Correlation
The correlation between USAAX and USAUX is 0.83, 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.
USAAX vs. USAUX
Compare and contrast key facts about USAA Growth Fund (USAAX) and USAA Aggressive Growth Fund (USAUX).
USAAX is managed by Victory Capital. It was launched on Apr 5, 1971. USAUX is managed by Victory Capital. It was launched on Oct 19, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USAAX or USAUX.
Performance
USAAX vs. USAUX - Performance Comparison
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Key characteristics
USAAX:
0.59
USAUX:
0.55
USAAX:
1.02
USAUX:
0.95
USAAX:
1.15
USAUX:
1.13
USAAX:
0.57
USAUX:
0.59
USAAX:
1.51
USAUX:
1.76
USAAX:
11.21%
USAUX:
8.65%
USAAX:
28.84%
USAUX:
27.46%
USAAX:
-67.51%
USAUX:
-75.97%
USAAX:
-11.78%
USAUX:
-6.38%
Returns By Period
In the year-to-date period, USAAX achieves a 0.65% return, which is significantly lower than USAUX's 1.14% return. Both investments have delivered pretty close results over the past 10 years, with USAAX having a 13.70% annualized return and USAUX not far behind at 13.25%.
USAAX
0.65%
9.83%
1.74%
16.92%
21.56%
14.95%
13.70%
USAUX
1.14%
9.69%
1.80%
15.10%
21.14%
14.46%
13.25%
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USAAX vs. USAUX - Expense Ratio Comparison
USAAX has a 0.84% expense ratio, which is higher than USAUX's 0.63% expense ratio.
Risk-Adjusted Performance
USAAX vs. USAUX — Risk-Adjusted Performance Rank
USAAX
USAUX
USAAX vs. USAUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Growth Fund (USAAX) and USAA Aggressive Growth Fund (USAUX). 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.
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Dividends
USAAX vs. USAUX - Dividend Comparison
USAAX's dividend yield for the trailing twelve months is around 10.40%, more than USAUX's 5.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USAAX USAA Growth Fund | 10.40% | 10.47% | 6.54% | 6.98% | 10.34% | 4.33% | 26.15% | 13.67% | 2.47% | 5.27% | 6.92% | 7.07% |
USAUX USAA Aggressive Growth Fund | 5.10% | 5.15% | 0.00% | 2.37% | 11.36% | 0.18% | 20.25% | 18.58% | 9.19% | 7.42% | 6.80% | 12.39% |
Drawdowns
USAAX vs. USAUX - Drawdown Comparison
The maximum USAAX drawdown since its inception was -67.51%, smaller than the maximum USAUX drawdown of -75.97%. Use the drawdown chart below to compare losses from any high point for USAAX and USAUX.
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Volatility
USAAX vs. USAUX - Volatility Comparison
USAA Growth Fund (USAAX) has a higher volatility of 5.84% compared to USAA Aggressive Growth Fund (USAUX) at 5.56%. This indicates that USAAX's price experiences larger fluctuations and is considered to be riskier than USAUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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