USAWX vs. CSUAX
Compare and contrast key facts about USAA Sustainable World Fund (USAWX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
USAWX is managed by Victory. It was launched on Sep 30, 1992. CSUAX is a passively managed fund by Cohen & Steers that tracks the performance of the FTSE Global Core Infrastructure 50/50 Index. It was launched on Aug 28, 2017.
Performance
USAWX vs. CSUAX - Performance Comparison
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USAWX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USAWX USAA Sustainable World Fund | -3.86% | 19.39% | 18.13% | 24.65% | -19.97% | 17.68% | 15.73% | 32.11% | -9.81% | 23.93% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 8.35% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Returns By Period
In the year-to-date period, USAWX achieves a -3.86% return, which is significantly lower than CSUAX's 8.35% return. Over the past 10 years, USAWX has outperformed CSUAX with an annualized return of 11.08%, while CSUAX has yielded a comparatively lower 7.48% annualized return.
USAWX
- 1D
- -0.20%
- 1M
- -8.74%
- YTD
- -3.86%
- 6M
- 0.04%
- 1Y
- 18.84%
- 3Y*
- 16.13%
- 5Y*
- 8.87%
- 10Y*
- 11.08%
CSUAX
- 1D
- 0.34%
- 1M
- -4.38%
- YTD
- 8.35%
- 6M
- 8.97%
- 1Y
- 17.98%
- 3Y*
- 10.78%
- 5Y*
- 7.79%
- 10Y*
- 7.48%
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USAWX vs. CSUAX - Expense Ratio Comparison
USAWX has a 1.05% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Return for Risk
USAWX vs. CSUAX — Risk / Return Rank
USAWX
CSUAX
USAWX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Sustainable World Fund (USAWX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). 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.
| USAWX | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.63 | -0.47 |
Sortino ratioReturn per unit of downside risk | 1.69 | 2.17 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.32 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 2.36 | -0.91 |
Martin ratioReturn relative to average drawdown | 6.91 | 10.32 | -3.40 |
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
| USAWX | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.63 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.61 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.50 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.55 | -0.04 |
Correlation
The correlation between USAWX and CSUAX is 0.72, 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
USAWX vs. CSUAX - Dividend Comparison
USAWX's dividend yield for the trailing twelve months is around 12.12%, more than CSUAX's 7.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USAWX USAA Sustainable World Fund | 12.12% | 11.65% | 6.66% | 1.03% | 2.88% | 18.85% | 4.70% | 41.19% | 7.16% | 4.40% | 2.85% | 2.88% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.46% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
Drawdowns
USAWX vs. CSUAX - Drawdown Comparison
The maximum USAWX drawdown since its inception was -51.65%, roughly equal to the maximum CSUAX drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for USAWX and CSUAX.
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Drawdown Indicators
| USAWX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.65% | -52.20% | +0.55% |
Max Drawdown (1Y)Largest decline over 1 year | -11.54% | -7.98% | -3.56% |
Max Drawdown (5Y)Largest decline over 5 years | -37.47% | -20.45% | -17.02% |
Max Drawdown (10Y)Largest decline over 10 years | -37.47% | -35.05% | -2.42% |
Current DrawdownCurrent decline from peak | -9.18% | -4.38% | -4.80% |
Average DrawdownAverage peak-to-trough decline | -9.90% | -8.49% | -1.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 1.83% | +0.60% |
Volatility
USAWX vs. CSUAX - Volatility Comparison
USAA Sustainable World Fund (USAWX) has a higher volatility of 5.06% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.26%. This indicates that USAWX's price experiences larger fluctuations and is considered to be riskier than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USAWX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 3.26% | +1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 6.89% | +2.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.31% | 11.48% | +4.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.52% | 12.89% | +6.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.59% | 14.89% | +3.70% |