USAGX vs. OCMGX
Compare and contrast key facts about USAA Precious Metals and Minerals Fund (USAGX) and OCM Gold Fund (OCMGX).
USAGX is managed by Victory. It was launched on Aug 14, 1984. OCMGX is managed by OCM. It was launched on Feb 3, 1988.
Performance
USAGX vs. OCMGX - Performance Comparison
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USAGX vs. OCMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USAGX USAA Precious Metals and Minerals Fund | 9.67% | 156.06% | 10.76% | 6.73% | -11.80% | -10.14% | 25.85% | 42.97% | -12.26% | 9.65% |
OCMGX OCM Gold Fund | 9.45% | 167.05% | 23.15% | 4.21% | -17.71% | -9.67% | 44.28% | 56.74% | -13.84% | 9.70% |
Returns By Period
The year-to-date returns for both stocks are quite close, with USAGX having a 9.67% return and OCMGX slightly lower at 9.45%. Over the past 10 years, USAGX has underperformed OCMGX with an annualized return of 17.04%, while OCMGX has yielded a comparatively higher 20.21% annualized return.
USAGX
- 1D
- -1.42%
- 1M
- -11.00%
- YTD
- 9.67%
- 6M
- 23.49%
- 1Y
- 102.29%
- 3Y*
- 43.07%
- 5Y*
- 23.17%
- 10Y*
- 17.04%
OCMGX
- 1D
- -1.54%
- 1M
- -10.85%
- YTD
- 9.45%
- 6M
- 28.79%
- 1Y
- 113.02%
- 3Y*
- 48.83%
- 5Y*
- 25.22%
- 10Y*
- 20.21%
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USAGX vs. OCMGX - Expense Ratio Comparison
USAGX has a 1.12% expense ratio, which is lower than OCMGX's 2.32% expense ratio.
Return for Risk
USAGX vs. OCMGX — Risk / Return Rank
USAGX
OCMGX
USAGX vs. OCMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Precious Metals and Minerals Fund (USAGX) and OCM Gold Fund (OCMGX). 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.
| USAGX | OCMGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.39 | 2.89 | -0.50 |
Sortino ratioReturn per unit of downside risk | 2.60 | 3.01 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.44 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 3.40 | 4.10 | -0.70 |
Martin ratioReturn relative to average drawdown | 12.30 | 14.75 | -2.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| USAGX | OCMGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.39 | 2.89 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.75 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.60 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.13 | +0.07 |
Correlation
The correlation between USAGX and OCMGX is 0.91, 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.
Dividends
USAGX vs. OCMGX - Dividend Comparison
USAGX's dividend yield for the trailing twelve months is around 0.22%, less than OCMGX's 5.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USAGX USAA Precious Metals and Minerals Fund | 0.22% | 0.24% | 0.00% | 2.45% | 0.95% | 0.84% | 0.04% | 0.00% | 0.00% | 0.00% | 4.20% | 0.00% |
OCMGX OCM Gold Fund | 5.94% | 6.50% | 2.88% | 0.00% | 0.05% | 1.07% | 0.98% | 6.33% | 26.98% | 7.19% | 19.53% | 0.05% |
Drawdowns
USAGX vs. OCMGX - Drawdown Comparison
The maximum USAGX drawdown since its inception was -80.89%, roughly equal to the maximum OCMGX drawdown of -84.47%. Use the drawdown chart below to compare losses from any high point for USAGX and OCMGX.
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Drawdown Indicators
| USAGX | OCMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.89% | -84.47% | +3.58% |
Max Drawdown (1Y)Largest decline over 1 year | -30.12% | -27.33% | -2.79% |
Max Drawdown (5Y)Largest decline over 5 years | -45.72% | -45.55% | -0.17% |
Max Drawdown (10Y)Largest decline over 10 years | -51.03% | -45.55% | -5.48% |
Current DrawdownCurrent decline from peak | -17.92% | -16.54% | -1.38% |
Average DrawdownAverage peak-to-trough decline | -43.17% | -41.27% | -1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.34% | 7.60% | +0.74% |
Volatility
USAGX vs. OCMGX - Volatility Comparison
USAA Precious Metals and Minerals Fund (USAGX) has a higher volatility of 16.37% compared to OCM Gold Fund (OCMGX) at 15.17%. This indicates that USAGX's price experiences larger fluctuations and is considered to be riskier than OCMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USAGX | OCMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.37% | 15.17% | +1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 35.91% | 31.78% | +4.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.41% | 39.61% | +3.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.21% | 33.94% | -1.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.83% | 33.92% | -1.09% |