USBLX vs. VTMFX

In the year-to-date period, USBLX achieves a -2.29% return, which is significantly lower than VTMFX's -1.56% return. Both investments have delivered pretty close results over the past 10 years, with USBLX having a 6.86% annualized return and VTMFX not far ahead at 7.16%.

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USBLX has a 0.58% expense ratio, which is higher than VTMFX's 0.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for USAA Growth and Tax Strategy Fund (USBLX) and Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX). 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 USBLX Sharpe Ratio is 0.57, which is comparable to the VTMFX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of USBLX and VTMFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USBLX's dividend yield for the trailing twelve months is around 1.83%, less than VTMFX's 2.22% yield.

The maximum USBLX drawdown since its inception was -33.49%, which is greater than VTMFX's maximum drawdown of -28.49%. Use the drawdown chart below to compare losses from any high point for USBLX and VTMFX. For additional features, visit the drawdowns tool.

USAA Growth and Tax Strategy Fund (USBLX) and Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX) have volatilities of 2.96% and 3.01%, 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.