USMIX vs. USSPX

In the year-to-date period, USMIX achieves a -3.90% return, which is significantly lower than USSPX's -0.17% return. Over the past 10 years, USMIX has underperformed USSPX with an annualized return of 1.49%, while USSPX has yielded a comparatively higher 10.86% 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 -0.27, which is lower than the USSPX Sharpe Ratio of 0.55. 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 1.48%, more than USSPX's 1.03% yield.

The maximum USMIX drawdown since its inception was -61.52%, which is greater than USSPX's maximum drawdown of -55.39%. Use the drawdown chart below to compare losses from any high point for USMIX and USSPX. For additional features, visit the drawdowns tool.

USAA Extended Market Index Fund (USMIX) and USAA 500 Index Fund (USSPX) have volatilities of 6.22% and 6.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.