AWAYX vs. UCEQX
Compare and contrast key facts about AB Wealth Appreciation Strategy (AWAYX) and USAA Cornerstone Equity Fund (UCEQX).
AWAYX is managed by AllianceBernstein. It was launched on Sep 1, 2003. UCEQX is managed by Victory. It was launched on Jun 7, 2012.
Performance
AWAYX vs. UCEQX - Performance Comparison
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AWAYX vs. UCEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWAYX AB Wealth Appreciation Strategy | -1.74% | 21.59% | 19.08% | 21.06% | -18.42% | 20.57% | 13.04% | 25.57% | -9.68% | 22.02% |
UCEQX USAA Cornerstone Equity Fund | -0.78% | 23.71% | 14.50% | 19.36% | -16.25% | 19.68% | 10.76% | 22.49% | -12.06% | 22.59% |
Returns By Period
In the year-to-date period, AWAYX achieves a -1.74% return, which is significantly lower than UCEQX's -0.78% return. Both investments have delivered pretty close results over the past 10 years, with AWAYX having a 10.93% annualized return and UCEQX not far behind at 10.39%.
AWAYX
- 1D
- 3.17%
- 1M
- -5.94%
- YTD
- -1.74%
- 6M
- 0.76%
- 1Y
- 21.46%
- 3Y*
- 17.28%
- 5Y*
- 9.51%
- 10Y*
- 10.93%
UCEQX
- 1D
- 2.88%
- 1M
- -5.43%
- YTD
- -0.78%
- 6M
- 2.20%
- 1Y
- 22.46%
- 3Y*
- 16.90%
- 5Y*
- 9.25%
- 10Y*
- 10.39%
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AWAYX vs. UCEQX - Expense Ratio Comparison
AWAYX has a 0.40% expense ratio, which is higher than UCEQX's 0.09% expense ratio.
Return for Risk
AWAYX vs. UCEQX — Risk / Return Rank
AWAYX
UCEQX
AWAYX vs. UCEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Wealth Appreciation Strategy (AWAYX) and USAA Cornerstone Equity Fund (UCEQX). 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.
| AWAYX | UCEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.38 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.83 | 1.99 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.30 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 1.95 | -0.06 |
Martin ratioReturn relative to average drawdown | 8.25 | 9.45 | -1.20 |
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
| AWAYX | UCEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.38 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.61 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.63 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.63 | -0.21 |
Correlation
The correlation between AWAYX and UCEQX is 0.97, 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
AWAYX vs. UCEQX - Dividend Comparison
AWAYX's dividend yield for the trailing twelve months is around 7.49%, more than UCEQX's 5.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWAYX AB Wealth Appreciation Strategy | 7.49% | 7.36% | 5.97% | 2.54% | 7.90% | 9.02% | 3.05% | 4.11% | 3.94% | 7.73% | 6.17% | 1.87% |
UCEQX USAA Cornerstone Equity Fund | 5.12% | 5.08% | 2.56% | 5.10% | 6.80% | 4.61% | 8.25% | 4.79% | 6.73% | 1.91% | 3.16% | 3.63% |
Drawdowns
AWAYX vs. UCEQX - Drawdown Comparison
The maximum AWAYX drawdown since its inception was -60.32%, which is greater than UCEQX's maximum drawdown of -35.33%. Use the drawdown chart below to compare losses from any high point for AWAYX and UCEQX.
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Drawdown Indicators
| AWAYX | UCEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.32% | -35.33% | -24.99% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -11.75% | +0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -26.40% | -25.24% | -1.16% |
Max Drawdown (10Y)Largest decline over 10 years | -34.32% | -35.33% | +1.01% |
Current DrawdownCurrent decline from peak | -6.81% | -6.34% | -0.47% |
Average DrawdownAverage peak-to-trough decline | -9.80% | -4.92% | -4.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 2.43% | +0.25% |
Volatility
AWAYX vs. UCEQX - Volatility Comparison
AB Wealth Appreciation Strategy (AWAYX) and USAA Cornerstone Equity Fund (UCEQX) have volatilities of 6.21% and 5.93%, 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
| AWAYX | UCEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.21% | 5.93% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 10.71% | 9.65% | +1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.83% | 16.60% | +1.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.09% | 15.22% | +0.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.77% | 16.46% | +0.31% |