HWGIX vs. UCEQX
Compare and contrast key facts about Hotchkis & Wiley Global Value Fund (HWGIX) and USAA Cornerstone Equity Fund (UCEQX).
HWGIX is managed by Hotchkis & Wiley. It was launched on Dec 30, 2012. UCEQX is managed by Victory. It was launched on Jun 7, 2012.
Performance
HWGIX vs. UCEQX - Performance Comparison
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HWGIX vs. UCEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWGIX Hotchkis & Wiley Global Value Fund | -3.19% | 23.76% | 9.46% | 28.00% | -11.65% | 26.67% | -0.59% | 24.57% | -16.08% | 16.73% |
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, HWGIX achieves a -3.19% return, which is significantly lower than UCEQX's -0.78% return. Both investments have delivered pretty close results over the past 10 years, with HWGIX having a 10.10% annualized return and UCEQX not far ahead at 10.39%.
HWGIX
- 1D
- 2.02%
- 1M
- -5.60%
- YTD
- -3.19%
- 6M
- 0.49%
- 1Y
- 13.00%
- 3Y*
- 16.17%
- 5Y*
- 9.86%
- 10Y*
- 10.10%
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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HWGIX vs. UCEQX - Expense Ratio Comparison
HWGIX has a 0.95% expense ratio, which is higher than UCEQX's 0.09% expense ratio.
Return for Risk
HWGIX vs. UCEQX — Risk / Return Rank
HWGIX
UCEQX
HWGIX vs. UCEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Global Value Fund (HWGIX) 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.
| HWGIX | UCEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.38 | -0.61 |
Sortino ratioReturn per unit of downside risk | 1.18 | 1.99 | -0.81 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.30 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.95 | -0.90 |
Martin ratioReturn relative to average drawdown | 4.11 | 9.45 | -5.34 |
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
| HWGIX | UCEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.38 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.61 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.63 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.63 | -0.13 |
Correlation
The correlation between HWGIX and UCEQX is 0.87, 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
HWGIX vs. UCEQX - Dividend Comparison
HWGIX's dividend yield for the trailing twelve months is around 9.95%, more than UCEQX's 5.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWGIX Hotchkis & Wiley Global Value Fund | 9.95% | 9.63% | 15.10% | 11.01% | 3.92% | 0.68% | 1.49% | 2.56% | 10.34% | 5.50% | 0.80% | 7.06% |
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
HWGIX vs. UCEQX - Drawdown Comparison
The maximum HWGIX drawdown since its inception was -46.71%, which is greater than UCEQX's maximum drawdown of -35.33%. Use the drawdown chart below to compare losses from any high point for HWGIX and UCEQX.
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Drawdown Indicators
| HWGIX | UCEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.71% | -35.33% | -11.38% |
Max Drawdown (1Y)Largest decline over 1 year | -12.32% | -11.75% | -0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -28.63% | -25.24% | -3.39% |
Max Drawdown (10Y)Largest decline over 10 years | -46.71% | -35.33% | -11.38% |
Current DrawdownCurrent decline from peak | -7.89% | -6.34% | -1.55% |
Average DrawdownAverage peak-to-trough decline | -6.75% | -4.92% | -1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 2.43% | +0.73% |
Volatility
HWGIX vs. UCEQX - Volatility Comparison
The current volatility for Hotchkis & Wiley Global Value Fund (HWGIX) is 5.00%, while USAA Cornerstone Equity Fund (UCEQX) has a volatility of 5.93%. This indicates that HWGIX 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
| HWGIX | UCEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.00% | 5.93% | -0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 9.63% | 9.65% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.00% | 16.60% | +0.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 15.22% | +2.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.72% | 16.46% | +4.26% |