USSPX vs. URFRX

In the year-to-date period, USSPX achieves a -3.28% return, which is significantly lower than URFRX's 2.31% return. Over the past 10 years, USSPX has outperformed URFRX with an annualized return of 10.52%, while URFRX has yielded a comparatively lower 2.24% annualized return.

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USSPX has a 0.24% expense ratio, which is higher than URFRX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for USAA 500 Index Fund (USSPX) and USAA Target Retirement 2040 Fund (URFRX). 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 USSPX Sharpe Ratio is 0.39, which is comparable to the URFRX Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of USSPX and URFRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USSPX's dividend yield for the trailing twelve months is around 1.06%, less than URFRX's 2.62% yield.

The maximum USSPX drawdown since its inception was -55.39%, which is greater than URFRX's maximum drawdown of -38.72%. Use the drawdown chart below to compare losses from any high point for USSPX and URFRX. For additional features, visit the drawdowns tool.

USAA 500 Index Fund (USSPX) has a higher volatility of 6.87% compared to USAA Target Retirement 2040 Fund (URFRX) at 3.64%. This indicates that USSPX's price experiences larger fluctuations and is considered to be riskier than URFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.