PortfoliosLab logoPortfoliosLab logo
USHYX vs. USSCX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

USHYX vs. USSCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in USAA High Income Fund (USHYX) and USAA Science & Technology Fund (USSCX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

USHYX vs. USSCX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
USHYX
USAA High Income Fund
-1.04%7.22%6.85%13.05%-10.95%5.61%3.74%13.13%-3.52%7.17%
USSCX
USAA Science & Technology Fund
-14.66%17.93%30.58%34.01%-41.76%-3.45%60.62%37.84%-4.34%36.06%

Returns By Period

In the year-to-date period, USHYX achieves a -1.04% return, which is significantly higher than USSCX's -14.66% return. Over the past 10 years, USHYX has underperformed USSCX with an annualized return of 5.32%, while USSCX has yielded a comparatively higher 11.70% annualized return.


USHYX

1D
0.30%
1M
-1.64%
YTD
-1.04%
6M
0.11%
1Y
6.23%
3Y*
7.50%
5Y*
3.54%
10Y*
5.32%

USSCX

1D
-1.34%
1M
-9.27%
YTD
-14.66%
6M
-13.47%
1Y
17.07%
3Y*
16.19%
5Y*
0.02%
10Y*
11.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


USHYX vs. USSCX - Expense Ratio Comparison

USHYX has a 0.76% expense ratio, which is lower than USSCX's 0.95% expense ratio.


Return for Risk

USHYX vs. USSCX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USHYX
USHYX Risk / Return Rank: 9292
Overall Rank
USHYX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
USHYX Sortino Ratio Rank: 9292
Sortino Ratio Rank
USHYX Omega Ratio Rank: 9393
Omega Ratio Rank
USHYX Calmar Ratio Rank: 8989
Calmar Ratio Rank
USHYX Martin Ratio Rank: 9191
Martin Ratio Rank

USSCX
USSCX Risk / Return Rank: 2525
Overall Rank
USSCX Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
USSCX Sortino Ratio Rank: 2727
Sortino Ratio Rank
USSCX Omega Ratio Rank: 2626
Omega Ratio Rank
USSCX Calmar Ratio Rank: 2424
Calmar Ratio Rank
USSCX Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

USHYX vs. USSCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for USAA High Income Fund (USHYX) and USAA Science & Technology Fund (USSCX). 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.


USHYXUSSCXDifference

Sharpe ratio

Return per unit of total volatility

2.00

0.58

+1.41

Sortino ratio

Return per unit of downside risk

2.78

1.00

+1.78

Omega ratio

Gain probability vs. loss probability

1.47

1.14

+0.33

Calmar ratio

Return relative to maximum drawdown

2.38

0.69

+1.69

Martin ratio

Return relative to average drawdown

10.55

2.44

+8.12

USHYX vs. USSCX - Sharpe Ratio Comparison

The current USHYX Sharpe Ratio is 2.00, which is higher than the USSCX Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of USHYX and USSCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


USHYXUSSCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.00

0.58

+1.41

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.78

0.00

+0.78

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.98

0.45

+0.53

Sharpe Ratio (All Time)

Calculated using the full available price history

1.28

0.29

+0.99

Correlation

The correlation between USHYX and USSCX is 0.32, 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.


Dividends

USHYX vs. USSCX - Dividend Comparison

USHYX's dividend yield for the trailing twelve months is around 7.08%, less than USSCX's 11.04% yield.


TTM20252024202320222021202020192018201720162015
USHYX
USAA High Income Fund
7.08%5.48%7.65%7.15%5.89%4.83%5.23%5.78%6.31%5.72%5.91%6.44%
USSCX
USAA Science & Technology Fund
11.04%9.42%0.00%0.00%0.00%15.49%5.36%27.99%16.68%8.31%4.15%6.54%

Drawdowns

USHYX vs. USSCX - Drawdown Comparison

The maximum USHYX drawdown since its inception was -33.59%, smaller than the maximum USSCX drawdown of -79.48%. Use the drawdown chart below to compare losses from any high point for USHYX and USSCX.


Loading graphics...

Drawdown Indicators


USHYXUSSCXDifference

Max Drawdown

Largest peak-to-trough decline

-33.59%

-79.48%

+45.89%

Max Drawdown (1Y)

Largest decline over 1 year

-2.49%

-18.19%

+15.70%

Max Drawdown (5Y)

Largest decline over 5 years

-15.10%

-52.07%

+36.97%

Max Drawdown (10Y)

Largest decline over 10 years

-24.55%

-52.70%

+28.15%

Current Drawdown

Current decline from peak

-1.92%

-18.19%

+16.27%

Average Drawdown

Average peak-to-trough decline

-2.99%

-31.22%

+28.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.56%

5.18%

-4.62%

Volatility

USHYX vs. USSCX - Volatility Comparison

The current volatility for USAA High Income Fund (USHYX) is 1.37%, while USAA Science & Technology Fund (USSCX) has a volatility of 7.40%. This indicates that USHYX experiences smaller price fluctuations and is considered to be less risky than USSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


USHYXUSSCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.37%

7.40%

-6.03%

Volatility (6M)

Calculated over the trailing 6-month period

1.92%

15.65%

-13.73%

Volatility (1Y)

Calculated over the trailing 1-year period

3.06%

26.64%

-23.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.58%

28.71%

-24.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.47%

26.38%

-20.91%