USGRX vs. IIPR
Compare and contrast key facts about USAA Growth & Income Fund (USGRX) and Innovative Industrial Properties, Inc. (IIPR).
USGRX is managed by Victory Capital. It was launched on Jun 1, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USGRX or IIPR.
Correlation
The correlation between USGRX and IIPR is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
USGRX vs. IIPR - Performance Comparison
Key characteristics
USGRX:
0.06
IIPR:
-0.37
USGRX:
0.18
IIPR:
-0.24
USGRX:
1.04
IIPR:
0.96
USGRX:
0.05
IIPR:
-0.20
USGRX:
0.15
IIPR:
-0.70
USGRX:
7.52%
IIPR:
20.59%
USGRX:
19.66%
IIPR:
38.52%
USGRX:
-62.55%
IIPR:
-75.43%
USGRX:
-15.94%
IIPR:
-67.82%
Returns By Period
In the year-to-date period, USGRX achieves a 4.21% return, which is significantly lower than IIPR's 9.35% return.
USGRX
4.21%
0.62%
-9.05%
1.64%
4.35%
2.14%
IIPR
9.35%
4.32%
-37.09%
-12.85%
-1.49%
N/A
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Risk-Adjusted Performance
USGRX vs. IIPR — Risk-Adjusted Performance Rank
USGRX
IIPR
USGRX vs. IIPR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Growth & Income Fund (USGRX) and Innovative Industrial Properties, Inc. (IIPR). 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
USGRX vs. IIPR - Dividend Comparison
USGRX's dividend yield for the trailing twelve months is around 1.20%, less than IIPR's 10.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USGRX USAA Growth & Income Fund | 1.20% | 1.25% | 0.93% | 1.00% | 0.77% | 0.84% | 1.15% | 0.97% | 0.73% | 0.93% | 0.85% | 1.03% |
IIPR Innovative Industrial Properties, Inc. | 10.32% | 11.28% | 7.16% | 7.01% | 2.18% | 2.44% | 3.73% | 2.64% | 1.70% | 0.00% | 0.00% | 0.00% |
Drawdowns
USGRX vs. IIPR - Drawdown Comparison
The maximum USGRX drawdown since its inception was -62.55%, smaller than the maximum IIPR drawdown of -75.43%. Use the drawdown chart below to compare losses from any high point for USGRX and IIPR. For additional features, visit the drawdowns tool.
Volatility
USGRX vs. IIPR - Volatility Comparison
The current volatility for USAA Growth & Income Fund (USGRX) is 2.24%, while Innovative Industrial Properties, Inc. (IIPR) has a volatility of 12.58%. This indicates that USGRX experiences smaller price fluctuations and is considered to be less risky than IIPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.