USAAX vs. USCAX

In the year-to-date period, USAAX achieves a 0.65% return, which is significantly higher than USCAX's -6.66% return. Over the past 10 years, USAAX has outperformed USCAX with an annualized return of 13.70%, while USCAX has yielded a comparatively lower 6.18% annualized return.

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USAAX has a 0.84% expense ratio, which is lower than USCAX's 1.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for USAA Growth Fund (USAAX) and USAA Small Cap Stock Fund (USCAX). 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 0.59, which is higher than the USCAX Sharpe Ratio of -0.06. The chart below compares the historical Sharpe Ratios of USAAX and USCAX, 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's dividend yield for the trailing twelve months is around 10.40%, more than USCAX's 6.43% yield.

The maximum USAAX drawdown since its inception was -67.51%, which is greater than USCAX's maximum drawdown of -60.16%. Use the drawdown chart below to compare losses from any high point for USAAX and USCAX.

The current volatility for USAA Growth Fund (USAAX) is 5.84%, while USAA Small Cap Stock Fund (USCAX) has a volatility of 6.48%. This indicates that USAAX experiences smaller price fluctuations and is considered to be less risky than USCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.