USGRX vs. SRU-UN.TO
Compare and contrast key facts about USAA Growth & Income Fund (USGRX) and SmartCentres Real Estate Investment Trust (SRU-UN.TO).
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 SRU-UN.TO.
Correlation
The correlation between USGRX and SRU-UN.TO is 0.37, 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.
Performance
USGRX vs. SRU-UN.TO - Performance Comparison
Key characteristics
USGRX:
-0.43
SRU-UN.TO:
1.19
USGRX:
-0.39
SRU-UN.TO:
1.83
USGRX:
0.92
SRU-UN.TO:
1.21
USGRX:
-0.34
SRU-UN.TO:
0.80
USGRX:
-0.85
SRU-UN.TO:
4.02
USGRX:
11.88%
SRU-UN.TO:
4.79%
USGRX:
23.53%
SRU-UN.TO:
16.15%
USGRX:
-62.55%
SRU-UN.TO:
-68.25%
USGRX:
-25.06%
SRU-UN.TO:
-5.65%
Returns By Period
In the year-to-date period, USGRX achieves a -7.10% return, which is significantly lower than SRU-UN.TO's 5.09% return. Over the past 10 years, USGRX has underperformed SRU-UN.TO with an annualized return of 0.88%, while SRU-UN.TO has yielded a comparatively higher 4.78% annualized return.
USGRX
-7.10%
-6.59%
-21.41%
-11.73%
5.65%
0.88%
SRU-UN.TO
5.09%
0.00%
0.78%
19.87%
12.41%
4.78%
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Risk-Adjusted Performance
USGRX vs. SRU-UN.TO — Risk-Adjusted Performance Rank
USGRX
SRU-UN.TO
USGRX vs. SRU-UN.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Growth & Income Fund (USGRX) and SmartCentres Real Estate Investment Trust (SRU-UN.TO). 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. SRU-UN.TO - Dividend Comparison
USGRX's dividend yield for the trailing twelve months is around 1.12%, less than SRU-UN.TO's 7.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USGRX USAA Growth & Income Fund | 1.12% | 1.25% | 0.93% | 1.00% | 0.77% | 0.84% | 1.15% | 0.97% | 0.73% | 0.93% | 0.85% | 1.03% |
SRU-UN.TO SmartCentres Real Estate Investment Trust | 7.13% | 7.36% | 7.28% | 6.91% | 5.75% | 8.02% | 5.81% | 5.72% | 5.54% | 5.15% | 5.34% | 6.15% |
Drawdowns
USGRX vs. SRU-UN.TO - Drawdown Comparison
The maximum USGRX drawdown since its inception was -62.55%, smaller than the maximum SRU-UN.TO drawdown of -68.25%. Use the drawdown chart below to compare losses from any high point for USGRX and SRU-UN.TO. For additional features, visit the drawdowns tool.
Volatility
USGRX vs. SRU-UN.TO - Volatility Comparison
USAA Growth & Income Fund (USGRX) has a higher volatility of 12.70% compared to SmartCentres Real Estate Investment Trust (SRU-UN.TO) at 7.78%. This indicates that USGRX's price experiences larger fluctuations and is considered to be riskier than SRU-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.