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USEMX vs. USCRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

USEMX vs. USCRX - Performance Comparison

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

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USEMX vs. USCRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
USEMX
USAA Emerging Markets Fund
4.33%36.50%5.13%16.07%-20.24%-1.22%16.74%22.91%-20.05%33.55%
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%

Returns By Period

In the year-to-date period, USEMX achieves a 4.33% return, which is significantly higher than USCRX's -0.11% return. Over the past 10 years, USEMX has outperformed USCRX with an annualized return of 8.46%, while USCRX has yielded a comparatively lower 6.70% annualized return.


USEMX

1D
2.66%
1M
-8.78%
YTD
4.33%
6M
10.44%
1Y
36.50%
3Y*
17.81%
5Y*
5.32%
10Y*
8.46%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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USEMX vs. USCRX - Expense Ratio Comparison

USEMX has a 1.47% expense ratio, which is higher than USCRX's 0.88% expense ratio.


Return for Risk

USEMX vs. USCRX — Risk / Return Rank

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

USEMX
USEMX Risk / Return Rank: 9090
Overall Rank
USEMX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
USEMX Sortino Ratio Rank: 8989
Sortino Ratio Rank
USEMX Omega Ratio Rank: 8888
Omega Ratio Rank
USEMX Calmar Ratio Rank: 9191
Calmar Ratio Rank
USEMX Martin Ratio Rank: 9191
Martin Ratio Rank

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
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.

USEMX vs. USCRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for USAA Emerging Markets Fund (USEMX) and USAA Cornerstone Moderately Aggressive Fund (USCRX). 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.


USEMXUSCRXDifference

Sharpe ratio

Return per unit of total volatility

2.05

1.47

+0.58

Sortino ratio

Return per unit of downside risk

2.63

2.11

+0.52

Omega ratio

Gain probability vs. loss probability

1.40

1.31

+0.09

Calmar ratio

Return relative to maximum drawdown

2.84

2.08

+0.77

Martin ratio

Return relative to average drawdown

11.29

9.19

+2.10

USEMX vs. USCRX - Sharpe Ratio Comparison

The current USEMX Sharpe Ratio is 2.05, which is higher than the USCRX Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of USEMX and USCRX, 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


USEMXUSCRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.05

1.47

+0.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.33

0.48

-0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.61

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.27

0.68

-0.41

Correlation

The correlation between USEMX and USCRX is 0.73, 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

USEMX vs. USCRX - Dividend Comparison

USEMX's dividend yield for the trailing twelve months is around 8.37%, less than USCRX's 10.42% yield.


TTM20252024202320222021202020192018201720162015
USEMX
USAA Emerging Markets Fund
8.37%8.73%3.20%1.83%1.73%0.70%1.04%0.32%1.29%0.33%0.91%0.82%
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%

Drawdowns

USEMX vs. USCRX - Drawdown Comparison

The maximum USEMX drawdown since its inception was -64.84%, which is greater than USCRX's maximum drawdown of -49.07%. Use the drawdown chart below to compare losses from any high point for USEMX and USCRX.


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Drawdown Indicators


USEMXUSCRXDifference

Max Drawdown

Largest peak-to-trough decline

-64.84%

-49.07%

-15.77%

Max Drawdown (1Y)

Largest decline over 1 year

-12.93%

-7.63%

-5.30%

Max Drawdown (5Y)

Largest decline over 5 years

-35.49%

-24.00%

-11.49%

Max Drawdown (10Y)

Largest decline over 10 years

-40.29%

-24.00%

-16.29%

Current Drawdown

Current decline from peak

-10.62%

-4.75%

-5.87%

Average Drawdown

Average peak-to-trough decline

-19.39%

-5.48%

-13.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.26%

1.72%

+1.54%

Volatility

USEMX vs. USCRX - Volatility Comparison

USAA Emerging Markets Fund (USEMX) has a higher volatility of 9.03% compared to USAA Cornerstone Moderately Aggressive Fund (USCRX) at 4.39%. This indicates that USEMX's price experiences larger fluctuations and is considered to be riskier than USCRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USEMXUSCRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.03%

4.39%

+4.64%

Volatility (6M)

Calculated over the trailing 6-month period

13.82%

6.81%

+7.01%

Volatility (1Y)

Calculated over the trailing 1-year period

18.31%

10.79%

+7.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.42%

11.51%

+4.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.55%

11.05%

+6.50%