PortfoliosLab logo
USAGX vs. AAPL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between USAGX and AAPL is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.0
Correlation: 0.1

Performance

USAGX vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in USAA Precious Metals and Minerals Fund (USAGX) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%30.00%40.00%December2025FebruaryMarchAprilMay
26.99%
-10.22%
USAGX
AAPL

Key characteristics

Sharpe Ratio

USAGX:

1.84

AAPL:

0.55

Sortino Ratio

USAGX:

2.37

AAPL:

0.98

Omega Ratio

USAGX:

1.32

AAPL:

1.14

Calmar Ratio

USAGX:

0.93

AAPL:

0.54

Martin Ratio

USAGX:

6.39

AAPL:

1.93

Ulcer Index

USAGX:

8.49%

AAPL:

9.34%

Daily Std Dev

USAGX:

29.67%

AAPL:

32.39%

Max Drawdown

USAGX:

-83.53%

AAPL:

-81.80%

Current Drawdown

USAGX:

-35.34%

AAPL:

-23.13%

Returns By Period

In the year-to-date period, USAGX achieves a 47.42% return, which is significantly higher than AAPL's -20.49% return. Over the past 10 years, USAGX has underperformed AAPL with an annualized return of 9.31%, while AAPL has yielded a comparatively higher 21.47% annualized return.


USAGX

YTD

47.42%

1M

16.01%

6M

26.99%

1Y

53.62%

5Y*

8.95%

10Y*

9.31%

AAPL

YTD

-20.49%

1M

5.58%

6M

-10.22%

1Y

8.97%

5Y*

22.31%

10Y*

21.47%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Apple Inc

Risk-Adjusted Performance

USAGX vs. AAPL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USAGX
The Risk-Adjusted Performance Rank of USAGX is 8787
Overall Rank
The Sharpe Ratio Rank of USAGX is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of USAGX is 8888
Sortino Ratio Rank
The Omega Ratio Rank of USAGX is 8888
Omega Ratio Rank
The Calmar Ratio Rank of USAGX is 8080
Calmar Ratio Rank
The Martin Ratio Rank of USAGX is 8888
Martin Ratio Rank

AAPL
The Risk-Adjusted Performance Rank of AAPL is 6868
Overall Rank
The Sharpe Ratio Rank of AAPL is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of AAPL is 6464
Sortino Ratio Rank
The Omega Ratio Rank of AAPL is 6565
Omega Ratio Rank
The Calmar Ratio Rank of AAPL is 7272
Calmar Ratio Rank
The Martin Ratio Rank of AAPL is 7171
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

USAGX vs. AAPL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for USAA Precious Metals and Minerals Fund (USAGX) and Apple Inc (AAPL). 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 chart of Sharpe ratio for USAGX, currently valued at 1.82, compared to the broader market-1.000.001.002.003.00
USAGX: 1.82
AAPL: 0.55
The chart of Sortino ratio for USAGX, currently valued at 2.35, compared to the broader market-2.000.002.004.006.008.00
USAGX: 2.35
AAPL: 0.98
The chart of Omega ratio for USAGX, currently valued at 1.31, compared to the broader market0.501.001.502.002.503.00
USAGX: 1.31
AAPL: 1.14
The chart of Calmar ratio for USAGX, currently valued at 0.92, compared to the broader market0.002.004.006.008.0010.00
USAGX: 0.92
AAPL: 0.54
The chart of Martin ratio for USAGX, currently valued at 6.28, compared to the broader market0.0010.0020.0030.0040.00
USAGX: 6.28
AAPL: 1.93

The current USAGX Sharpe Ratio is 1.84, which is higher than the AAPL Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of USAGX and AAPL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00December2025FebruaryMarchAprilMay
1.82
0.55
USAGX
AAPL

Dividends

USAGX vs. AAPL - Dividend Comparison

USAGX has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.50%.


TTM20242023202220212020201920182017201620152014
USAGX
USAA Precious Metals and Minerals Fund
0.00%0.00%2.45%0.95%0.84%0.04%0.00%0.00%0.00%4.20%0.00%1.37%
AAPL
Apple Inc
0.50%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%

Drawdowns

USAGX vs. AAPL - Drawdown Comparison

The maximum USAGX drawdown since its inception was -83.53%, roughly equal to the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for USAGX and AAPL. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-35.34%
-23.13%
USAGX
AAPL

Volatility

USAGX vs. AAPL - Volatility Comparison

The current volatility for USAA Precious Metals and Minerals Fund (USAGX) is 15.47%, while Apple Inc (AAPL) has a volatility of 20.69%. This indicates that USAGX experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
15.47%
20.69%
USAGX
AAPL

User Portfolios with USAGX or AAPL


AAPL
RIVN
PLTR
mmmmm
33%
YTD
AAPL
AVGO
FIX
EME
IBKR
SFM
MSTR
RHM.DE
LRN
1 / 506

Recent discussions