USSCX vs. BOGSX
Compare and contrast key facts about USAA Science & Technology Fund (USSCX) and Black Oak Emerging Technology Fund (BOGSX).
USSCX is managed by Victory. It was launched on Jul 31, 1997. BOGSX is managed by Oak Associates. It was launched on Dec 28, 2000.
Performance
USSCX vs. BOGSX - Performance Comparison
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USSCX vs. BOGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USSCX USAA Science & Technology Fund | -10.36% | 17.93% | 30.58% | 34.01% | -41.76% | -3.45% | 60.62% | 37.84% | -4.34% | 36.06% |
BOGSX Black Oak Emerging Technology Fund | -1.72% | 19.06% | 9.25% | 17.79% | -27.30% | 26.89% | 45.16% | 38.20% | -4.94% | 19.05% |
Returns By Period
In the year-to-date period, USSCX achieves a -10.36% return, which is significantly lower than BOGSX's -1.72% return. Over the past 10 years, USSCX has underperformed BOGSX with an annualized return of 12.25%, while BOGSX has yielded a comparatively higher 13.86% annualized return.
USSCX
- 1D
- 5.04%
- 1M
- -5.71%
- YTD
- -10.36%
- 6M
- -9.24%
- 1Y
- 22.26%
- 3Y*
- 18.11%
- 5Y*
- 0.51%
- 10Y*
- 12.25%
BOGSX
- 1D
- -1.48%
- 1M
- -7.40%
- YTD
- -1.72%
- 6M
- -1.17%
- 1Y
- 24.23%
- 3Y*
- 10.34%
- 5Y*
- 5.28%
- 10Y*
- 13.86%
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USSCX vs. BOGSX - Expense Ratio Comparison
USSCX has a 0.95% expense ratio, which is lower than BOGSX's 1.03% expense ratio.
Return for Risk
USSCX vs. BOGSX — Risk / Return Rank
USSCX
BOGSX
USSCX vs. BOGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Science & Technology Fund (USSCX) and Black Oak Emerging Technology Fund (BOGSX). 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.
| USSCX | BOGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.95 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.47 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.65 | -0.48 |
Martin ratioReturn relative to average drawdown | 4.05 | 5.85 | -1.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| USSCX | BOGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.95 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.21 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.57 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.06 | +0.24 |
Correlation
The correlation between USSCX and BOGSX is 0.88, 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. BOGSX - Dividend Comparison
USSCX's dividend yield for the trailing twelve months is around 10.51%, more than BOGSX's 5.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USSCX USAA Science & Technology Fund | 10.51% | 9.42% | 0.00% | 0.00% | 0.00% | 15.49% | 5.36% | 27.99% | 16.68% | 8.31% | 4.15% | 6.54% |
BOGSX Black Oak Emerging Technology Fund | 5.86% | 5.76% | 7.96% | 3.79% | 1.87% | 11.31% | 6.30% | 5.47% | 11.71% | 7.71% | 4.00% | 3.09% |
Drawdowns
USSCX vs. BOGSX - Drawdown Comparison
The maximum USSCX drawdown since its inception was -79.48%, smaller than the maximum BOGSX drawdown of -92.80%. Use the drawdown chart below to compare losses from any high point for USSCX and BOGSX.
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Drawdown Indicators
| USSCX | BOGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.48% | -92.80% | +13.32% |
Max Drawdown (1Y)Largest decline over 1 year | -18.19% | -12.77% | -5.42% |
Max Drawdown (5Y)Largest decline over 5 years | -52.07% | -33.93% | -18.14% |
Max Drawdown (10Y)Largest decline over 10 years | -52.70% | -33.93% | -18.77% |
Current DrawdownCurrent decline from peak | -14.07% | -10.20% | -3.87% |
Average DrawdownAverage peak-to-trough decline | -31.22% | -59.36% | +28.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.26% | 3.60% | +1.66% |
Volatility
USSCX vs. BOGSX - Volatility Comparison
USAA Science & Technology Fund (USSCX) has a higher volatility of 9.05% compared to Black Oak Emerging Technology Fund (BOGSX) at 7.10%. This indicates that USSCX's price experiences larger fluctuations and is considered to be riskier than BOGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USSCX | BOGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.05% | 7.10% | +1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 16.43% | 16.64% | -0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.05% | 25.96% | +1.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.76% | 25.14% | +3.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.43% | 24.44% | +1.99% |