USAGX vs. UUSTX
Compare and contrast key facts about USAA Precious Metals and Minerals Fund (USAGX) and USAA Ultra Short-Term Bond Fund (UUSTX).
USAGX is managed by Victory. It was launched on Aug 14, 1984. UUSTX is managed by Victory. It was launched on Oct 18, 2010.
Performance
USAGX vs. UUSTX - Performance Comparison
Loading graphics...
USAGX vs. UUSTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USAGX USAA Precious Metals and Minerals Fund | 6.26% | 156.06% | 10.76% | 6.73% | -11.80% | -10.14% | 25.85% | 42.97% | -12.26% | 9.65% |
UUSTX USAA Ultra Short-Term Bond Fund | 0.30% | 5.25% | 6.20% | 5.57% | -0.69% | 0.78% | 3.00% | 4.37% | 1.58% | 1.51% |
Returns By Period
In the year-to-date period, USAGX achieves a 6.26% return, which is significantly higher than UUSTX's 0.30% return. Over the past 10 years, USAGX has outperformed UUSTX with an annualized return of 16.40%, while UUSTX has yielded a comparatively lower 2.91% annualized return.
USAGX
- 1D
- 6.75%
- 1M
- -20.36%
- YTD
- 6.26%
- 6M
- 20.15%
- 1Y
- 96.22%
- 3Y*
- 42.24%
- 5Y*
- 22.40%
- 10Y*
- 16.40%
UUSTX
- 1D
- 0.00%
- 1M
- -0.40%
- YTD
- 0.30%
- 6M
- 1.46%
- 1Y
- 4.18%
- 3Y*
- 5.28%
- 5Y*
- 3.35%
- 10Y*
- 2.91%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
USAGX vs. UUSTX - Expense Ratio Comparison
USAGX has a 1.12% expense ratio, which is higher than UUSTX's 0.62% expense ratio.
Return for Risk
USAGX vs. UUSTX — Risk / Return Rank
USAGX
UUSTX
USAGX vs. UUSTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Precious Metals and Minerals Fund (USAGX) and USAA Ultra Short-Term Bond Fund (UUSTX). 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 | UUSTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.27 | 2.86 | -0.59 |
Sortino ratioReturn per unit of downside risk | 2.50 | 8.47 | -5.97 |
Omega ratioGain probability vs. loss probability | 1.37 | 2.73 | -1.35 |
Calmar ratioReturn relative to maximum drawdown | 3.28 | 7.72 | -4.45 |
Martin ratioReturn relative to average drawdown | 12.04 | 30.57 | -18.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| USAGX | UUSTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.27 | 2.86 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 2.28 | -1.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 1.95 | -1.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 1.79 | -1.60 |
Correlation
The correlation between USAGX and UUSTX is 0.15, 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.
Dividends
USAGX vs. UUSTX - Dividend Comparison
USAGX's dividend yield for the trailing twelve months is around 0.23%, less than UUSTX's 4.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USAGX USAA Precious Metals and Minerals Fund | 0.23% | 0.24% | 0.00% | 2.45% | 0.95% | 0.84% | 0.04% | 0.00% | 0.00% | 0.00% | 4.20% | 0.00% |
UUSTX USAA Ultra Short-Term Bond Fund | 4.30% | 4.81% | 5.30% | 3.87% | 2.01% | 0.87% | 2.10% | 2.66% | 2.38% | 1.60% | 1.31% | 1.33% |
Drawdowns
USAGX vs. UUSTX - Drawdown Comparison
The maximum USAGX drawdown since its inception was -80.89%, which is greater than UUSTX's maximum drawdown of -7.34%. Use the drawdown chart below to compare losses from any high point for USAGX and UUSTX.
Loading graphics...
Drawdown Indicators
| USAGX | UUSTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.89% | -7.34% | -73.55% |
Max Drawdown (1Y)Largest decline over 1 year | -30.12% | -0.59% | -29.53% |
Max Drawdown (5Y)Largest decline over 5 years | -45.72% | -2.53% | -43.19% |
Max Drawdown (10Y)Largest decline over 10 years | -51.03% | -7.34% | -43.69% |
Current DrawdownCurrent decline from peak | -20.48% | -0.49% | -19.99% |
Average DrawdownAverage peak-to-trough decline | -43.17% | -0.27% | -42.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.19% | 0.15% | +8.04% |
Volatility
USAGX vs. UUSTX - Volatility Comparison
USAA Precious Metals and Minerals Fund (USAGX) has a higher volatility of 17.28% compared to USAA Ultra Short-Term Bond Fund (UUSTX) at 0.27%. This indicates that USAGX's price experiences larger fluctuations and is considered to be riskier than UUSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| USAGX | UUSTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.28% | 0.27% | +17.01% |
Volatility (6M)Calculated over the trailing 6-month period | 35.61% | 1.07% | +34.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.15% | 1.51% | +41.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.19% | 1.48% | +30.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.80% | 1.49% | +31.31% |