USBSX vs. AAAAX
Compare and contrast key facts about USAA Cornerstone Moderate Fund (USBSX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
USBSX is managed by Victory. It was launched on Aug 31, 1995. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
USBSX vs. AAAAX - Performance Comparison
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USBSX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USBSX USAA Cornerstone Moderate Fund | -0.07% | 14.93% | 6.90% | 10.86% | -13.36% | 9.48% | 8.54% | 14.98% | -6.23% | 13.41% |
AAAAX DWS RREEF Real Assets Fund - Class A | 9.77% | 12.82% | 5.24% | 2.30% | -9.91% | 23.45% | 3.71% | 21.42% | -5.36% | 14.67% |
Returns By Period
In the year-to-date period, USBSX achieves a -0.07% return, which is significantly lower than AAAAX's 9.77% return. Over the past 10 years, USBSX has underperformed AAAAX with an annualized return of 5.98%, while AAAAX has yielded a comparatively higher 7.40% annualized return.
USBSX
- 1D
- 1.81%
- 1M
- -3.61%
- YTD
- -0.07%
- 6M
- 1.91%
- 1Y
- 13.56%
- 3Y*
- 9.43%
- 5Y*
- 4.66%
- 10Y*
- 5.98%
AAAAX
- 1D
- 1.09%
- 1M
- -3.53%
- YTD
- 9.77%
- 6M
- 11.84%
- 1Y
- 17.50%
- 3Y*
- 10.19%
- 5Y*
- 6.78%
- 10Y*
- 7.40%
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USBSX vs. AAAAX - Expense Ratio Comparison
USBSX has a 1.14% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
USBSX vs. AAAAX — Risk / Return Rank
USBSX
AAAAX
USBSX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Cornerstone Moderate Fund (USBSX) and DWS RREEF Real Assets Fund - Class A (AAAAX). 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.
| USBSX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 1.57 | -0.07 |
Sortino ratioReturn per unit of downside risk | 2.14 | 2.11 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.32 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.13 | 1.91 | +0.22 |
Martin ratioReturn relative to average drawdown | 9.17 | 10.22 | -1.04 |
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
| USBSX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.57 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.56 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.59 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.38 | +0.15 |
Correlation
The correlation between USBSX and AAAAX 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
USBSX vs. AAAAX - Dividend Comparison
USBSX's dividend yield for the trailing twelve months is around 8.89%, more than AAAAX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USBSX USAA Cornerstone Moderate Fund | 8.89% | 8.75% | 6.17% | 1.49% | 4.79% | 7.05% | 1.58% | 2.07% | 5.24% | 7.00% | 2.43% | 4.73% |
AAAAX DWS RREEF Real Assets Fund - Class A | 3.23% | 3.54% | 2.45% | 2.08% | 4.17% | 2.31% | 1.33% | 1.81% | 1.61% | 1.52% | 1.47% | 2.15% |
Drawdowns
USBSX vs. AAAAX - Drawdown Comparison
The maximum USBSX drawdown since its inception was -47.15%, which is greater than AAAAX's maximum drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for USBSX and AAAAX.
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Drawdown Indicators
| USBSX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.15% | -40.47% | -6.68% |
Max Drawdown (1Y)Largest decline over 1 year | -6.55% | -9.55% | +3.00% |
Max Drawdown (5Y)Largest decline over 5 years | -22.63% | -22.62% | -0.01% |
Max Drawdown (10Y)Largest decline over 10 years | -22.63% | -29.41% | +6.78% |
Current DrawdownCurrent decline from peak | -4.26% | -3.53% | -0.73% |
Average DrawdownAverage peak-to-trough decline | -5.14% | -6.89% | +1.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.52% | 1.79% | -0.27% |
Volatility
USBSX vs. AAAAX - Volatility Comparison
USAA Cornerstone Moderate Fund (USBSX) has a higher volatility of 3.98% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.27%. This indicates that USBSX's price experiences larger fluctuations and is considered to be riskier than AAAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USBSX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 3.27% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 5.97% | 7.26% | -1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.31% | 11.62% | -2.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.85% | 12.19% | -2.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.35% | 12.66% | -3.31% |