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 | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | UGOFX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | UGOFX vs UCEQX |
Best Risk-Adjusted Alternatives to UGOFX
UGOFX has a PortfoliosLab risk / return rank of 73. There are 53 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | UGOFX vs LVAFX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | UGOFX vs FMIEX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | UGOFX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | UGOFX vs EPSYX | |
| Polaris Global Value Fund | 95 | — | May 1998 | UGOFX vs PGVFX |
Top Performing UGOFX Alternatives (YTD)
UGOFX is at 13.74% YTD. There are 42 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 24.97% | — | Jan 2017 | UGOFX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 24.78% | — | — | UGOFX vs YFSNX | |
| LSV Global Value Fund | 24.67% | — | Jun 2014 | UGOFX vs LVAGX | |
| T. Rowe Price Global Technology Fund I Class | 23.72% | — | Nov 2016 | UGOFX vs PGTIX | |
| MainStay Epoch Global Equity Yield Fund | 21.42% | — | Dec 2005 | UGOFX vs EPSYX |
Lowest Volatility Alternatives to UGOFX
UGOFX has 12.81% 1-year volatility. There are 63 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.87% | — | Dec 2015 | UGOFX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.90% | — | Dec 1996 | UGOFX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | UGOFX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.01% | 2.00B | Dec 2013 | UGOFX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.42% | — | Jul 2006 | UGOFX vs SVTAX |
Lowest Drawdown Alternatives to UGOFX
UGOFX has a 1-year max drawdown of -7.95%. There are 23 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | UGOFX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | UGOFX vs MBXAX | |
| 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 |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories. AUM among these funds goes as high as $12B.
Often Compared With UGOFX
Investors most often compare UGOFX with GLE, NBIS, GCCHX. These 20 comparison targets span 5 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