URFRX vs. USCRX
Compare and contrast key facts about USAA Target Retirement 2040 Fund (URFRX) and USAA Cornerstone Moderately Aggressive Fund (USCRX).
URFRX is managed by Victory Capital. It was launched on Jul 30, 2008. USCRX is managed by Victory Capital. It was launched on Aug 14, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: URFRX or USCRX.
Key characteristics
| URFRX | USCRX | |
|---|---|---|
| YTD Return | 14.00% | 10.13% |
| 1Y Return | 21.64% | 18.31% |
| 3Y Return (Ann) | 0.19% | -1.02% |
| 5Y Return (Ann) | 2.78% | 3.55% |
| 10Y Return (Ann) | 2.67% | 2.56% |
| Sharpe Ratio | 2.30 | 2.26 |
| Sortino Ratio | 3.21 | 3.33 |
| Omega Ratio | 1.43 | 1.42 |
| Calmar Ratio | 1.25 | 1.01 |
| Martin Ratio | 15.03 | 14.68 |
| Ulcer Index | 1.45% | 1.25% |
| Daily Std Dev | 9.44% | 8.12% |
| Max Drawdown | -38.72% | -54.76% |
| Current Drawdown | -0.86% | -3.21% |
Correlation
The correlation between URFRX and USCRX is 0.97, 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
URFRX vs. USCRX - Performance Comparison
In the year-to-date period, URFRX achieves a 14.00% return, which is significantly higher than USCRX's 10.13% return. Both investments have delivered pretty close results over the past 10 years, with URFRX having a 2.67% annualized return and USCRX not far behind at 2.56%. 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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URFRX vs. USCRX - Expense Ratio Comparison
URFRX has a 0.02% expense ratio, which is lower than USCRX's 0.88% expense ratio.
Risk-Adjusted Performance
URFRX vs. USCRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Target Retirement 2040 Fund (URFRX) and USAA Cornerstone Moderately Aggressive Fund (USCRX). 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
URFRX vs. USCRX - Dividend Comparison
URFRX's dividend yield for the trailing twelve months is around 2.14%, more than USCRX's 1.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
USCRX USAA Cornerstone Moderately Aggressive Fund | 1.91% | 2.10% | 0.98% | 1.24% | 1.35% | 1.52% | 1.72% | 1.68% | 2.07% | 2.38% | 2.50% | 2.39% |
Drawdowns
URFRX vs. USCRX - Drawdown Comparison
The maximum URFRX drawdown since its inception was -38.72%, smaller than the maximum USCRX drawdown of -54.76%. Use the drawdown chart below to compare losses from any high point for URFRX and USCRX. For additional features, visit the drawdowns tool.
Volatility
URFRX vs. USCRX - Volatility Comparison
USAA Target Retirement 2040 Fund (URFRX) has a higher volatility of 2.61% compared to USAA Cornerstone Moderately Aggressive Fund (USCRX) at 2.26%. This indicates that URFRX's price experiences larger fluctuations and is considered to be riskier than USCRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.