OIDAX vs. UCEQX
Compare and contrast key facts about Invesco International Diversified Fund Class A (OIDAX) and USAA Cornerstone Equity Fund (UCEQX).
OIDAX is managed by Invesco. It was launched on Sep 27, 2005. UCEQX is managed by Victory. It was launched on Jun 7, 2012.
Performance
OIDAX vs. UCEQX - Performance Comparison
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OIDAX vs. UCEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OIDAX Invesco International Diversified Fund Class A | -3.46% | 21.42% | -2.54% | 15.42% | -25.22% | 4.01% | 20.55% | 24.60% | -14.62% | 32.40% |
UCEQX USAA Cornerstone Equity Fund | -3.55% | 23.71% | 14.50% | 19.36% | -16.25% | 19.68% | 10.76% | 22.49% | -12.06% | 22.59% |
Returns By Period
The year-to-date returns for both stocks are quite close, with OIDAX having a -3.46% return and UCEQX slightly lower at -3.55%. Over the past 10 years, OIDAX has underperformed UCEQX with an annualized return of 5.77%, while UCEQX has yielded a comparatively higher 10.08% annualized return.
OIDAX
- 1D
- 0.00%
- 1M
- -10.90%
- YTD
- -3.46%
- 6M
- 0.23%
- 1Y
- 15.30%
- 3Y*
- 6.35%
- 5Y*
- 0.54%
- 10Y*
- 5.77%
UCEQX
- 1D
- -0.40%
- 1M
- -8.54%
- YTD
- -3.55%
- 6M
- -0.33%
- 1Y
- 19.45%
- 3Y*
- 15.80%
- 5Y*
- 8.86%
- 10Y*
- 10.08%
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OIDAX vs. UCEQX - Expense Ratio Comparison
OIDAX has a 0.42% expense ratio, which is higher than UCEQX's 0.09% expense ratio.
Return for Risk
OIDAX vs. UCEQX — Risk / Return Rank
OIDAX
UCEQX
OIDAX vs. UCEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco International Diversified Fund Class A (OIDAX) 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.
| OIDAX | UCEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.20 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.43 | 1.74 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.26 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 1.50 | -0.76 |
Martin ratioReturn relative to average drawdown | 3.08 | 7.36 | -4.28 |
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
| OIDAX | UCEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.20 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.59 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.62 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.62 | -0.30 |
Correlation
The correlation between OIDAX and UCEQX is 0.88, 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
OIDAX vs. UCEQX - Dividend Comparison
OIDAX's dividend yield for the trailing twelve months is around 37.11%, more than UCEQX's 5.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OIDAX Invesco International Diversified Fund Class A | 37.11% | 35.83% | 4.92% | 0.38% | 14.78% | 7.92% | 1.12% | 2.15% | 0.82% | 0.38% | 0.41% | 0.96% |
UCEQX USAA Cornerstone Equity Fund | 5.26% | 5.08% | 2.56% | 5.10% | 6.80% | 4.61% | 8.25% | 4.79% | 6.73% | 1.91% | 3.16% | 3.63% |
Drawdowns
OIDAX vs. UCEQX - Drawdown Comparison
The maximum OIDAX drawdown since its inception was -58.55%, which is greater than UCEQX's maximum drawdown of -35.33%. Use the drawdown chart below to compare losses from any high point for OIDAX and UCEQX.
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Drawdown Indicators
| OIDAX | UCEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.55% | -35.33% | -23.22% |
Max Drawdown (1Y)Largest decline over 1 year | -11.08% | -11.75% | +0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -38.09% | -25.24% | -12.85% |
Max Drawdown (10Y)Largest decline over 10 years | -38.09% | -35.33% | -2.76% |
Current DrawdownCurrent decline from peak | -11.08% | -8.96% | -2.12% |
Average DrawdownAverage peak-to-trough decline | -12.59% | -4.92% | -7.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 2.40% | +0.79% |
Volatility
OIDAX vs. UCEQX - Volatility Comparison
Invesco International Diversified Fund Class A (OIDAX) has a higher volatility of 6.63% compared to USAA Cornerstone Equity Fund (UCEQX) at 4.96%. This indicates that OIDAX'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
| OIDAX | UCEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.63% | 4.96% | +1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 10.76% | 9.23% | +1.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.42% | 16.40% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.37% | 15.17% | +1.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.42% | 16.44% | -0.02% |