USCRX vs. USAIX
Compare and contrast key facts about USAA Cornerstone Moderately Aggressive Fund (USCRX) and USAA Income Fund (USAIX).
USCRX is managed by Victory. It was launched on Aug 14, 1984. USAIX is managed by Victory. It was launched on Mar 4, 1974.
Performance
USCRX vs. USAIX - Performance Comparison
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USCRX vs. USAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USCRX USAA Cornerstone Moderately Aggressive Fund | -0.11% | 16.64% | 8.15% | 12.00% | -13.58% | 11.42% | 8.92% | 16.17% | -7.41% | 14.99% |
USAIX USAA Income Fund | -0.17% | 6.36% | 3.32% | 7.13% | -13.38% | 0.39% | 8.18% | 11.07% | -1.37% | 5.66% |
Returns By Period
In the year-to-date period, USCRX achieves a -0.11% return, which is significantly higher than USAIX's -0.17% return. Over the past 10 years, USCRX has outperformed USAIX with an annualized return of 6.70%, while USAIX has yielded a comparatively lower 2.77% annualized return.
USCRX
- 1D
- 2.12%
- 1M
- -3.95%
- YTD
- -0.11%
- 6M
- 2.18%
- 1Y
- 15.40%
- 3Y*
- 10.71%
- 5Y*
- 5.55%
- 10Y*
- 6.70%
USAIX
- 1D
- 0.17%
- 1M
- -1.47%
- YTD
- -0.17%
- 6M
- 0.57%
- 1Y
- 3.96%
- 3Y*
- 4.51%
- 5Y*
- 0.82%
- 10Y*
- 2.77%
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USCRX vs. USAIX - Expense Ratio Comparison
USCRX has a 0.88% expense ratio, which is higher than USAIX's 0.44% expense ratio.
Return for Risk
USCRX vs. USAIX — Risk / Return Rank
USCRX
USAIX
USCRX vs. USAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Cornerstone Moderately Aggressive Fund (USCRX) and USAA Income Fund (USAIX). 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 | USAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 1.01 | +0.46 |
Sortino ratioReturn per unit of downside risk | 2.11 | 1.36 | +0.76 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.19 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.08 | 1.66 | +0.42 |
Martin ratioReturn relative to average drawdown | 9.19 | 5.03 | +4.16 |
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 | USAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 1.01 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.15 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.60 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.83 | -0.15 |
Correlation
The correlation between USCRX and USAIX is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
USCRX vs. USAIX - Dividend Comparison
USCRX's dividend yield for the trailing twelve months is around 10.42%, more than USAIX's 4.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USCRX USAA Cornerstone Moderately Aggressive Fund | 10.42% | 10.40% | 7.18% | 2.11% | 4.34% | 8.03% | 1.92% | 2.04% | 6.52% | 7.73% | 2.07% | 2.87% |
USAIX USAA Income Fund | 4.06% | 3.36% | 4.00% | 3.70% | 3.49% | 4.84% | 4.53% | 3.66% | 3.50% | 3.51% | 3.53% | 3.65% |
Drawdowns
USCRX vs. USAIX - Drawdown Comparison
The maximum USCRX drawdown since its inception was -49.07%, which is greater than USAIX's maximum drawdown of -18.67%. Use the drawdown chart below to compare losses from any high point for USCRX and USAIX.
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Drawdown Indicators
| USCRX | USAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.07% | -18.67% | -30.40% |
Max Drawdown (1Y)Largest decline over 1 year | -7.63% | -2.66% | -4.97% |
Max Drawdown (5Y)Largest decline over 5 years | -24.00% | -18.67% | -5.33% |
Max Drawdown (10Y)Largest decline over 10 years | -24.00% | -18.67% | -5.33% |
Current DrawdownCurrent decline from peak | -4.75% | -1.81% | -2.94% |
Average DrawdownAverage peak-to-trough decline | -5.48% | -2.98% | -2.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 0.88% | +0.84% |
Volatility
USCRX vs. USAIX - Volatility Comparison
USAA Cornerstone Moderately Aggressive Fund (USCRX) has a higher volatility of 4.39% compared to USAA Income Fund (USAIX) at 1.56%. This indicates that USCRX's price experiences larger fluctuations and is considered to be riskier than USAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USCRX | USAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 1.56% | +2.83% |
Volatility (6M)Calculated over the trailing 6-month period | 6.81% | 2.39% | +4.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.79% | 4.20% | +6.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.51% | 5.53% | +5.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.05% | 4.64% | +6.41% |