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 Capital. It was launched on Aug 14, 1984. URFRX is managed by Victory Capital. It was launched on Jul 30, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USCRX or URFRX.
Key characteristics
| USCRX | URFRX | |
|---|---|---|
| YTD Return | 9.78% | 11.68% |
| 1Y Return | 16.14% | 19.49% |
| 3Y Return (Ann) | 2.93% | 4.72% |
| 5Y Return (Ann) | 6.12% | 8.14% |
| 10Y Return (Ann) | 4.68% | 6.66% |
| Sharpe Ratio | 1.88 | 1.90 |
| Daily Std Dev | 8.51% | 10.22% |
| Max Drawdown | -49.11% | -38.72% |
| Current Drawdown | -0.35% | -0.22% |
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.
Performance
USCRX vs. URFRX - Performance Comparison
In the year-to-date period, USCRX achieves a 9.78% return, which is significantly lower than URFRX's 11.68% return. Over the past 10 years, USCRX has underperformed URFRX with an annualized return of 4.68%, while URFRX has yielded a comparatively higher 6.66% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
USCRX vs. URFRX - Risk-Adjusted Performance 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.
Dividends
USCRX vs. URFRX - Dividend Comparison
USCRX's dividend yield for the trailing twelve months is around 1.92%, less than URFRX's 3.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USCRX USAA Cornerstone Moderately Aggressive Fund | 1.92% | 2.11% | 4.34% | 8.03% | 1.92% | 2.04% | 6.52% | 7.70% | 2.06% | 2.86% | 2.49% | 2.38% |
URFRX USAA Target Retirement 2040 Fund | 3.53% | 3.94% | 10.68% | 7.78% | 5.49% | 12.74% | 9.99% | 6.53% | 3.95% | 2.55% | 3.99% | 4.65% |
Drawdowns
USCRX vs. URFRX - Drawdown Comparison
The maximum USCRX drawdown since its inception was -49.11%, which is greater than URFRX's maximum drawdown of -38.72%. Use the drawdown chart below to compare losses from any high point for USCRX and URFRX. For additional features, visit the drawdowns tool.
Volatility
USCRX vs. URFRX - Volatility Comparison
The current volatility for USAA Cornerstone Moderately Aggressive Fund (USCRX) is 2.40%, while USAA Target Retirement 2040 Fund (URFRX) has a volatility of 2.65%. This indicates that USCRX experiences smaller price fluctuations and is considered to be less risky than URFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.