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USCRX vs. USSCX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

USCRX vs. USSCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in USAA Cornerstone Moderately Aggressive Fund (USCRX) and USAA Science & Technology Fund (USSCX). The values are adjusted to include any dividend payments, if applicable.

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USCRX vs. USSCX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
USSCX
USAA Science & Technology Fund
-10.36%17.93%30.58%34.01%-41.76%-3.45%60.62%37.84%-4.34%36.06%

Returns By Period

In the year-to-date period, USCRX achieves a -0.11% return, which is significantly higher than USSCX's -10.36% return. Over the past 10 years, USCRX has underperformed USSCX with an annualized return of 6.70%, while USSCX has yielded a comparatively higher 12.25% 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%

USSCX

1D
5.04%
1M
-5.71%
YTD
-10.36%
6M
-9.24%
1Y
22.26%
3Y*
18.11%
5Y*
0.51%
10Y*
12.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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USCRX vs. USSCX - Expense Ratio Comparison

USCRX has a 0.88% expense ratio, which is lower than USSCX's 0.95% expense ratio.


Return for Risk

USCRX vs. USSCX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USCRX
USCRX Risk / Return Rank: 8080
Overall Rank
USCRX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
USCRX Sortino Ratio Rank: 8080
Sortino Ratio Rank
USCRX Omega Ratio Rank: 7777
Omega Ratio Rank
USCRX Calmar Ratio Rank: 8282
Calmar Ratio Rank
USCRX Martin Ratio Rank: 8585
Martin Ratio Rank

USSCX
USSCX Risk / Return Rank: 3939
Overall Rank
USSCX Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
USSCX Sortino Ratio Rank: 4343
Sortino Ratio Rank
USSCX Omega Ratio Rank: 3939
Omega Ratio Rank
USSCX Calmar Ratio Rank: 4242
Calmar Ratio Rank
USSCX Martin Ratio Rank: 3636
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

USCRX vs. USSCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for USAA Cornerstone Moderately Aggressive Fund (USCRX) and USAA Science & Technology Fund (USSCX). 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.


USCRXUSSCXDifference

Sharpe ratio

Return per unit of total volatility

1.47

0.85

+0.61

Sortino ratio

Return per unit of downside risk

2.11

1.36

+0.75

Omega ratio

Gain probability vs. loss probability

1.31

1.19

+0.12

Calmar ratio

Return relative to maximum drawdown

2.08

1.17

+0.91

Martin ratio

Return relative to average drawdown

9.19

4.05

+5.14

USCRX vs. USSCX - Sharpe Ratio Comparison

The current USCRX Sharpe Ratio is 1.47, which is higher than the USSCX Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of USCRX and USSCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


USCRXUSSCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.47

0.85

+0.61

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

0.02

+0.47

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.61

0.47

+0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.68

0.30

+0.38

Correlation

The correlation between USCRX and USSCX is 0.79, 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. USSCX - Dividend Comparison

USCRX's dividend yield for the trailing twelve months is around 10.42%, which matches USSCX's 10.51% yield.


TTM20252024202320222021202020192018201720162015
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%
USSCX
USAA Science & Technology Fund
10.51%9.42%0.00%0.00%0.00%15.49%5.36%27.99%16.68%8.31%4.15%6.54%

Drawdowns

USCRX vs. USSCX - Drawdown Comparison

The maximum USCRX drawdown since its inception was -49.07%, smaller than the maximum USSCX drawdown of -79.48%. Use the drawdown chart below to compare losses from any high point for USCRX and USSCX.


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Drawdown Indicators


USCRXUSSCXDifference

Max Drawdown

Largest peak-to-trough decline

-49.07%

-79.48%

+30.41%

Max Drawdown (1Y)

Largest decline over 1 year

-7.63%

-18.19%

+10.56%

Max Drawdown (5Y)

Largest decline over 5 years

-24.00%

-52.07%

+28.07%

Max Drawdown (10Y)

Largest decline over 10 years

-24.00%

-52.70%

+28.70%

Current Drawdown

Current decline from peak

-4.75%

-14.07%

+9.32%

Average Drawdown

Average peak-to-trough decline

-5.48%

-31.22%

+25.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.72%

5.26%

-3.54%

Volatility

USCRX vs. USSCX - Volatility Comparison

The current volatility for USAA Cornerstone Moderately Aggressive Fund (USCRX) is 4.39%, while USAA Science & Technology Fund (USSCX) has a volatility of 9.05%. This indicates that USCRX experiences smaller price fluctuations and is considered to be less risky than USSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USCRXUSSCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.39%

9.05%

-4.66%

Volatility (6M)

Calculated over the trailing 6-month period

6.81%

16.43%

-9.62%

Volatility (1Y)

Calculated over the trailing 1-year period

10.79%

27.05%

-16.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.51%

28.76%

-17.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.05%

26.43%

-15.38%