USHYX vs. JGH
Compare and contrast key facts about USAA High Income Fund (USHYX) and Nuveen Global High Income Fund (JGH).
USHYX is managed by Victory. It was launched on Aug 2, 1999. JGH is managed by Nuveen. It was launched on Nov 24, 2014.
Performance
USHYX vs. JGH - Performance Comparison
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USHYX vs. JGH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USHYX USAA High Income Fund | -0.60% | 7.22% | 6.85% | 13.05% | -10.95% | 5.61% | 3.74% | 13.13% | -3.52% | 7.17% |
JGH Nuveen Global High Income Fund | 0.85% | 8.62% | 15.98% | 20.89% | -21.01% | 10.84% | 2.77% | 30.04% | -12.02% | 15.25% |
Returns By Period
In the year-to-date period, USHYX achieves a -0.60% return, which is significantly lower than JGH's 0.85% return. Over the past 10 years, USHYX has underperformed JGH with an annualized return of 5.37%, while JGH has yielded a comparatively higher 8.51% annualized return.
USHYX
- 1D
- 0.44%
- 1M
- -1.20%
- YTD
- -0.60%
- 6M
- 0.41%
- 1Y
- 6.55%
- 3Y*
- 7.66%
- 5Y*
- 3.58%
- 10Y*
- 5.37%
JGH
- 1D
- 1.55%
- 1M
- -2.16%
- YTD
- 0.85%
- 6M
- -3.01%
- 1Y
- 6.05%
- 3Y*
- 14.91%
- 5Y*
- 5.74%
- 10Y*
- 8.51%
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USHYX vs. JGH - Expense Ratio Comparison
USHYX has a 0.76% expense ratio, which is lower than JGH's 1.68% expense ratio.
Return for Risk
USHYX vs. JGH — Risk / Return Rank
USHYX
JGH
USHYX vs. JGH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA High Income Fund (USHYX) and Nuveen Global High Income Fund (JGH). 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.
| USHYX | JGH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.19 | 0.44 | +1.75 |
Sortino ratioReturn per unit of downside risk | 3.06 | 0.63 | +2.43 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.11 | +0.41 |
Calmar ratioReturn relative to maximum drawdown | 2.63 | 0.43 | +2.21 |
Martin ratioReturn relative to average drawdown | 11.51 | 1.22 | +10.29 |
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
| USHYX | JGH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 0.44 | +1.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.42 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.98 | 0.54 | +0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.29 | 0.39 | +0.90 |
Correlation
The correlation between USHYX and JGH is 0.44, 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.
Dividends
USHYX vs. JGH - Dividend Comparison
USHYX's dividend yield for the trailing twelve months is around 7.05%, less than JGH's 9.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USHYX USAA High Income Fund | 7.05% | 5.48% | 7.65% | 7.15% | 5.89% | 4.83% | 5.23% | 5.78% | 6.31% | 5.72% | 5.91% | 6.44% |
JGH Nuveen Global High Income Fund | 9.98% | 9.82% | 9.67% | 10.18% | 12.05% | 8.19% | 7.13% | 7.53% | 9.88% | 8.52% | 9.61% | 11.44% |
Drawdowns
USHYX vs. JGH - Drawdown Comparison
The maximum USHYX drawdown since its inception was -33.59%, smaller than the maximum JGH drawdown of -43.79%. Use the drawdown chart below to compare losses from any high point for USHYX and JGH.
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Drawdown Indicators
| USHYX | JGH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.59% | -43.79% | +10.20% |
Max Drawdown (1Y)Largest decline over 1 year | -2.49% | -11.69% | +9.20% |
Max Drawdown (5Y)Largest decline over 5 years | -15.10% | -28.66% | +13.56% |
Max Drawdown (10Y)Largest decline over 10 years | -24.55% | -43.79% | +19.24% |
Current DrawdownCurrent decline from peak | -1.49% | -4.36% | +2.87% |
Average DrawdownAverage peak-to-trough decline | -2.99% | -7.09% | +4.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.57% | 4.09% | -3.52% |
Volatility
USHYX vs. JGH - Volatility Comparison
The current volatility for USAA High Income Fund (USHYX) is 1.47%, while Nuveen Global High Income Fund (JGH) has a volatility of 5.07%. This indicates that USHYX experiences smaller price fluctuations and is considered to be less risky than JGH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USHYX | JGH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.47% | 5.07% | -3.60% |
Volatility (6M)Calculated over the trailing 6-month period | 1.97% | 8.26% | -6.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.08% | 13.86% | -10.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.58% | 13.67% | -9.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.47% | 15.85% | -10.38% |