USHYX vs. USIBX
Compare and contrast key facts about USAA High Income Fund (USHYX) and USAA Intermediate Term Bond Fund (USIBX).
USHYX is managed by Victory Capital. It was launched on Aug 2, 1999. USIBX is managed by Victory Capital. It was launched on Aug 2, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USHYX or USIBX.
Correlation
The correlation between USHYX and USIBX is -0.13. 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. USIBX - Performance Comparison
Key characteristics
USHYX:
2.36
USIBX:
1.21
USHYX:
3.34
USIBX:
1.81
USHYX:
1.57
USIBX:
1.21
USHYX:
2.57
USIBX:
0.53
USHYX:
11.07
USIBX:
3.39
USHYX:
0.69%
USIBX:
1.89%
USHYX:
3.23%
USIBX:
5.27%
USHYX:
-33.65%
USIBX:
-20.24%
USHYX:
-0.81%
USIBX:
-6.59%
Returns By Period
In the year-to-date period, USHYX achieves a 1.05% return, which is significantly lower than USIBX's 1.70% return. Over the past 10 years, USHYX has outperformed USIBX with an annualized return of 3.92%, while USIBX has yielded a comparatively lower 1.90% annualized return.
USHYX
1.05%
1.49%
1.70%
7.04%
6.49%
3.92%
USIBX
1.70%
-1.72%
1.34%
5.57%
0.41%
1.90%
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USHYX vs. USIBX - Expense Ratio Comparison
USHYX has a 0.76% expense ratio, which is higher than USIBX's 0.63% expense ratio.
Risk-Adjusted Performance
USHYX vs. USIBX — Risk-Adjusted Performance Rank
USHYX
USIBX
USHYX vs. USIBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA High Income Fund (USHYX) and USAA Intermediate Term Bond Fund (USIBX). 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
USHYX vs. USIBX - Dividend Comparison
USHYX's dividend yield for the trailing twelve months is around 7.29%, more than USIBX's 4.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USHYX USAA High Income Fund | 7.29% | 7.65% | 7.14% | 5.88% | 4.83% | 5.25% | 5.79% | 6.32% | 5.73% | 5.94% | 6.46% | 5.76% |
USIBX USAA Intermediate Term Bond Fund | 4.12% | 4.49% | 4.09% | 3.19% | 2.32% | 3.01% | 3.58% | 3.68% | 3.45% | 3.86% | 4.23% | 4.11% |
Drawdowns
USHYX vs. USIBX - Drawdown Comparison
The maximum USHYX drawdown since its inception was -33.65%, which is greater than USIBX's maximum drawdown of -20.24%. Use the drawdown chart below to compare losses from any high point for USHYX and USIBX. For additional features, visit the drawdowns tool.
Volatility
USHYX vs. USIBX - Volatility Comparison
USAA High Income Fund (USHYX) and USAA Intermediate Term Bond Fund (USIBX) have volatilities of 1.91% and 1.88%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.