USCAX vs. USHYX
Compare and contrast key facts about USAA Small Cap Stock Fund (USCAX) and USAA High Income Fund (USHYX).
USCAX is managed by Victory. It was launched on Aug 2, 1999. USHYX is managed by Victory. It was launched on Aug 2, 1999.
Performance
USCAX vs. USHYX - Performance Comparison
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USCAX vs. USHYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USCAX USAA Small Cap Stock Fund | 0.97% | 9.15% | 5.34% | 17.35% | -19.99% | 17.08% | 22.22% | 29.04% | -9.97% | 10.10% |
USHYX USAA High Income Fund | -0.60% | 7.22% | 6.85% | 13.05% | -10.95% | 5.61% | 3.74% | 13.13% | -3.52% | 7.17% |
Returns By Period
In the year-to-date period, USCAX achieves a 0.97% return, which is significantly higher than USHYX's -0.60% return. Over the past 10 years, USCAX has outperformed USHYX with an annualized return of 8.93%, while USHYX has yielded a comparatively lower 5.37% annualized return.
USCAX
- 1D
- 3.11%
- 1M
- -5.56%
- YTD
- 0.97%
- 6M
- 3.40%
- 1Y
- 21.41%
- 3Y*
- 9.49%
- 5Y*
- 1.94%
- 10Y*
- 8.93%
USHYX
- 1D
- 0.44%
- 1M
- -1.20%
- YTD
- -0.60%
- 6M
- 0.41%
- 1Y
- 6.55%
- 3Y*
- 7.66%
- 5Y*
- 3.58%
- 10Y*
- 5.37%
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USCAX vs. USHYX - Expense Ratio Comparison
USCAX has a 1.10% expense ratio, which is higher than USHYX's 0.76% expense ratio.
Return for Risk
USCAX vs. USHYX — Risk / Return Rank
USCAX
USHYX
USCAX vs. USHYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Small Cap Stock Fund (USCAX) and USAA High Income Fund (USHYX). 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.
| USCAX | USHYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 2.19 | -1.23 |
Sortino ratioReturn per unit of downside risk | 1.48 | 3.06 | -1.58 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.52 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 2.63 | -1.12 |
Martin ratioReturn relative to average drawdown | 6.06 | 11.51 | -5.45 |
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
| USCAX | USHYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 2.19 | -1.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.79 | -0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.98 | -0.67 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 1.29 | -0.98 |
Correlation
The correlation between USCAX and USHYX is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
USCAX vs. USHYX - Dividend Comparison
USCAX's dividend yield for the trailing twelve months is around 7.46%, more than USHYX's 7.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USCAX USAA Small Cap Stock Fund | 7.46% | 7.53% | 6.00% | 0.18% | 6.19% | 43.14% | 8.50% | 9.92% | 13.94% | 11.05% | 1.24% | 9.23% |
USHYX USAA High Income Fund | 7.05% | 5.48% | 7.65% | 7.15% | 5.89% | 4.83% | 5.23% | 5.78% | 6.31% | 5.72% | 5.91% | 6.44% |
Drawdowns
USCAX vs. USHYX - Drawdown Comparison
The maximum USCAX drawdown since its inception was -60.17%, which is greater than USHYX's maximum drawdown of -33.59%. Use the drawdown chart below to compare losses from any high point for USCAX and USHYX.
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Drawdown Indicators
| USCAX | USHYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.17% | -33.59% | -26.58% |
Max Drawdown (1Y)Largest decline over 1 year | -14.11% | -2.49% | -11.62% |
Max Drawdown (5Y)Largest decline over 5 years | -47.97% | -15.10% | -32.87% |
Max Drawdown (10Y)Largest decline over 10 years | -47.97% | -24.55% | -23.42% |
Current DrawdownCurrent decline from peak | -22.86% | -1.49% | -21.37% |
Average DrawdownAverage peak-to-trough decline | -18.75% | -2.99% | -15.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.52% | 0.57% | +2.95% |
Volatility
USCAX vs. USHYX - Volatility Comparison
USAA Small Cap Stock Fund (USCAX) has a higher volatility of 6.75% compared to USAA High Income Fund (USHYX) at 1.47%. This indicates that USCAX's price experiences larger fluctuations and is considered to be riskier than USHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USCAX | USHYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.75% | 1.47% | +5.28% |
Volatility (6M)Calculated over the trailing 6-month period | 13.10% | 1.97% | +11.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.59% | 3.08% | +19.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.23% | 4.58% | +28.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.84% | 5.47% | +23.37% |