FIQOX vs. UCEQX
Compare and contrast key facts about Fidelity Advisor Worldwide Fund Class Z (FIQOX) and USAA Cornerstone Equity Fund (UCEQX).
FIQOX is managed by Fidelity. It was launched on Oct 2, 2018. UCEQX is managed by Victory. It was launched on Jun 7, 2012.
Performance
FIQOX vs. UCEQX - Performance Comparison
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FIQOX vs. UCEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIQOX Fidelity Advisor Worldwide Fund Class Z | -3.07% | 16.27% | 46.05% | 25.10% | -25.64% | 18.58% | 31.08% | 29.13% | -10.40% |
UCEQX USAA Cornerstone Equity Fund | -0.78% | 23.71% | 14.50% | 19.36% | -16.25% | 19.68% | 10.76% | 22.49% | -8.90% |
Returns By Period
In the year-to-date period, FIQOX achieves a -3.07% return, which is significantly lower than UCEQX's -0.78% return.
FIQOX
- 1D
- 4.03%
- 1M
- -6.03%
- YTD
- -3.07%
- 6M
- -1.84%
- 1Y
- 21.79%
- 3Y*
- 24.42%
- 5Y*
- 11.83%
- 10Y*
- —
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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FIQOX vs. UCEQX - Expense Ratio Comparison
FIQOX has a 0.90% expense ratio, which is higher than UCEQX's 0.09% expense ratio.
Return for Risk
FIQOX vs. UCEQX — Risk / Return Rank
FIQOX
UCEQX
FIQOX vs. UCEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Worldwide Fund Class Z (FIQOX) 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.
| FIQOX | UCEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.38 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.63 | 1.99 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.30 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 1.95 | -0.08 |
Martin ratioReturn relative to average drawdown | 7.24 | 9.45 | -2.22 |
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
| FIQOX | UCEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.38 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.61 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.63 | +0.06 |
Correlation
The correlation between FIQOX and UCEQX is 0.91, 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
FIQOX vs. UCEQX - Dividend Comparison
FIQOX's dividend yield for the trailing twelve months is around 11.97%, more than UCEQX's 5.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIQOX Fidelity Advisor Worldwide Fund Class Z | 11.97% | 11.60% | 26.02% | 1.10% | 6.51% | 12.99% | 8.23% | 5.09% | 9.32% | 0.00% | 0.00% | 0.00% |
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
FIQOX vs. UCEQX - Drawdown Comparison
The maximum FIQOX drawdown since its inception was -33.64%, roughly equal to the maximum UCEQX drawdown of -35.33%. Use the drawdown chart below to compare losses from any high point for FIQOX and UCEQX.
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Drawdown Indicators
| FIQOX | UCEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.64% | -35.33% | +1.69% |
Max Drawdown (1Y)Largest decline over 1 year | -11.74% | -11.75% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -33.64% | -25.24% | -8.40% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.33% | — |
Current DrawdownCurrent decline from peak | -8.18% | -6.34% | -1.84% |
Average DrawdownAverage peak-to-trough decline | -8.01% | -4.92% | -3.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 2.43% | +0.61% |
Volatility
FIQOX vs. UCEQX - Volatility Comparison
Fidelity Advisor Worldwide Fund Class Z (FIQOX) has a higher volatility of 8.18% compared to USAA Cornerstone Equity Fund (UCEQX) at 5.93%. This indicates that FIQOX's price experiences larger fluctuations and is considered to be riskier 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
| FIQOX | UCEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.18% | 5.93% | +2.25% |
Volatility (6M)Calculated over the trailing 6-month period | 13.48% | 9.65% | +3.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.28% | 16.60% | +3.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.85% | 15.22% | +4.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.18% | 16.46% | +4.72% |