USAAX vs. USAUX

In the year-to-date period, USAAX achieves a -5.66% return, which is significantly lower than USAUX's -4.65% return. Over the past 10 years, USAAX has underperformed USAUX with an annualized return of 3.88%, while USAUX has yielded a comparatively higher 4.92% annualized return.

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USAAX has a 0.84% expense ratio, which is higher than USAUX's 0.63% expense ratio.

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.

The current USAAX Sharpe Ratio is 0.25, which is lower than the USAUX Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of USAAX and USAUX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USAAX has not paid dividends to shareholders, while USAUX's dividend yield for the trailing twelve months is around 5.40%.

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. For additional features, visit the drawdowns tool.

USAA Growth Fund (USAAX) and USAA Aggressive Growth Fund (USAUX) have volatilities of 16.54% and 16.61%, 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.