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USIFX vs. USBLX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

USIFX vs. USBLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in USAA International Fund (USIFX) and USAA Growth and Tax Strategy Fund (USBLX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, USIFX achieves a 3.46% return, which is significantly higher than USBLX's -1.62% return. Over the past 10 years, USIFX has outperformed USBLX with an annualized return of 9.22%, while USBLX has yielded a comparatively lower 7.62% annualized return.


USIFX

1D
-0.63%
1M
-1.31%
YTD
3.46%
6M
7.42%
1Y
39.50%
3Y*
16.30%
5Y*
8.88%
10Y*
9.22%

USBLX

1D
0.14%
1M
-2.27%
YTD
-1.62%
6M
0.14%
1Y
15.35%
3Y*
10.62%
5Y*
5.87%
10Y*
7.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

USIFX vs. USBLX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
USIFX
USAA International Fund
3.46%33.11%4.75%17.47%-15.92%14.83%3.26%22.76%-14.15%28.14%
USBLX
USAA Growth and Tax Strategy Fund
-1.62%10.30%13.32%16.10%-15.82%14.80%10.78%18.46%-1.95%13.48%

Correlation

The correlation between USIFX and USBLX is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined. Holding both can reduce overall portfolio volatility compared to holding either one alone.


USIFX vs. USBLX - Expense Ratio Comparison

USIFX has a 1.02% expense ratio, which is higher than USBLX's 0.58% expense ratio.


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Return for Risk

USIFX vs. USBLX — Risk / Return Rank

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

USIFX
USIFX Risk / Return Rank: 8080
Overall Rank
USIFX Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
USIFX Sortino Ratio Rank: 7979
Sortino Ratio Rank
USIFX Omega Ratio Rank: 7878
Omega Ratio Rank
USIFX Calmar Ratio Rank: 8383
Calmar Ratio Rank
USIFX Martin Ratio Rank: 7979
Martin Ratio Rank

USBLX
USBLX Risk / Return Rank: 5353
Overall Rank
USBLX Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
USBLX Sortino Ratio Rank: 5555
Sortino Ratio Rank
USBLX Omega Ratio Rank: 5454
Omega Ratio Rank
USBLX Calmar Ratio Rank: 4242
Calmar Ratio Rank
USBLX Martin Ratio Rank: 5555
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.

USIFX vs. USBLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for USAA International Fund (USIFX) and USAA Growth and Tax Strategy Fund (USBLX). 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.


USIFXUSBLXDifference

Sharpe ratio

Return per unit of total volatility

1.66

1.23

+0.44

Sortino ratio

Return per unit of downside risk

2.22

1.72

+0.50

Omega ratio

Gain probability vs. loss probability

1.33

1.25

+0.08

Calmar ratio

Return relative to maximum drawdown

2.41

1.43

+0.98

Martin ratio

Return relative to average drawdown

9.18

6.85

+2.33

USIFX vs. USBLX - Sharpe Ratio Comparison

The current USIFX Sharpe Ratio is 1.66, which is higher than the USBLX Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of USIFX and USBLX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


USIFXUSBLXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.66

1.23

+0.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.68

-0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

0.84

-0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.80

-0.35

Drawdowns

USIFX vs. USBLX - Drawdown Comparison

The maximum USIFX drawdown since its inception was -53.23%, which is greater than USBLX's maximum drawdown of -33.49%. Use the drawdown chart below to compare losses from any high point for USIFX and USBLX.


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Drawdown Indicators


USIFXUSBLXDifference

Max Drawdown

Largest peak-to-trough decline

-53.23%

-33.49%

-19.74%

Max Drawdown (1Y)

Largest decline over 1 year

-11.74%

-5.24%

-6.50%

Max Drawdown (5Y)

Largest decline over 5 years

-32.00%

-20.51%

-11.49%

Max Drawdown (10Y)

Largest decline over 10 years

-36.76%

-21.93%

-14.83%

Current Drawdown

Current decline from peak

-7.66%

-3.23%

-4.43%

Average Drawdown

Average peak-to-trough decline

-9.30%

-4.31%

-4.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.08%

1.56%

+1.52%

Volatility

USIFX vs. USBLX - Volatility Comparison

USAA International Fund (USIFX) has a higher volatility of 7.24% compared to USAA Growth and Tax Strategy Fund (USBLX) at 2.85%. This indicates that USIFX's price experiences larger fluctuations and is considered to be riskier than USBLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USIFXUSBLXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.24%

2.85%

+4.39%

Volatility (6M)

Calculated over the trailing 6-month period

11.44%

4.79%

+6.65%

Volatility (1Y)

Calculated over the trailing 1-year period

16.86%

8.46%

+8.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.70%

8.63%

+8.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.85%

9.06%

+7.79%

Dividends

USIFX vs. USBLX - Dividend Comparison

USIFX's dividend yield for the trailing twelve months is around 11.76%, more than USBLX's 2.18% yield.


TTM20252024202320222021202020192018201720162015
USIFX
USAA International Fund
11.76%12.16%5.44%1.87%2.94%8.74%1.91%25.11%8.50%3.07%1.55%5.64%
USBLX
USAA Growth and Tax Strategy Fund
2.18%1.96%2.28%2.11%1.74%1.66%1.88%1.95%2.73%2.16%2.31%2.69%