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USSCX vs. ALTEX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

USSCX vs. ALTEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in USAA Science & Technology Fund (USSCX) and Firsthand Alternative Energy Fund (ALTEX). The values are adjusted to include any dividend payments, if applicable.

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USSCX vs. ALTEX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
USSCX
USAA Science & Technology Fund
-14.66%17.93%30.58%34.01%-41.76%-3.45%60.62%37.84%-4.34%36.06%
ALTEX
Firsthand Alternative Energy Fund
9.56%6.62%-6.79%-2.31%-18.26%-5.09%83.88%55.04%-18.56%27.35%

Returns By Period

In the year-to-date period, USSCX achieves a -14.66% return, which is significantly lower than ALTEX's 9.56% return. Over the past 10 years, USSCX has outperformed ALTEX with an annualized return of 11.70%, while ALTEX has yielded a comparatively lower 8.92% annualized return.


USSCX

1D
-1.34%
1M
-9.27%
YTD
-14.66%
6M
-13.47%
1Y
17.07%
3Y*
16.19%
5Y*
0.02%
10Y*
11.70%

ALTEX

1D
-4.06%
1M
-10.18%
YTD
9.56%
6M
-9.08%
1Y
41.48%
3Y*
-1.40%
5Y*
-4.12%
10Y*
8.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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USSCX vs. ALTEX - Expense Ratio Comparison

USSCX has a 0.95% expense ratio, which is lower than ALTEX's 1.98% expense ratio.


Return for Risk

USSCX vs. ALTEX — Risk / Return Rank

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

USSCX
USSCX Risk / Return Rank: 2525
Overall Rank
USSCX Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
USSCX Sortino Ratio Rank: 2727
Sortino Ratio Rank
USSCX Omega Ratio Rank: 2626
Omega Ratio Rank
USSCX Calmar Ratio Rank: 2424
Calmar Ratio Rank
USSCX Martin Ratio Rank: 2323
Martin Ratio Rank

ALTEX
ALTEX Risk / Return Rank: 5252
Overall Rank
ALTEX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
ALTEX Sortino Ratio Rank: 5555
Sortino Ratio Rank
ALTEX Omega Ratio Rank: 5858
Omega Ratio Rank
ALTEX Calmar Ratio Rank: 5555
Calmar Ratio Rank
ALTEX Martin Ratio Rank: 3232
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.

USSCX vs. ALTEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for USAA Science & Technology Fund (USSCX) and Firsthand Alternative Energy Fund (ALTEX). 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.


USSCXALTEXDifference

Sharpe ratio

Return per unit of total volatility

0.58

1.10

-0.52

Sortino ratio

Return per unit of downside risk

1.00

1.49

-0.49

Omega ratio

Gain probability vs. loss probability

1.14

1.23

-0.09

Calmar ratio

Return relative to maximum drawdown

0.69

1.31

-0.61

Martin ratio

Return relative to average drawdown

2.44

3.48

-1.05

USSCX vs. ALTEX - Sharpe Ratio Comparison

The current USSCX Sharpe Ratio is 0.58, which is lower than the ALTEX Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of USSCX and ALTEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


USSCXALTEXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.58

1.10

-0.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.00

-0.06

+0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

0.18

+0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.03

+0.26

Correlation

The correlation between USSCX and ALTEX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

USSCX vs. ALTEX - Dividend Comparison

USSCX's dividend yield for the trailing twelve months is around 11.04%, while ALTEX has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
USSCX
USAA Science & Technology Fund
11.04%9.42%0.00%0.00%0.00%15.49%5.36%27.99%16.68%8.31%4.15%6.54%
ALTEX
Firsthand Alternative Energy Fund
0.00%0.00%1.50%3.43%0.00%0.00%0.00%9.12%0.05%0.25%0.00%0.00%

Drawdowns

USSCX vs. ALTEX - Drawdown Comparison

The maximum USSCX drawdown since its inception was -79.48%, which is greater than ALTEX's maximum drawdown of -75.48%. Use the drawdown chart below to compare losses from any high point for USSCX and ALTEX.


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Drawdown Indicators


USSCXALTEXDifference

Max Drawdown

Largest peak-to-trough decline

-79.48%

-75.48%

-4.00%

Max Drawdown (1Y)

Largest decline over 1 year

-18.19%

-28.91%

+10.72%

Max Drawdown (5Y)

Largest decline over 5 years

-52.07%

-75.48%

+23.41%

Max Drawdown (10Y)

Largest decline over 10 years

-52.70%

-75.48%

+22.78%

Current Drawdown

Current decline from peak

-18.19%

-27.66%

+9.47%

Average Drawdown

Average peak-to-trough decline

-31.22%

-37.55%

+6.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.18%

10.86%

-5.68%

Volatility

USSCX vs. ALTEX - Volatility Comparison

The current volatility for USAA Science & Technology Fund (USSCX) is 7.40%, while Firsthand Alternative Energy Fund (ALTEX) has a volatility of 11.76%. This indicates that USSCX experiences smaller price fluctuations and is considered to be less risky than ALTEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USSCXALTEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.40%

11.76%

-4.36%

Volatility (6M)

Calculated over the trailing 6-month period

15.65%

32.97%

-17.32%

Volatility (1Y)

Calculated over the trailing 1-year period

26.64%

38.72%

-12.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.71%

67.75%

-39.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.38%

51.07%

-24.69%