USISX vs. VVIAX

In the year-to-date period, USISX achieves a 0.44% return, which is significantly higher than VVIAX's 0.40% return. Over the past 10 years, USISX has underperformed VVIAX with an annualized return of 8.80%, while VVIAX has yielded a comparatively higher 9.83% annualized return.

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USISX has a 0.70% expense ratio, which is higher than VVIAX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for USAA Income Stock Fund (USISX) and Vanguard Value Index Fund Admiral Shares (VVIAX). 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.

The current USISX Sharpe Ratio is 0.23, which is lower than the VVIAX Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of USISX and VVIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USISX's dividend yield for the trailing twelve months is around 18.51%, more than VVIAX's 2.31% yield.

The maximum USISX drawdown since its inception was -58.47%, roughly equal to the maximum VVIAX drawdown of -59.32%. Use the drawdown chart below to compare losses from any high point for USISX and VVIAX.

USAA Income Stock Fund (USISX) has a higher volatility of 4.35% compared to Vanguard Value Index Fund Admiral Shares (VVIAX) at 3.99%. This indicates that USISX's price experiences larger fluctuations and is considered to be riskier than VVIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.