USAWX vs. FGIAX
Compare and contrast key facts about USAA Sustainable World Fund (USAWX) and Nuveen Global Infrastructure Fund Class A (FGIAX).
USAWX is managed by Victory. It was launched on Sep 30, 1992. FGIAX is a passively managed fund by Nuveen that tracks the performance of the S&P Global Infrastructure Index NR. It was launched on Dec 17, 2007.
Performance
USAWX vs. FGIAX - Performance Comparison
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USAWX vs. FGIAX - 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% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.53% | 17.73% | 10.70% | 8.51% | -6.23% | 14.51% | -2.76% | 29.32% | -7.91% | 19.40% |
Returns By Period
In the year-to-date period, USAWX achieves a -3.86% return, which is significantly lower than FGIAX's 9.53% return. Over the past 10 years, USAWX has outperformed FGIAX with an annualized return of 11.08%, while FGIAX has yielded a comparatively lower 8.70% 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%
FGIAX
- 1D
- 0.53%
- 1M
- -3.78%
- YTD
- 9.53%
- 6M
- 10.02%
- 1Y
- 20.91%
- 3Y*
- 14.03%
- 5Y*
- 10.45%
- 10Y*
- 8.70%
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USAWX vs. FGIAX - Expense Ratio Comparison
USAWX has a 1.05% expense ratio, which is lower than FGIAX's 1.21% expense ratio.
Return for Risk
USAWX vs. FGIAX — Risk / Return Rank
USAWX
FGIAX
USAWX vs. FGIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Sustainable World Fund (USAWX) and Nuveen Global Infrastructure Fund Class A (FGIAX). 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 | FGIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.75 | -0.59 |
Sortino ratioReturn per unit of downside risk | 1.69 | 2.26 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.35 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 2.61 | -1.15 |
Martin ratioReturn relative to average drawdown | 6.91 | 12.12 | -5.21 |
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 | FGIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.75 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.80 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.58 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.42 | +0.10 |
Correlation
The correlation between USAWX and FGIAX is 0.79, 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. FGIAX - Dividend Comparison
USAWX's dividend yield for the trailing twelve months is around 12.12%, more than FGIAX's 9.12% 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% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.12% | 9.99% | 7.46% | 2.27% | 6.11% | 7.20% | 1.38% | 7.06% | 6.32% | 5.83% | 8.23% | 3.05% |
Drawdowns
USAWX vs. FGIAX - Drawdown Comparison
The maximum USAWX drawdown since its inception was -51.65%, roughly equal to the maximum FGIAX drawdown of -49.35%. Use the drawdown chart below to compare losses from any high point for USAWX and FGIAX.
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Drawdown Indicators
| USAWX | FGIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.65% | -49.35% | -2.30% |
Max Drawdown (1Y)Largest decline over 1 year | -11.54% | -8.29% | -3.25% |
Max Drawdown (5Y)Largest decline over 5 years | -37.47% | -21.08% | -16.39% |
Max Drawdown (10Y)Largest decline over 10 years | -37.47% | -38.02% | +0.55% |
Current DrawdownCurrent decline from peak | -9.18% | -3.78% | -5.40% |
Average DrawdownAverage peak-to-trough decline | -9.90% | -7.22% | -2.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 1.78% | +0.65% |
Volatility
USAWX vs. FGIAX - Volatility Comparison
USAA Sustainable World Fund (USAWX) has a higher volatility of 5.06% compared to Nuveen Global Infrastructure Fund Class A (FGIAX) at 4.05%. This indicates that USAWX's price experiences larger fluctuations and is considered to be riskier than FGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USAWX | FGIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 4.05% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 7.09% | +2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.31% | 12.28% | +4.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.52% | 13.08% | +6.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.59% | 15.17% | +3.42% |