USCGX vs. MFWIX
Compare and contrast key facts about USAA Capital Growth Fund (USCGX) and MFS Global Total Return Fund Class I (MFWIX).
USCGX is managed by Victory. It was launched on Oct 26, 2000. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
USCGX vs. MFWIX - Performance Comparison
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USCGX vs. MFWIX - 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% |
MFWIX MFS Global Total Return Fund Class I | -0.47% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 18.49% | -6.96% | 15.00% |
Returns By Period
In the year-to-date period, USCGX achieves a -3.92% return, which is significantly lower than MFWIX's -0.47% return. Over the past 10 years, USCGX has outperformed MFWIX with an annualized return of 10.52%, while MFWIX has yielded a comparatively lower 6.19% 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%
MFWIX
- 1D
- 0.24%
- 1M
- -6.50%
- YTD
- -0.47%
- 6M
- 2.00%
- 1Y
- 11.28%
- 3Y*
- 8.88%
- 5Y*
- 4.75%
- 10Y*
- 6.19%
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USCGX vs. MFWIX - Expense Ratio Comparison
USCGX has a 1.09% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
USCGX vs. MFWIX — Risk / Return Rank
USCGX
MFWIX
USCGX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Capital Growth Fund (USCGX) and MFS Global Total Return Fund Class I (MFWIX). 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 | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.29 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.65 | 1.77 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.25 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.59 | -0.14 |
Martin ratioReturn relative to average drawdown | 6.57 | 6.26 | +0.31 |
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 | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.29 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.52 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.65 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.71 | -0.45 |
Correlation
The correlation between USCGX and MFWIX is 0.80, 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. MFWIX - Dividend Comparison
USCGX's dividend yield for the trailing twelve months is around 11.33%, more than MFWIX's 8.81% 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% |
MFWIX MFS Global Total Return Fund Class I | 8.81% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
USCGX vs. MFWIX - Drawdown Comparison
The maximum USCGX drawdown since its inception was -63.08%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for USCGX and MFWIX.
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Drawdown Indicators
| USCGX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.08% | -33.01% | -30.07% |
Max Drawdown (1Y)Largest decline over 1 year | -11.38% | -6.85% | -4.53% |
Max Drawdown (5Y)Largest decline over 5 years | -29.47% | -20.22% | -9.25% |
Max Drawdown (10Y)Largest decline over 10 years | -35.32% | -23.36% | -11.96% |
Current DrawdownCurrent decline from peak | -9.80% | -6.50% | -3.30% |
Average DrawdownAverage peak-to-trough decline | -18.60% | -3.83% | -14.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 1.74% | +0.76% |
Volatility
USCGX vs. MFWIX - Volatility Comparison
USAA Capital Growth Fund (USCGX) has a higher volatility of 4.96% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that USCGX's price experiences larger fluctuations and is considered to be riskier than MFWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USCGX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.96% | 3.04% | +1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 9.24% | 5.25% | +3.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.12% | 8.85% | +7.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.81% | 9.09% | +8.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.97% | 9.60% | +8.37% |