URFRX vs. UCAGX

In the year-to-date period, URFRX achieves a 5.71% return, which is significantly higher than UCAGX's 5.18% return. Over the past 10 years, URFRX has outperformed UCAGX with an annualized return of 7.08%, while UCAGX has yielded a comparatively lower 6.33% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for USAA Target Retirement 2040 Fund (URFRX) and USAA Cornerstone Aggressive Fund (UCAGX). 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 URFRX Sharpe Ratio is 0.87, which is higher than the UCAGX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of URFRX and UCAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

URFRX's dividend yield for the trailing twelve months is around 4.13%, less than UCAGX's 7.74% yield.

The maximum URFRX drawdown since its inception was -38.72%, which is greater than UCAGX's maximum drawdown of -29.07%. Use the drawdown chart below to compare losses from any high point for URFRX and UCAGX.

The current volatility for USAA Target Retirement 2040 Fund (URFRX) is 2.56%, while USAA Cornerstone Aggressive Fund (UCAGX) has a volatility of 2.74%. This indicates that URFRX experiences smaller price fluctuations and is considered to be less risky than UCAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.