USBSX vs. SWTSX

In the year-to-date period, USBSX achieves a 4.07% return, which is significantly higher than SWTSX's 0.54% return. Over the past 10 years, USBSX has underperformed SWTSX with an annualized return of 4.30%, while SWTSX has yielded a comparatively higher 11.79% annualized return.

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USBSX has a 1.14% expense ratio, which is higher than SWTSX's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for USAA Cornerstone Moderate Fund (USBSX) and Schwab Total Stock Market Index Fund (SWTSX). 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 USBSX Sharpe Ratio is 0.74, which is comparable to the SWTSX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of USBSX and SWTSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USBSX's dividend yield for the trailing twelve months is around 5.06%, more than SWTSX's 1.23% yield.

The maximum USBSX drawdown since its inception was -47.15%, smaller than the maximum SWTSX drawdown of -54.70%. Use the drawdown chart below to compare losses from any high point for USBSX and SWTSX.

The current volatility for USAA Cornerstone Moderate Fund (USBSX) is 1.87%, while Schwab Total Stock Market Index Fund (SWTSX) has a volatility of 4.97%. This indicates that USBSX experiences smaller price fluctuations and is considered to be less risky than SWTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.