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.
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
Key characteristics
URFRX:
0.94
USCRX:
0.26
URFRX:
1.27
USCRX:
0.38
URFRX:
1.18
USCRX:
1.06
URFRX:
0.71
USCRX:
0.19
URFRX:
5.93
USCRX:
1.47
URFRX:
1.59%
USCRX:
1.77%
URFRX:
10.02%
USCRX:
10.04%
URFRX:
-38.72%
USCRX:
-54.76%
URFRX:
-7.21%
USCRX:
-11.06%
Returns By Period
In the year-to-date period, URFRX achieves a 7.62% return, which is significantly higher than USCRX's 1.20% return. Over the past 10 years, URFRX has outperformed USCRX with an annualized return of 2.20%, while USCRX has yielded a comparatively lower 1.70% annualized return.
URFRX
7.62%
-5.39%
-0.08%
8.20%
3.05%
2.20%
USCRX
1.20%
-7.94%
-4.65%
1.68%
1.48%
1.70%
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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 2.27%, while USCRX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
URFRX USAA Target Retirement 2040 Fund | 2.27% | 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 | 0.00% | 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
The current volatility for USAA Target Retirement 2040 Fund (URFRX) is 4.59%, while USAA Cornerstone Moderately Aggressive Fund (USCRX) has a volatility of 6.54%. This indicates that URFRX experiences smaller price fluctuations and is considered to be less risky than USCRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.