USAWX vs. VFIFX
Compare and contrast key facts about USAA Sustainable World Fund (USAWX) and Vanguard Target Retirement 2050 Fund (VFIFX).
USAWX is managed by Victory. It was launched on Sep 30, 1992. VFIFX is managed by Vanguard. It was launched on Jun 7, 2006.
Performance
USAWX vs. VFIFX - Performance Comparison
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USAWX vs. VFIFX - 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% |
VFIFX Vanguard Target Retirement 2050 Fund | -3.95% | 21.42% | 14.45% | 20.39% | -17.48% | 16.42% | 16.40% | 24.99% | -7.89% | 19.15% |
Returns By Period
The year-to-date returns for both stocks are quite close, with USAWX having a -3.86% return and VFIFX slightly lower at -3.95%. Over the past 10 years, USAWX has outperformed VFIFX with an annualized return of 11.08%, while VFIFX has yielded a comparatively lower 10.29% 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%
VFIFX
- 1D
- -0.28%
- 1M
- -8.41%
- YTD
- -3.95%
- 6M
- -1.01%
- 1Y
- 17.29%
- 3Y*
- 14.65%
- 5Y*
- 8.11%
- 10Y*
- 10.29%
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USAWX vs. VFIFX - Expense Ratio Comparison
USAWX has a 1.05% expense ratio, which is higher than VFIFX's 0.08% expense ratio.
Return for Risk
USAWX vs. VFIFX — Risk / Return Rank
USAWX
VFIFX
USAWX vs. VFIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Sustainable World Fund (USAWX) and Vanguard Target Retirement 2050 Fund (VFIFX). 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 | VFIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.17 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.70 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.25 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.48 | -0.03 |
Martin ratioReturn relative to average drawdown | 6.91 | 6.86 | +0.05 |
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 | VFIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.17 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.58 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.69 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.47 | +0.04 |
Correlation
The correlation between USAWX and VFIFX is 0.94, 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. VFIFX - Dividend Comparison
USAWX's dividend yield for the trailing twelve months is around 12.12%, more than VFIFX's 2.18% 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% |
VFIFX Vanguard Target Retirement 2050 Fund | 2.18% | 2.09% | 2.26% | 2.21% | 2.38% | 12.83% | 1.84% | 2.20% | 2.51% | 0.03% | 2.04% | 2.36% |
Drawdowns
USAWX vs. VFIFX - Drawdown Comparison
The maximum USAWX drawdown since its inception was -51.65%, roughly equal to the maximum VFIFX drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for USAWX and VFIFX.
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Drawdown Indicators
| USAWX | VFIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.65% | -51.68% | +0.03% |
Max Drawdown (1Y)Largest decline over 1 year | -11.54% | -10.52% | -1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -37.47% | -25.40% | -12.07% |
Max Drawdown (10Y)Largest decline over 10 years | -37.47% | -31.36% | -6.11% |
Current DrawdownCurrent decline from peak | -9.18% | -8.87% | -0.31% |
Average DrawdownAverage peak-to-trough decline | -9.90% | -6.93% | -2.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 2.27% | +0.16% |
Volatility
USAWX vs. VFIFX - Volatility Comparison
USAA Sustainable World Fund (USAWX) has a higher volatility of 5.06% compared to Vanguard Target Retirement 2050 Fund (VFIFX) at 4.70%. This indicates that USAWX's price experiences larger fluctuations and is considered to be riskier than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USAWX | VFIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 4.70% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 8.53% | +0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.31% | 14.79% | +1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.52% | 14.07% | +5.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.59% | 15.05% | +3.54% |