USHYX vs. URSIX
Compare and contrast key facts about USAA High Income Fund (USHYX) and USAA Target Retirement 2060 Fund (URSIX).
USHYX is managed by Victory. It was launched on Aug 2, 1999. URSIX is managed by Victory. It was launched on Jul 11, 2013.
Performance
USHYX vs. URSIX - Performance Comparison
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USHYX vs. URSIX - 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% |
URSIX USAA Target Retirement 2060 Fund | 0.00% | 19.62% | 13.05% | 18.22% | -15.78% | 17.70% | 10.17% | 20.09% | -9.17% | 19.52% |
Returns By Period
Over the past 10 years, USHYX has underperformed URSIX with an annualized return of 5.37%, while URSIX has yielded a comparatively higher 9.45% 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%
URSIX
- 1D
- 2.68%
- 1M
- -5.13%
- YTD
- 0.00%
- 6M
- 2.50%
- 1Y
- 19.70%
- 3Y*
- 14.90%
- 5Y*
- 8.24%
- 10Y*
- 9.45%
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USHYX vs. URSIX - Expense Ratio Comparison
USHYX has a 0.76% expense ratio, which is higher than URSIX's 0.10% expense ratio.
Return for Risk
USHYX vs. URSIX — Risk / Return Rank
USHYX
URSIX
USHYX vs. URSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA High Income Fund (USHYX) and USAA Target Retirement 2060 Fund (URSIX). 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 | URSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.19 | 1.35 | +0.84 |
Sortino ratioReturn per unit of downside risk | 3.06 | 1.94 | +1.12 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.29 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.63 | 1.88 | +0.76 |
Martin ratioReturn relative to average drawdown | 11.51 | 8.89 | +2.62 |
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 | URSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 1.35 | +0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.59 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.98 | 0.66 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.29 | 0.59 | +0.70 |
Correlation
The correlation between USHYX and URSIX is 0.56, 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. URSIX - Dividend Comparison
USHYX's dividend yield for the trailing twelve months is around 7.05%, more than URSIX's 5.60% 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% |
URSIX USAA Target Retirement 2060 Fund | 5.60% | 5.60% | 2.55% | 2.89% | 10.97% | 7.07% | 4.79% | 5.88% | 4.77% | 3.82% | 3.01% | 1.73% |
Drawdowns
USHYX vs. URSIX - Drawdown Comparison
The maximum USHYX drawdown since its inception was -33.59%, which is greater than URSIX's maximum drawdown of -30.33%. Use the drawdown chart below to compare losses from any high point for USHYX and URSIX.
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Drawdown Indicators
| USHYX | URSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.59% | -30.33% | -3.26% |
Max Drawdown (1Y)Largest decline over 1 year | -2.49% | -10.67% | +8.18% |
Max Drawdown (5Y)Largest decline over 5 years | -15.10% | -23.85% | +8.75% |
Max Drawdown (10Y)Largest decline over 10 years | -24.55% | -30.33% | +5.78% |
Current DrawdownCurrent decline from peak | -1.49% | -5.86% | +4.37% |
Average DrawdownAverage peak-to-trough decline | -2.99% | -4.49% | +1.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.57% | 2.26% | -1.69% |
Volatility
USHYX vs. URSIX - Volatility Comparison
The current volatility for USAA High Income Fund (USHYX) is 1.47%, while USAA Target Retirement 2060 Fund (URSIX) has a volatility of 5.56%. This indicates that USHYX experiences smaller price fluctuations and is considered to be less risky than URSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USHYX | URSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.47% | 5.56% | -4.09% |
Volatility (6M)Calculated over the trailing 6-month period | 1.97% | 8.96% | -6.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.08% | 14.91% | -11.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.58% | 14.03% | -9.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.47% | 14.47% | -9.00% |