USAGX vs. VGPMX

In the year-to-date period, USAGX achieves a 49.71% return, which is significantly higher than VGPMX's 18.59% return. Over the past 10 years, USAGX has outperformed VGPMX with an annualized return of 9.37%, while VGPMX has yielded a comparatively lower 7.11% annualized return.

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USAGX has a 1.12% expense ratio, which is higher than VGPMX's 0.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for USAA Precious Metals and Minerals Fund (USAGX) and Vanguard Global Capital Cycles Fund (VGPMX). 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 USAGX Sharpe Ratio is 1.54, which is higher than the VGPMX Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of USAGX and VGPMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USAGX has not paid dividends to shareholders, while VGPMX's dividend yield for the trailing twelve months is around 2.12%.

The maximum USAGX drawdown since its inception was -83.53%, roughly equal to the maximum VGPMX drawdown of -83.63%. Use the drawdown chart below to compare losses from any high point for USAGX and VGPMX. For additional features, visit the drawdowns tool.

USAA Precious Metals and Minerals Fund (USAGX) has a higher volatility of 12.40% compared to Vanguard Global Capital Cycles Fund (VGPMX) at 3.27%. This indicates that USAGX's price experiences larger fluctuations and is considered to be riskier than VGPMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.