USAUX vs. USCAX
Compare and contrast key facts about USAA Aggressive Growth Fund (USAUX) and USAA Small Cap Stock Fund (USCAX).
USAUX is managed by Victory. It was launched on Oct 19, 1981. USCAX is managed by Victory. It was launched on Aug 2, 1999.
Performance
USAUX vs. USCAX - Performance Comparison
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USAUX vs. USCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USAUX USAA Aggressive Growth Fund | -9.21% | 16.98% | 33.63% | 48.36% | -35.30% | 16.68% | 41.82% | 23.23% | -0.75% | 30.12% |
USCAX USAA Small Cap Stock Fund | 0.97% | 9.15% | 5.34% | 17.35% | -19.99% | 17.08% | 22.22% | 29.04% | -9.97% | 10.10% |
Returns By Period
In the year-to-date period, USAUX achieves a -9.21% return, which is significantly lower than USCAX's 0.97% return. Over the past 10 years, USAUX has outperformed USCAX with an annualized return of 13.97%, while USCAX has yielded a comparatively lower 8.93% annualized return.
USAUX
- 1D
- 3.94%
- 1M
- -5.73%
- YTD
- -9.21%
- 6M
- -9.92%
- 1Y
- 18.30%
- 3Y*
- 21.65%
- 5Y*
- 9.48%
- 10Y*
- 13.97%
USCAX
- 1D
- 3.11%
- 1M
- -5.56%
- YTD
- 0.97%
- 6M
- 3.40%
- 1Y
- 21.41%
- 3Y*
- 9.49%
- 5Y*
- 1.94%
- 10Y*
- 8.93%
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USAUX vs. USCAX - Expense Ratio Comparison
USAUX has a 0.63% expense ratio, which is lower than USCAX's 1.10% expense ratio.
Return for Risk
USAUX vs. USCAX — Risk / Return Rank
USAUX
USCAX
USAUX vs. USCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Aggressive Growth Fund (USAUX) 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.
| USAUX | USCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.96 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.48 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.51 | -0.38 |
Martin ratioReturn relative to average drawdown | 3.76 | 6.06 | -2.30 |
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
| USAUX | USCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.96 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.06 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.31 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.30 | +0.12 |
Correlation
The correlation between USAUX and USCAX is 0.81, 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
USAUX vs. USCAX - Dividend Comparison
USAUX's dividend yield for the trailing twelve months is around 4.88%, less than USCAX's 7.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USAUX USAA Aggressive Growth Fund | 4.88% | 4.43% | 5.15% | 0.00% | 2.37% | 11.36% | 0.18% | 20.25% | 18.58% | 9.19% | 7.42% | 6.80% |
USCAX USAA Small Cap Stock Fund | 7.46% | 7.53% | 6.00% | 0.18% | 6.19% | 43.14% | 8.50% | 9.92% | 13.94% | 11.05% | 1.24% | 9.23% |
Drawdowns
USAUX vs. USCAX - Drawdown Comparison
The maximum USAUX drawdown since its inception was -76.19%, which is greater than USCAX's maximum drawdown of -60.17%. Use the drawdown chart below to compare losses from any high point for USAUX and USCAX.
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Drawdown Indicators
| USAUX | USCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.19% | -60.17% | -16.02% |
Max Drawdown (1Y)Largest decline over 1 year | -17.09% | -14.11% | -2.98% |
Max Drawdown (5Y)Largest decline over 5 years | -43.84% | -47.97% | +4.13% |
Max Drawdown (10Y)Largest decline over 10 years | -43.84% | -47.97% | +4.13% |
Current DrawdownCurrent decline from peak | -13.82% | -22.86% | +9.04% |
Average DrawdownAverage peak-to-trough decline | -26.80% | -18.75% | -8.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.11% | 3.52% | +1.59% |
Volatility
USAUX vs. USCAX - Volatility Comparison
USAA Aggressive Growth Fund (USAUX) and USAA Small Cap Stock Fund (USCAX) have volatilities of 7.08% and 6.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USAUX | USCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.08% | 6.75% | +0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 13.11% | 13.10% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.03% | 22.59% | +0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.49% | 33.23% | -8.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.81% | 28.84% | -6.03% |