USCGX vs. USNQX
Compare and contrast key facts about USAA Capital Growth Fund (USCGX) and USAA Nasdaq 100 Index Fund (USNQX).
USCGX is managed by Victory Capital. It was launched on Oct 26, 2000. USNQX is managed by Victory Capital. It was launched on Oct 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USCGX or USNQX.
Correlation
The correlation between USCGX and USNQX is 0.89, 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.
Performance
USCGX vs. USNQX - Performance Comparison
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Key characteristics
USCGX:
-0.04
USNQX:
0.56
USCGX:
0.11
USNQX:
0.93
USCGX:
1.02
USNQX:
1.13
USCGX:
-0.01
USNQX:
0.60
USCGX:
-0.03
USNQX:
1.97
USCGX:
8.60%
USNQX:
7.03%
USCGX:
19.41%
USNQX:
25.58%
USCGX:
-60.52%
USNQX:
-74.36%
USCGX:
-8.68%
USNQX:
-3.17%
Returns By Period
In the year-to-date period, USCGX achieves a 5.49% return, which is significantly higher than USNQX's 2.21% return. Over the past 10 years, USCGX has underperformed USNQX with an annualized return of 3.85%, while USNQX has yielded a comparatively higher 15.49% annualized return.
USCGX
5.49%
10.23%
-6.27%
-0.77%
7.79%
8.28%
3.85%
USNQX
2.21%
17.51%
2.12%
13.34%
19.47%
15.20%
15.49%
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USCGX vs. USNQX - Expense Ratio Comparison
USCGX has a 1.09% expense ratio, which is higher than USNQX's 0.42% expense ratio.
Risk-Adjusted Performance
USCGX vs. USNQX — Risk-Adjusted Performance Rank
USCGX
USNQX
USCGX vs. USNQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Capital Growth Fund (USCGX) and USAA Nasdaq 100 Index Fund (USNQX). 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.
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Dividends
USCGX vs. USNQX - Dividend Comparison
USCGX's dividend yield for the trailing twelve months is around 1.94%, more than USNQX's 0.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USCGX USAA Capital Growth Fund | 1.94% | 2.05% | 1.08% | 0.99% | 1.32% | 1.09% | 1.53% | 1.66% | 0.94% | 1.46% | 1.13% | 1.54% |
USNQX USAA Nasdaq 100 Index Fund | 0.39% | 0.40% | 0.58% | 0.28% | 0.24% | 0.37% | 0.55% | 0.65% | 0.46% | 0.50% | 0.62% | 0.21% |
Drawdowns
USCGX vs. USNQX - Drawdown Comparison
The maximum USCGX drawdown since its inception was -60.52%, smaller than the maximum USNQX drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for USCGX and USNQX. For additional features, visit the drawdowns tool.
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Volatility
USCGX vs. USNQX - Volatility Comparison
The current volatility for USAA Capital Growth Fund (USCGX) is 3.27%, while USAA Nasdaq 100 Index Fund (USNQX) has a volatility of 6.45%. This indicates that USCGX experiences smaller price fluctuations and is considered to be less risky than USNQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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