USCAX vs. USAAX

In the year-to-date period, USCAX achieves a -9.38% return, which is significantly lower than USAAX's -5.66% return. Over the past 10 years, USCAX has underperformed USAAX with an annualized return of -3.61%, while USAAX has yielded a comparatively higher 3.88% annualized return.

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USCAX has a 1.10% expense ratio, which is higher than USAAX's 0.84% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for USAA Small Cap Stock Fund (USCAX) and USAA Growth Fund (USAAX). 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 USCAX Sharpe Ratio is -0.27, which is lower than the USAAX Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of USCAX and USAAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USCAX's dividend yield for the trailing twelve months is around 1.08%, while USAAX has not paid dividends to shareholders.

The maximum USCAX drawdown since its inception was -64.21%, roughly equal to the maximum USAAX drawdown of -67.51%. Use the drawdown chart below to compare losses from any high point for USCAX and USAAX. For additional features, visit the drawdowns tool.

The current volatility for USAA Small Cap Stock Fund (USCAX) is 14.51%, while USAA Growth Fund (USAAX) has a volatility of 16.54%. This indicates that USCAX experiences smaller price fluctuations and is considered to be less risky than USAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.