USAA Global Managed Volatility Fund (UGOFX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with UGOFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to UGOFX
UGOFX charges 0.70% annually. There are 45 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | UGOFX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | UGOFX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | UGOFX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | UGOFX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | UGOFX vs VTWAX |
Best Risk-Adjusted Alternatives to UGOFX
UGOFX has a PortfoliosLab risk / return rank of 63. There are 61 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | UGOFX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | UGOFX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | UGOFX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | UGOFX vs FMIEX | |
| Polaris Global Value Fund | 90 | — | May 1998 | UGOFX vs PGVFX |
Top Performing UGOFX Alternatives (YTD)
UGOFX is at 13.55% YTD. There are 56 mutual funds in the Global Equities category with higher YTD returns, going as high as 34.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 34.74% | — | Nov 2016 | UGOFX vs PGTIX | |
| Oberweis Global Opportunities Fund | 26.27% | — | Jan 1987 | UGOFX vs OBEGX | |
| LSV Global Value Fund | 23.68% | — | Jun 2014 | UGOFX vs LVAGX | |
| Ariel Global Fund | 22.71% | — | Dec 2011 | UGOFX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 21.13% | — | — | UGOFX vs YFSNX |
Lowest Volatility Alternatives to UGOFX
UGOFX has 12.50% 1-year volatility. There are 59 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.98%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.98% | 2.00B | Dec 2013 | UGOFX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | UGOFX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | UGOFX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | UGOFX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | UGOFX vs SGMAX |
Lowest Drawdown Alternatives to UGOFX
UGOFX has a 1-year max drawdown of -7.95%. There are 21 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | UGOFX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | UGOFX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | UGOFX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | UGOFX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | UGOFX vs SVTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 38 | 14.88% | — | Sep 2021 | UGOFX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 10.85% | — | Jul 1993 | UGOFX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | UGOFX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 63 | 12.04% | — | May 2011 | UGOFX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 74 | 11.53% | — | Dec 1991 | UGOFX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.30% | — | Jul 2010 | UGOFX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 39 | 6.19% | — | Aug 2005 | UGOFX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 49 | 34.92% | — | Apr 2000 | UGOFX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 77 | 7.24% | — | Oct 2007 | UGOFX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 73 | 13.68% | — | Sep 1999 | UGOFX vs FAMRX |
Often Compared With UGOFX
Investors most often compare UGOFX with ODV, GLE, NBIS. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare UGOFX with Any Fund or Stock
Compare UGOFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UGOFX with funds that move differently
USAA Global Managed Volatility Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UGOFX.
Explore UGOFX Diversifiers