USAAX vs. FDGRX

In the year-to-date period, USAAX achieves a -5.66% return, which is significantly higher than FDGRX's -9.27% return. Over the past 10 years, USAAX has underperformed FDGRX with an annualized return of 3.88%, while FDGRX has yielded a comparatively higher 10.60% annualized return.

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USAAX has a 0.84% expense ratio, which is higher than FDGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for USAA Growth Fund (USAAX) and Fidelity Growth Company Fund (FDGRX). 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 USAAX Sharpe Ratio is 0.25, which is higher than the FDGRX Sharpe Ratio of 0.14. The chart below compares the historical Sharpe Ratios of USAAX and FDGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither USAAX nor FDGRX has paid dividends to shareholders.

The maximum USAAX drawdown since its inception was -67.51%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for USAAX and FDGRX. For additional features, visit the drawdowns tool.

USAA Growth Fund (USAAX) and Fidelity Growth Company Fund (FDGRX) have volatilities of 16.54% and 16.83%, 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.