PortfoliosLab logoPortfoliosLab logo
USSBX vs. USAUX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

USSBX vs. USAUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in USAA Short Term Bond Fund (USSBX) and USAA Aggressive Growth Fund (USAUX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

USSBX vs. USAUX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
USSBX
USAA Short Term Bond Fund
0.09%5.79%6.21%5.99%-2.95%1.08%4.75%5.00%1.24%2.30%
USAUX
USAA Aggressive Growth Fund
-9.21%16.98%33.63%48.36%-35.30%16.68%41.82%23.23%-0.75%30.12%

Returns By Period

In the year-to-date period, USSBX achieves a 0.09% return, which is significantly higher than USAUX's -9.21% return. Over the past 10 years, USSBX has underperformed USAUX with an annualized return of 3.09%, while USAUX has yielded a comparatively higher 13.97% annualized return.


USSBX

1D
0.11%
1M
-0.76%
YTD
0.09%
6M
1.14%
1Y
4.16%
3Y*
5.67%
5Y*
3.10%
10Y*
3.09%

USAUX

1D
3.94%
1M
-5.73%
YTD
-9.21%
6M
-9.92%
1Y
18.30%
3Y*
21.65%
5Y*
9.48%
10Y*
13.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


USSBX vs. USAUX - Expense Ratio Comparison

USSBX has a 0.54% expense ratio, which is lower than USAUX's 0.63% expense ratio.


Return for Risk

USSBX vs. USAUX — Risk / Return Rank

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

USSBX
USSBX Risk / Return Rank: 9696
Overall Rank
USSBX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
USSBX Sortino Ratio Rank: 9797
Sortino Ratio Rank
USSBX Omega Ratio Rank: 9696
Omega Ratio Rank
USSBX Calmar Ratio Rank: 9797
Calmar Ratio Rank
USSBX Martin Ratio Rank: 9797
Martin Ratio Rank

USAUX
USAUX Risk / Return Rank: 3939
Overall Rank
USAUX Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
USAUX Sortino Ratio Rank: 4343
Sortino Ratio Rank
USAUX Omega Ratio Rank: 3939
Omega Ratio Rank
USAUX Calmar Ratio Rank: 4141
Calmar Ratio Rank
USAUX Martin Ratio Rank: 3434
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.

USSBX vs. USAUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for USAA Short Term Bond Fund (USSBX) and USAA Aggressive Growth Fund (USAUX). 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.


USSBXUSAUXDifference

Sharpe ratio

Return per unit of total volatility

2.19

0.84

+1.35

Sortino ratio

Return per unit of downside risk

3.87

1.36

+2.51

Omega ratio

Gain probability vs. loss probability

1.60

1.19

+0.42

Calmar ratio

Return relative to maximum drawdown

4.17

1.13

+3.04

Martin ratio

Return relative to average drawdown

15.95

3.76

+12.19

USSBX vs. USAUX - Sharpe Ratio Comparison

The current USSBX Sharpe Ratio is 2.19, which is higher than the USAUX Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of USSBX and USAUX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


USSBXUSAUXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.19

0.84

+1.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.60

0.39

+1.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.75

0.61

+1.13

Sharpe Ratio (All Time)

Calculated using the full available price history

1.69

0.42

+1.27

Correlation

The correlation between USSBX and USAUX is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

USSBX vs. USAUX - Dividend Comparison

USSBX's dividend yield for the trailing twelve months is around 4.19%, less than USAUX's 4.88% yield.


TTM20252024202320222021202020192018201720162015
USSBX
USAA Short Term Bond Fund
4.19%4.51%4.32%3.37%2.38%2.72%3.41%2.79%2.44%1.94%1.86%1.69%
USAUX
USAA Aggressive Growth Fund
4.88%4.43%5.15%0.00%2.37%11.36%0.18%20.25%18.58%9.19%7.42%6.80%

Drawdowns

USSBX vs. USAUX - Drawdown Comparison

The maximum USSBX drawdown since its inception was -6.87%, smaller than the maximum USAUX drawdown of -76.19%. Use the drawdown chart below to compare losses from any high point for USSBX and USAUX.


Loading graphics...

Drawdown Indicators


USSBXUSAUXDifference

Max Drawdown

Largest peak-to-trough decline

-6.87%

-76.19%

+69.32%

Max Drawdown (1Y)

Largest decline over 1 year

-1.09%

-17.09%

+16.00%

Max Drawdown (5Y)

Largest decline over 5 years

-5.11%

-43.84%

+38.73%

Max Drawdown (10Y)

Largest decline over 10 years

-5.57%

-43.84%

+38.27%

Current Drawdown

Current decline from peak

-0.87%

-13.82%

+12.95%

Average Drawdown

Average peak-to-trough decline

-0.63%

-26.80%

+26.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.28%

5.11%

-4.83%

Volatility

USSBX vs. USAUX - Volatility Comparison

The current volatility for USAA Short Term Bond Fund (USSBX) is 0.53%, while USAA Aggressive Growth Fund (USAUX) has a volatility of 7.08%. This indicates that USSBX experiences smaller price fluctuations and is considered to be less risky than USAUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


USSBXUSAUXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.53%

7.08%

-6.55%

Volatility (6M)

Calculated over the trailing 6-month period

1.23%

13.11%

-11.88%

Volatility (1Y)

Calculated over the trailing 1-year period

1.94%

23.03%

-21.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.95%

24.49%

-22.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.77%

22.81%

-21.04%