USCGX vs. GAOAX
Compare and contrast key facts about USAA Capital Growth Fund (USCGX) and JPMorgan Global Allocation Fund A (GAOAX).
USCGX is managed by Victory. It was launched on Oct 26, 2000. GAOAX is managed by JPMorgan. It was launched on May 31, 2011.
Performance
USCGX vs. GAOAX - Performance Comparison
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USCGX vs. GAOAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USCGX USAA Capital Growth Fund | -1.09% | 21.76% | 16.31% | 18.39% | -13.44% | 22.94% | 10.04% | 20.13% | -11.53% | 23.88% |
GAOAX JPMorgan Global Allocation Fund A | -3.89% | 14.68% | 7.91% | 12.69% | -18.74% | 3.60% | 15.29% | 15.95% | -6.07% | 16.82% |
Returns By Period
In the year-to-date period, USCGX achieves a -1.09% return, which is significantly higher than GAOAX's -3.89% return. Over the past 10 years, USCGX has outperformed GAOAX with an annualized return of 10.84%, while GAOAX has yielded a comparatively lower 5.74% annualized return.
USCGX
- 1D
- 2.94%
- 1M
- -5.74%
- YTD
- -1.09%
- 6M
- 2.48%
- 1Y
- 21.01%
- 3Y*
- 16.55%
- 5Y*
- 10.50%
- 10Y*
- 10.84%
GAOAX
- 1D
- 1.47%
- 1M
- -6.40%
- YTD
- -3.89%
- 6M
- -2.79%
- 1Y
- 9.60%
- 3Y*
- 8.41%
- 5Y*
- 1.86%
- 10Y*
- 5.74%
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USCGX vs. GAOAX - Expense Ratio Comparison
USCGX has a 1.09% expense ratio, which is higher than GAOAX's 1.04% expense ratio.
Return for Risk
USCGX vs. GAOAX — Risk / Return Rank
USCGX
GAOAX
USCGX vs. GAOAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Capital Growth Fund (USCGX) and JPMorgan Global Allocation Fund A (GAOAX). 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 | GAOAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 0.86 | +0.46 |
Sortino ratioReturn per unit of downside risk | 1.92 | 1.24 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.17 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 1.10 | +0.80 |
Martin ratioReturn relative to average drawdown | 8.50 | 4.47 | +4.03 |
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
| USCGX | GAOAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 0.86 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.17 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.53 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.54 | -0.28 |
Correlation
The correlation between USCGX and GAOAX is 0.93, 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. GAOAX - Dividend Comparison
USCGX's dividend yield for the trailing twelve months is around 11.01%, more than GAOAX's 10.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USCGX USAA Capital Growth Fund | 11.01% | 10.89% | 12.63% | 1.08% | 7.69% | 12.56% | 3.08% | 9.18% | 9.40% | 3.22% | 1.46% | 1.13% |
GAOAX JPMorgan Global Allocation Fund A | 10.04% | 10.15% | 2.34% | 0.00% | 4.62% | 4.61% | 1.54% | 2.43% | 2.52% | 2.95% | 2.59% | 0.96% |
Drawdowns
USCGX vs. GAOAX - Drawdown Comparison
The maximum USCGX drawdown since its inception was -63.08%, which is greater than GAOAX's maximum drawdown of -29.02%. Use the drawdown chart below to compare losses from any high point for USCGX and GAOAX.
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Drawdown Indicators
| USCGX | GAOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.08% | -29.02% | -34.06% |
Max Drawdown (1Y)Largest decline over 1 year | -11.38% | -8.95% | -2.43% |
Max Drawdown (5Y)Largest decline over 5 years | -29.47% | -29.02% | -0.45% |
Max Drawdown (10Y)Largest decline over 10 years | -35.32% | -29.02% | -6.30% |
Current DrawdownCurrent decline from peak | -7.15% | -7.61% | +0.46% |
Average DrawdownAverage peak-to-trough decline | -18.60% | -6.01% | -12.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.20% | +0.34% |
Volatility
USCGX vs. GAOAX - Volatility Comparison
USAA Capital Growth Fund (USCGX) has a higher volatility of 5.98% compared to JPMorgan Global Allocation Fund A (GAOAX) at 4.98%. This indicates that USCGX's price experiences larger fluctuations and is considered to be riskier than GAOAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USCGX | GAOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 4.98% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.68% | 7.55% | +2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.34% | 11.53% | +4.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.85% | 11.03% | +6.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.99% | 10.81% | +7.18% |