USHYX vs. USAIX
Compare and contrast key facts about USAA High Income Fund (USHYX) and USAA Income Fund (USAIX).
USHYX is managed by Victory Capital. It was launched on Aug 2, 1999. USAIX is managed by Victory Capital. It was launched on Mar 4, 1974.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USHYX or USAIX.
Correlation
The correlation between USHYX and USAIX is -0.14. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
USHYX vs. USAIX - Performance Comparison
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Key characteristics
USHYX:
2.50
USAIX:
1.10
USHYX:
3.47
USAIX:
1.61
USHYX:
1.59
USAIX:
1.19
USHYX:
2.58
USAIX:
0.60
USHYX:
12.12
USAIX:
3.26
USHYX:
0.63%
USAIX:
1.65%
USHYX:
3.17%
USAIX:
4.91%
USHYX:
-33.59%
USAIX:
-18.10%
USHYX:
-0.07%
USAIX:
-3.67%
Returns By Period
The year-to-date returns for both stocks are quite close, with USHYX having a 1.81% return and USAIX slightly lower at 1.79%. Over the past 10 years, USHYX has outperformed USAIX with an annualized return of 4.00%, while USAIX has yielded a comparatively lower 2.49% annualized return.
USHYX
1.81%
2.86%
2.02%
8.01%
6.52%
4.00%
USAIX
1.79%
1.06%
0.92%
5.66%
1.30%
2.49%
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USHYX vs. USAIX - Expense Ratio Comparison
USHYX has a 0.76% expense ratio, which is higher than USAIX's 0.44% expense ratio.
Risk-Adjusted Performance
USHYX vs. USAIX — Risk-Adjusted Performance Rank
USHYX
USAIX
USHYX vs. USAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA High Income Fund (USHYX) and USAA Income Fund (USAIX). 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.
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Dividends
USHYX vs. USAIX - Dividend Comparison
USHYX's dividend yield for the trailing twelve months is around 7.28%, more than USAIX's 3.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USHYX USAA High Income Fund | 7.28% | 7.65% | 7.14% | 5.88% | 4.83% | 5.25% | 5.79% | 6.32% | 5.73% | 5.94% | 6.46% | 5.76% |
USAIX USAA Income Fund | 3.94% | 4.02% | 3.70% | 3.48% | 2.80% | 2.91% | 3.32% | 3.46% | 3.32% | 3.52% | 3.65% | 3.73% |
Drawdowns
USHYX vs. USAIX - Drawdown Comparison
The maximum USHYX drawdown since its inception was -33.59%, which is greater than USAIX's maximum drawdown of -18.10%. Use the drawdown chart below to compare losses from any high point for USHYX and USAIX. For additional features, visit the drawdowns tool.
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Volatility
USHYX vs. USAIX - Volatility Comparison
The current volatility for USAA High Income Fund (USHYX) is 1.10%, while USAA Income Fund (USAIX) has a volatility of 1.53%. This indicates that USHYX experiences smaller price fluctuations and is considered to be less risky than USAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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