JAWGX vs. UCEQX
Compare and contrast key facts about Janus Henderson VIT Global Research Portfolio (JAWGX) and USAA Cornerstone Equity Fund (UCEQX).
JAWGX is managed by Janus Henderson. It was launched on Sep 12, 1993. UCEQX is managed by Victory. It was launched on Jun 7, 2012.
Performance
JAWGX vs. UCEQX - Performance Comparison
Loading graphics...
JAWGX vs. UCEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JAWGX Janus Henderson VIT Global Research Portfolio | -5.17% | 20.97% | 23.56% | 26.77% | -19.21% | 18.12% | 19.64% | 29.06% | -6.86% | 27.03% |
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, JAWGX achieves a -5.17% return, which is significantly lower than UCEQX's -0.78% return. Over the past 10 years, JAWGX has outperformed UCEQX with an annualized return of 12.64%, while UCEQX has yielded a comparatively lower 10.39% annualized return.
JAWGX
- 1D
- 3.03%
- 1M
- -6.02%
- YTD
- -5.17%
- 6M
- -3.47%
- 1Y
- 15.83%
- 3Y*
- 18.26%
- 5Y*
- 10.38%
- 10Y*
- 12.64%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JAWGX vs. UCEQX - Expense Ratio Comparison
JAWGX has a 0.64% expense ratio, which is higher than UCEQX's 0.09% expense ratio.
Return for Risk
JAWGX vs. UCEQX — Risk / Return Rank
JAWGX
UCEQX
JAWGX vs. UCEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson VIT Global Research Portfolio (JAWGX) 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.
| JAWGX | UCEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.38 | -0.45 |
Sortino ratioReturn per unit of downside risk | 1.43 | 1.99 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.30 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.95 | -0.53 |
Martin ratioReturn relative to average drawdown | 6.11 | 9.45 | -3.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JAWGX | UCEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.38 | -0.45 |
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 | 0.71 | 0.63 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.63 | -0.14 |
Correlation
The correlation between JAWGX and UCEQX is 0.95, 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
JAWGX vs. UCEQX - Dividend Comparison
JAWGX's dividend yield for the trailing twelve months is around 9.74%, more than UCEQX's 5.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAWGX Janus Henderson VIT Global Research Portfolio | 9.74% | 9.24% | 3.81% | 3.46% | 14.54% | 5.09% | 5.34% | 6.73% | 1.27% | 0.75% | 1.06% | 0.69% |
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
JAWGX vs. UCEQX - Drawdown Comparison
The maximum JAWGX drawdown since its inception was -70.46%, which is greater than UCEQX's maximum drawdown of -35.33%. Use the drawdown chart below to compare losses from any high point for JAWGX and UCEQX.
Loading graphics...
Drawdown Indicators
| JAWGX | UCEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.46% | -35.33% | -35.13% |
Max Drawdown (1Y)Largest decline over 1 year | -11.44% | -11.75% | +0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -28.58% | -25.24% | -3.34% |
Max Drawdown (10Y)Largest decline over 10 years | -34.80% | -35.33% | +0.53% |
Current DrawdownCurrent decline from peak | -8.05% | -6.34% | -1.71% |
Average DrawdownAverage peak-to-trough decline | -22.25% | -4.92% | -17.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 2.43% | +0.24% |
Volatility
JAWGX vs. UCEQX - Volatility Comparison
Janus Henderson VIT Global Research Portfolio (JAWGX) and USAA Cornerstone Equity Fund (UCEQX) have volatilities of 5.99% 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.
Loading graphics...
Volatility by Period
| JAWGX | UCEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.99% | 5.93% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 9.65% | +0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.60% | 16.60% | +1.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.37% | 15.22% | +2.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.96% | 16.46% | +1.50% |