USIFX vs. NPRTX
Compare and contrast key facts about USAA International Fund (USIFX) and Neuberger Berman Large Cap Value Fund (NPRTX).
USIFX is managed by Victory Capital. It was launched on Jul 11, 1988. NPRTX is managed by Neuberger Berman. It was launched on Jan 20, 1975.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USIFX or NPRTX.
Key characteristics
| USIFX | NPRTX | |
|---|---|---|
| YTD Return | 8.66% | 16.80% |
| 1Y Return | 20.53% | 24.54% |
| 3Y Return (Ann) | -1.00% | 3.92% |
| 5Y Return (Ann) | -0.02% | 11.52% |
| 10Y Return (Ann) | 1.37% | 10.31% |
| Sharpe Ratio | 1.59 | 2.14 |
| Sortino Ratio | 2.23 | 2.97 |
| Omega Ratio | 1.28 | 1.40 |
| Calmar Ratio | 0.79 | 1.52 |
| Martin Ratio | 9.01 | 14.78 |
| Ulcer Index | 2.27% | 1.58% |
| Daily Std Dev | 12.88% | 10.89% |
| Max Drawdown | -56.30% | -66.25% |
| Current Drawdown | -10.58% | -0.92% |
Correlation
The correlation between USIFX and NPRTX is 0.61, 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.
Performance
USIFX vs. NPRTX - Performance Comparison
In the year-to-date period, USIFX achieves a 8.66% return, which is significantly lower than NPRTX's 16.80% return. Over the past 10 years, USIFX has underperformed NPRTX with an annualized return of 1.37%, while NPRTX has yielded a comparatively higher 10.31% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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USIFX vs. NPRTX - Expense Ratio Comparison
USIFX has a 1.02% expense ratio, which is higher than NPRTX's 0.79% expense ratio.
Risk-Adjusted Performance
USIFX vs. NPRTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA International Fund (USIFX) and Neuberger Berman Large Cap Value Fund (NPRTX). 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
USIFX vs. NPRTX - Dividend Comparison
USIFX's dividend yield for the trailing twelve months is around 1.72%, less than NPRTX's 2.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USIFX USAA International Fund | 1.72% | 1.87% | 1.52% | 1.85% | 1.91% | 2.83% | 1.68% | 1.89% | 1.55% | 1.37% | 1.79% | 0.77% |
NPRTX Neuberger Berman Large Cap Value Fund | 2.10% | 2.45% | 1.56% | 1.25% | 1.35% | 1.75% | 1.95% | 1.28% | 0.66% | 1.29% | 0.95% | 1.34% |
Drawdowns
USIFX vs. NPRTX - Drawdown Comparison
The maximum USIFX drawdown since its inception was -56.30%, smaller than the maximum NPRTX drawdown of -66.25%. Use the drawdown chart below to compare losses from any high point for USIFX and NPRTX. For additional features, visit the drawdowns tool.
Volatility
USIFX vs. NPRTX - Volatility Comparison
USAA International Fund (USIFX) has a higher volatility of 3.70% compared to Neuberger Berman Large Cap Value Fund (NPRTX) at 3.30%. This indicates that USIFX's price experiences larger fluctuations and is considered to be riskier than NPRTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.