USMIX vs. USSPX

In the year-to-date period, USMIX achieves a -5.17% return, which is significantly lower than USSPX's 1.61% return. Over the past 10 years, USMIX has underperformed USSPX with an annualized return of 8.15%, while USSPX has yielded a comparatively higher 12.91% annualized return.

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USMIX has a 0.38% expense ratio, which is higher than USSPX's 0.24% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for USAA Extended Market Index Fund (USMIX) and USAA 500 Index Fund (USSPX). 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 USMIX Sharpe Ratio is 0.12, which is lower than the USSPX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of USMIX and USSPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USMIX's dividend yield for the trailing twelve months is around 15.19%, more than USSPX's 3.55% yield.

The maximum USMIX drawdown since its inception was -57.91%, roughly equal to the maximum USSPX drawdown of -55.39%. Use the drawdown chart below to compare losses from any high point for USMIX and USSPX.

USAA Extended Market Index Fund (USMIX) has a higher volatility of 6.10% compared to USAA 500 Index Fund (USSPX) at 4.76%. This indicates that USMIX's price experiences larger fluctuations and is considered to be riskier than USSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.