USCCX vs. HDIV.L
Compare and contrast key facts about USAA Cornerstone Conservative Fund (USCCX) and Henderson Diversified Income Ltd (HDIV.L).
USCCX is managed by Victory Capital. It was launched on Jun 7, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USCCX or HDIV.L.
Key characteristics
| USCCX | HDIV.L | |
|---|---|---|
| YTD Return | 7.62% | -75.13% |
| 1Y Return | 13.10% | -72.18% |
| 3Y Return (Ann) | 1.31% | -39.61% |
| 5Y Return (Ann) | 3.78% | -24.87% |
| 10Y Return (Ann) | 3.76% | -10.87% |
| Sharpe Ratio | 2.56 | -0.92 |
| Daily Std Dev | 4.99% | 77.49% |
| Max Drawdown | -16.22% | -80.18% |
| Current Drawdown | 0.00% | -77.75% |
Correlation
The correlation between USCCX and HDIV.L is 0.25, 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.
Performance
USCCX vs. HDIV.L - Performance Comparison
In the year-to-date period, USCCX achieves a 7.62% return, which is significantly higher than HDIV.L's -75.13% return. Over the past 10 years, USCCX has outperformed HDIV.L with an annualized return of 3.76%, while HDIV.L has yielded a comparatively lower -10.87% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
USCCX vs. HDIV.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Cornerstone Conservative Fund (USCCX) and Henderson Diversified Income Ltd (HDIV.L). 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.
Dividends
USCCX vs. HDIV.L - Dividend Comparison
USCCX's dividend yield for the trailing twelve months is around 3.72%, less than HDIV.L's 9.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USCCX USAA Cornerstone Conservative Fund | 3.72% | 3.76% | 4.16% | 2.66% | 4.06% | 2.67% | 3.04% | 2.88% | 3.18% | 3.79% | 3.25% | 3.22% |
HDIV.L Henderson Diversified Income Ltd | 9.55% | 6.29% | 6.27% | 5.29% | 4.78% | 4.68% | 5.49% | 5.04% | 5.68% | 5.70% | 5.59% | 5.67% |
Drawdowns
USCCX vs. HDIV.L - Drawdown Comparison
The maximum USCCX drawdown since its inception was -16.22%, smaller than the maximum HDIV.L drawdown of -80.18%. Use the drawdown chart below to compare losses from any high point for USCCX and HDIV.L. For additional features, visit the drawdowns tool.
Volatility
USCCX vs. HDIV.L - Volatility Comparison
The current volatility for USAA Cornerstone Conservative Fund (USCCX) is 1.13%, while Henderson Diversified Income Ltd (HDIV.L) has a volatility of 4.42%. This indicates that USCCX experiences smaller price fluctuations and is considered to be less risky than HDIV.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.