USSPX vs. UCAGX
Compare and contrast key facts about USAA 500 Index Fund (USSPX) and USAA Cornerstone Aggressive Fund (UCAGX).
USSPX is managed by Victory. It was launched on May 1, 1996. UCAGX is managed by Victory. It was launched on Jun 7, 2012.
Performance
USSPX vs. UCAGX - Performance Comparison
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USSPX vs. UCAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USSPX USAA 500 Index Fund | -7.11% | 17.63% | 25.04% | 26.99% | -19.37% | 27.45% | 21.21% | 31.19% | -4.66% | 21.19% |
UCAGX USAA Cornerstone Aggressive Fund | -2.91% | 19.22% | 10.43% | 14.37% | -13.55% | 16.23% | 9.48% | 19.96% | -9.34% | 17.91% |
Returns By Period
In the year-to-date period, USSPX achieves a -7.11% return, which is significantly lower than UCAGX's -2.91% return. Over the past 10 years, USSPX has outperformed UCAGX with an annualized return of 13.63%, while UCAGX has yielded a comparatively lower 8.13% annualized return.
USSPX
- 1D
- -0.39%
- 1M
- -7.61%
- YTD
- -7.11%
- 6M
- -4.90%
- 1Y
- 14.39%
- 3Y*
- 17.23%
- 5Y*
- 11.08%
- 10Y*
- 13.63%
UCAGX
- 1D
- -0.27%
- 1M
- -7.38%
- YTD
- -2.91%
- 6M
- -0.07%
- 1Y
- 15.83%
- 3Y*
- 11.94%
- 5Y*
- 6.97%
- 10Y*
- 8.13%
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USSPX vs. UCAGX - Expense Ratio Comparison
USSPX has a 0.24% expense ratio, which is lower than UCAGX's 1.24% expense ratio.
Return for Risk
USSPX vs. UCAGX — Risk / Return Rank
USSPX
UCAGX
USSPX vs. UCAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA 500 Index Fund (USSPX) and USAA Cornerstone Aggressive Fund (UCAGX). 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.
| USSPX | UCAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.19 | -0.36 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.73 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.25 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 1.53 | -0.48 |
Martin ratioReturn relative to average drawdown | 5.06 | 7.05 | -1.99 |
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
| USSPX | UCAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.19 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.50 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.58 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.57 | -0.06 |
Correlation
The correlation between USSPX and UCAGX is 0.93, 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
USSPX vs. UCAGX - Dividend Comparison
USSPX's dividend yield for the trailing twelve months is around 4.47%, less than UCAGX's 11.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USSPX USAA 500 Index Fund | 4.47% | 4.14% | 3.63% | 2.07% | 2.81% | 4.98% | 3.38% | 4.98% | 3.03% | 1.34% | 2.34% | 1.89% |
UCAGX USAA Cornerstone Aggressive Fund | 11.37% | 11.04% | 8.14% | 1.96% | 4.79% | 8.52% | 1.89% | 2.03% | 5.99% | 6.74% | 1.48% | 2.20% |
Drawdowns
USSPX vs. UCAGX - Drawdown Comparison
The maximum USSPX drawdown since its inception was -55.39%, which is greater than UCAGX's maximum drawdown of -29.07%. Use the drawdown chart below to compare losses from any high point for USSPX and UCAGX.
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Drawdown Indicators
| USSPX | UCAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.39% | -29.07% | -26.32% |
Max Drawdown (1Y)Largest decline over 1 year | -12.19% | -9.52% | -2.67% |
Max Drawdown (5Y)Largest decline over 5 years | -26.88% | -25.37% | -1.51% |
Max Drawdown (10Y)Largest decline over 10 years | -33.64% | -29.07% | -4.57% |
Current DrawdownCurrent decline from peak | -8.92% | -8.02% | -0.90% |
Average DrawdownAverage peak-to-trough decline | -10.19% | -4.95% | -5.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 2.06% | +0.45% |
Volatility
USSPX vs. UCAGX - Volatility Comparison
USAA 500 Index Fund (USSPX) and USAA Cornerstone Aggressive Fund (UCAGX) have volatilities of 4.27% and 4.39%, 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.
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Volatility by Period
| USSPX | UCAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 4.39% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 8.02% | +1.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.23% | 13.39% | +4.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.46% | 14.02% | +3.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.32% | 14.11% | +4.21% |