USCGX vs. CSUAX
Compare and contrast key facts about USAA Capital Growth Fund (USCGX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
USCGX is managed by Victory. It was launched on Oct 26, 2000. CSUAX is a passively managed fund by Cohen & Steers that tracks the performance of the FTSE Global Core Infrastructure 50/50 Index. It was launched on Aug 28, 2017.
Performance
USCGX vs. CSUAX - Performance Comparison
Loading graphics...
USCGX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USCGX USAA Capital Growth Fund | -3.92% | 21.76% | 16.31% | 18.39% | -13.44% | 22.94% | 10.04% | 20.13% | -11.53% | 23.88% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 8.35% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Returns By Period
In the year-to-date period, USCGX achieves a -3.92% return, which is significantly lower than CSUAX's 8.35% return. Over the past 10 years, USCGX has outperformed CSUAX with an annualized return of 10.52%, while CSUAX has yielded a comparatively lower 7.48% annualized return.
USCGX
- 1D
- -0.38%
- 1M
- -9.00%
- YTD
- -3.92%
- 6M
- -0.11%
- 1Y
- 18.03%
- 3Y*
- 15.43%
- 5Y*
- 10.09%
- 10Y*
- 10.52%
CSUAX
- 1D
- 0.34%
- 1M
- -4.38%
- YTD
- 8.35%
- 6M
- 8.97%
- 1Y
- 17.98%
- 3Y*
- 10.78%
- 5Y*
- 7.79%
- 10Y*
- 7.48%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
USCGX vs. CSUAX - Expense Ratio Comparison
USCGX has a 1.09% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Return for Risk
USCGX vs. CSUAX — Risk / Return Rank
USCGX
CSUAX
USCGX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Capital Growth Fund (USCGX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). 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.
| USCGX | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.63 | -0.50 |
Sortino ratioReturn per unit of downside risk | 1.65 | 2.17 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.32 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 2.36 | -0.92 |
Martin ratioReturn relative to average drawdown | 6.57 | 10.32 | -3.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| USCGX | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.63 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.61 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.50 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.55 | -0.30 |
Correlation
The correlation between USCGX and CSUAX is 0.72, 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
USCGX vs. CSUAX - Dividend Comparison
USCGX's dividend yield for the trailing twelve months is around 11.33%, more than CSUAX's 7.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USCGX USAA Capital Growth Fund | 11.33% | 10.89% | 12.63% | 1.08% | 7.69% | 12.56% | 3.08% | 9.18% | 9.40% | 3.22% | 1.46% | 1.13% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.46% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
Drawdowns
USCGX vs. CSUAX - Drawdown Comparison
The maximum USCGX drawdown since its inception was -63.08%, which is greater than CSUAX's maximum drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for USCGX and CSUAX.
Loading graphics...
Drawdown Indicators
| USCGX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.08% | -52.20% | -10.88% |
Max Drawdown (1Y)Largest decline over 1 year | -11.38% | -7.98% | -3.40% |
Max Drawdown (5Y)Largest decline over 5 years | -29.47% | -20.45% | -9.02% |
Max Drawdown (10Y)Largest decline over 10 years | -35.32% | -35.05% | -0.27% |
Current DrawdownCurrent decline from peak | -9.80% | -4.38% | -5.42% |
Average DrawdownAverage peak-to-trough decline | -18.60% | -8.49% | -10.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 1.83% | +0.67% |
Volatility
USCGX vs. CSUAX - Volatility Comparison
USAA Capital Growth Fund (USCGX) has a higher volatility of 4.96% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.26%. This indicates that USCGX's price experiences larger fluctuations and is considered to be riskier than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| USCGX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.96% | 3.26% | +1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 9.24% | 6.89% | +2.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.12% | 11.48% | +4.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.81% | 12.89% | +4.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.97% | 14.89% | +3.08% |