USCRX vs. URFRX
Compare and contrast key facts about USAA Cornerstone Moderately Aggressive Fund (USCRX) and USAA Target Retirement 2040 Fund (URFRX).
USCRX is managed by Victory. It was launched on Aug 14, 1984. URFRX is managed by Victory. It was launched on Jul 30, 2008.
Performance
USCRX vs. URFRX - Performance Comparison
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USCRX vs. URFRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USCRX USAA Cornerstone Moderately Aggressive Fund | 0.55% | 16.64% | 8.15% | 12.00% | -13.58% | 11.42% | 8.92% | 16.17% | -7.41% | 14.99% |
URFRX USAA Target Retirement 2040 Fund | 0.98% | 17.49% | 10.37% | 16.75% | -14.86% | 15.88% | 9.22% | 19.57% | -8.52% | 18.48% |
Returns By Period
In the year-to-date period, USCRX achieves a 0.55% return, which is significantly lower than URFRX's 0.98% return. Over the past 10 years, USCRX has underperformed URFRX with an annualized return of 6.77%, while URFRX has yielded a comparatively higher 8.75% annualized return.
USCRX
- 1D
- 0.66%
- 1M
- -2.05%
- YTD
- 0.55%
- 6M
- 2.75%
- 1Y
- 15.85%
- 3Y*
- 10.95%
- 5Y*
- 5.69%
- 10Y*
- 6.77%
URFRX
- 1D
- 0.84%
- 1M
- -1.98%
- YTD
- 0.98%
- 6M
- 3.20%
- 1Y
- 17.47%
- 3Y*
- 13.37%
- 5Y*
- 7.33%
- 10Y*
- 8.75%
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USCRX vs. URFRX - Expense Ratio Comparison
USCRX has a 0.88% expense ratio, which is higher than URFRX's 0.02% expense ratio.
Return for Risk
USCRX vs. URFRX — Risk / Return Rank
USCRX
URFRX
USCRX vs. URFRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Cornerstone Moderately Aggressive Fund (USCRX) and USAA Target Retirement 2040 Fund (URFRX). 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.
| USCRX | URFRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 1.49 | +0.01 |
Sortino ratioReturn per unit of downside risk | 2.16 | 2.12 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.31 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.16 | 2.06 | +0.10 |
Martin ratioReturn relative to average drawdown | 9.47 | 9.72 | -0.26 |
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
| USCRX | URFRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 1.49 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.60 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.67 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.49 | +0.18 |
Correlation
The correlation between USCRX and URFRX is 0.97, 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
USCRX vs. URFRX - Dividend Comparison
USCRX's dividend yield for the trailing twelve months is around 10.35%, more than URFRX's 6.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USCRX USAA Cornerstone Moderately Aggressive Fund | 10.35% | 10.40% | 7.18% | 2.11% | 4.34% | 8.03% | 1.92% | 2.04% | 6.52% | 7.73% | 2.07% | 2.87% |
URFRX USAA Target Retirement 2040 Fund | 6.98% | 7.05% | 2.78% | 3.94% | 10.68% | 7.78% | 5.49% | 12.74% | 9.99% | 6.53% | 3.95% | 2.55% |
Drawdowns
USCRX vs. URFRX - Drawdown Comparison
The maximum USCRX drawdown since its inception was -49.07%, which is greater than URFRX's maximum drawdown of -39.33%. Use the drawdown chart below to compare losses from any high point for USCRX and URFRX.
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Drawdown Indicators
| USCRX | URFRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.07% | -39.33% | -9.74% |
Max Drawdown (1Y)Largest decline over 1 year | -6.73% | -6.88% | +0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -24.00% | -22.27% | -1.73% |
Max Drawdown (10Y)Largest decline over 10 years | -24.00% | -28.59% | +4.59% |
Current DrawdownCurrent decline from peak | -4.13% | -4.07% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -5.48% | -5.23% | -0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 1.88% | -0.14% |
Volatility
USCRX vs. URFRX - Volatility Comparison
USAA Cornerstone Moderately Aggressive Fund (USCRX) and USAA Target Retirement 2040 Fund (URFRX) have volatilities of 4.31% and 4.48%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USCRX | URFRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.31% | 4.48% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 6.84% | 7.34% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.80% | 12.10% | -1.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.51% | 12.30% | -0.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.05% | 13.04% | -1.99% |