DGSCX vs. UCEQX
DGSCX (Virtus Global Small-Cap Fund) and UCEQX (USAA Cornerstone Equity Fund) are both Global Equities funds. Over the past 10 years, DGSCX returned 7.55%/yr vs 11.39%/yr for UCEQX. Their correlation of 0.87 means they have usually moved in the same direction. DGSCX charges 1.28%/yr vs 0.09%/yr for UCEQX.
Performance
DGSCX vs. UCEQX - Performance Comparison
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Returns By Period
In the year-to-date period, DGSCX achieves a 5.97% return, which is significantly lower than UCEQX's 14.40% return. Over the past 10 years, DGSCX has underperformed UCEQX with an annualized return of 7.55%, while UCEQX has yielded a comparatively higher 11.39% annualized return.
DGSCX
- 1D
- -0.23%
- 1M
- 0.00%
- 6M
- 0.84%
- YTD
- 5.97%
- 1Y
- -0.62%
- 3Y*
- 7.12%
- 5Y*
- 1.58%
- 10Y*
- 7.55%
- ALL TIME*
- 8.15%
UCEQX
- 1D
- 0.21%
- 1M
- 0.99%
- 6M
- 10.27%
- YTD
- 14.40%
- 1Y
- 27.50%
- 3Y*
- 19.34%
- 5Y*
- 11.07%
- 10Y*
- 11.39%
- ALL TIME*
- 10.60%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
DGSCX vs. UCEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DGSCX Virtus Global Small-Cap Fund | 5.97% | -0.96% | 9.71% | 24.03% | -24.11% | 11.23% | 29.79% | 23.02% | -16.82% | 26.86% |
UCEQX USAA Cornerstone Equity Fund | 14.40% | 23.71% | 14.50% | 19.36% | -16.25% | 19.68% | 10.76% | 22.49% | -12.06% | 22.59% |
Correlation
The correlation between DGSCX and UCEQX is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.60 |
Correlation (3Y) Balances recent behavior with more history. | 0.73 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.81 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Jun 13, 2012 | 0.87 |
Over the past year, the correlation between DGSCX and UCEQX has dropped to 0.60 - well below their long-term average of 0.87, suggesting their price drivers have been diverging.
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Return for Risk
DGSCX vs. UCEQX — Risk / Return Rank
DGSCX
UCEQX
DGSCX vs. UCEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Global Small-Cap Fund (DGSCX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DGSCX | UCEQX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.12 | ||
| Sortino ratioReturn per unit of downside risk | -2.84 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.36 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.10 | 2.94 | -3.04 |
| Martin ratioReturn relative to average drawdown | -0.22 | 12.65 | -12.87 |
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Drawdowns
DGSCX vs. UCEQX - Drawdown Comparison
The maximum DGSCX drawdown since its inception was -68.18%, which is greater than UCEQX's maximum drawdown of -35.33%. Use the drawdown chart below to compare losses from any high point for DGSCX and UCEQX.
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Drawdown Indicators
| DGSCX | UCEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.18% | -35.33% | -32.85% |
Max Drawdown (1Y)Largest decline over 1 year | -16.85% | -8.96% | -7.89% |
Max Drawdown (3Y)Largest decline over 3 years | -18.04% | -15.64% | -2.40% |
Max Drawdown (5Y)Largest decline over 5 years | -37.49% | -25.24% | -12.25% |
Max Drawdown (10Y)Largest decline over 10 years | -40.29% | -35.33% | -4.96% |
Current DrawdownCurrent decline from peak | -5.45% | -0.21% | -5.24% |
Average DrawdownAverage peak-to-trough decline | -19.61% | -4.83% | -14.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.93% | 2.08% | +5.85% |
Volatility
DGSCX vs. UCEQX - Volatility Comparison
The current volatility for Virtus Global Small-Cap Fund (DGSCX) is 2.94%, while USAA Cornerstone Equity Fund (UCEQX) has a volatility of 3.35%. This indicates that DGSCX 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
| DGSCX | UCEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 3.35% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 9.86% | 11.02% | -1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.53% | 13.31% | -0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 15.38% | +2.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.13% | 16.46% | +2.67% |
DGSCX vs. UCEQX - Expense Ratio Comparison
DGSCX has a 1.28% expense ratio, which is higher than UCEQX's 0.09% expense ratio.
Dividends
DGSCX vs. UCEQX - Dividend Comparison
DGSCX's dividend yield for the trailing twelve months is around 4.35%, less than UCEQX's 4.44% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGSCX Virtus Global Small-Cap Fund | 4.35% | 4.61% | 14.50% | 0.84% | 2.64% | 30.56% | 4.16% | 7.03% | 21.96% | 7.99% | 0.00% | 0.00% |
UCEQX USAA Cornerstone Equity Fund | 4.44% | 5.08% | 2.56% | 5.10% | 6.80% | 4.61% | 8.25% | 4.79% | 6.73% | 1.91% | 3.16% | 3.63% |
Frequently Asked Questions
DGSCX and UCEQX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UCEQX has higher volatility (3.35%) compared to DGSCX (2.94%). In terms of maximum drawdown, DGSCX dropped -68.18% vs UCEQX's -35.33%.
UCEQX currently has the higher Sharpe Ratio (1.98 vs -0.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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