.54% | -0.45% |
Volatility
UCAGX vs. USSPX - Volatility Comparison
USAA Cornerstone Aggressive Fund (UCAGX) and USAA 500 Index Fund (USSPX) have volatilities of 5.27% and 5.37%, 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.
Loading graphics...
Volatility by Period
| UCAGX | USSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 5.37% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 8.41% | 9.59% | -1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.60% | 18.42% | -4.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.07% | 17.51% | -3.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.14% | 18.35% | -4.21% |