BCGDX vs. UCEQX
Compare and contrast key facts about Blue Current Global Dividend Fund (BCGDX) and USAA Cornerstone Equity Fund (UCEQX).
BCGDX is managed by Blue Current Funds. It was launched on Sep 17, 2014. UCEQX is managed by Victory. It was launched on Jun 7, 2012.
Performance
BCGDX vs. UCEQX - Performance Comparison
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BCGDX vs. UCEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCGDX Blue Current Global Dividend Fund | -0.31% | 30.23% | 16.71% | 14.46% | -8.62% | 18.78% | 7.06% | 26.17% | -12.14% | 18.97% |
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, BCGDX achieves a -0.31% return, which is significantly higher than UCEQX's -0.78% return. Both investments have delivered pretty close results over the past 10 years, with BCGDX having a 10.89% annualized return and UCEQX not far behind at 10.39%.
BCGDX
- 1D
- 1.96%
- 1M
- -5.64%
- YTD
- -0.31%
- 6M
- 4.75%
- 1Y
- 22.83%
- 3Y*
- 18.17%
- 5Y*
- 11.93%
- 10Y*
- 10.89%
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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BCGDX vs. UCEQX - Expense Ratio Comparison
BCGDX has a 0.99% expense ratio, which is higher than UCEQX's 0.09% expense ratio.
Return for Risk
BCGDX vs. UCEQX — Risk / Return Rank
BCGDX
UCEQX
BCGDX vs. UCEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Blue Current Global Dividend Fund (BCGDX) 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.
| BCGDX | UCEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.69 | 1.38 | +0.31 |
Sortino ratioReturn per unit of downside risk | 2.33 | 1.99 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.30 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.37 | 1.95 | +0.41 |
Martin ratioReturn relative to average drawdown | 10.24 | 9.45 | +0.78 |
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
| BCGDX | UCEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.69 | 1.38 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.61 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.63 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.63 | -0.01 |
Correlation
The correlation between BCGDX and UCEQX is 0.92, 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
BCGDX vs. UCEQX - Dividend Comparison
BCGDX's dividend yield for the trailing twelve months is around 4.49%, less than UCEQX's 5.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCGDX Blue Current Global Dividend Fund | 4.49% | 4.77% | 4.23% | 1.84% | 5.11% | 8.48% | 1.45% | 2.24% | 1.53% | 3.44% | 1.99% | 1.68% |
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
BCGDX vs. UCEQX - Drawdown Comparison
The maximum BCGDX drawdown since its inception was -35.90%, roughly equal to the maximum UCEQX drawdown of -35.33%. Use the drawdown chart below to compare losses from any high point for BCGDX and UCEQX.
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Drawdown Indicators
| BCGDX | UCEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.90% | -35.33% | -0.57% |
Max Drawdown (1Y)Largest decline over 1 year | -9.96% | -11.75% | +1.79% |
Max Drawdown (5Y)Largest decline over 5 years | -21.01% | -25.24% | +4.23% |
Max Drawdown (10Y)Largest decline over 10 years | -35.90% | -35.33% | -0.57% |
Current DrawdownCurrent decline from peak | -6.91% | -6.34% | -0.57% |
Average DrawdownAverage peak-to-trough decline | -4.32% | -4.92% | +0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 2.43% | -0.13% |
Volatility
BCGDX vs. UCEQX - Volatility Comparison
The current volatility for Blue Current Global Dividend Fund (BCGDX) is 4.83%, while USAA Cornerstone Equity Fund (UCEQX) has a volatility of 5.93%. This indicates that BCGDX experiences smaller price fluctuations and is considered to be less risky than UCEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BCGDX | UCEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.83% | 5.93% | -1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 8.12% | 9.65% | -1.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.61% | 16.60% | -2.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.18% | 15.22% | -2.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.87% | 16.46% | -0.59% |