SCGVX vs. UCEQX
SCGVX (Sands Capital Global Growth Fund) and UCEQX (USAA Cornerstone Equity Fund) are both Global Equities funds. Over the past 10 years, SCGVX returned 9.66%/yr vs 11.28%/yr for UCEQX. Their correlation of 0.82 means they have usually moved in the same direction. SCGVX charges 1.15%/yr vs 0.09%/yr for UCEQX.
Performance
SCGVX vs. UCEQX - Performance Comparison
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Returns By Period
In the year-to-date period, SCGVX achieves a -1.81% return, which is significantly lower than UCEQX's 14.16% return. Over the past 10 years, SCGVX has underperformed UCEQX with an annualized return of 9.66%, while UCEQX has yielded a comparatively higher 11.28% annualized return.
SCGVX
- 1D
- 2.31%
- 1M
- -4.19%
- 6M
- 1.92%
- YTD
- -1.81%
- 1Y
- -1.27%
- 3Y*
- 9.36%
- 5Y*
- -1.87%
- 10Y*
- 9.66%
- ALL TIME*
- 9.38%
UCEQX
- 1D
- 1.69%
- 1M
- 0.77%
- 6M
- 10.61%
- YTD
- 14.16%
- 1Y
- 27.23%
- 3Y*
- 19.03%
- 5Y*
- 11.02%
- 10Y*
- 11.28%
- ALL TIME*
- 10.58%
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 |
SCGVX vs. UCEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCGVX Sands Capital Global Growth Fund | -1.81% | 10.68% | 15.64% | 31.49% | -43.49% | 9.56% | 49.33% | 29.89% | -2.97% | 38.38% |
UCEQX USAA Cornerstone Equity Fund | 14.16% | 23.71% | 14.50% | 19.36% | -16.25% | 19.68% | 10.76% | 22.49% | -12.06% | 22.59% |
Correlation
The correlation between SCGVX and UCEQX is 0.83, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.83 |
Correlation (3Y) Balances recent behavior with more history. | 0.81 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.81 |
Correlation (All Time) Calculated using the full available price history since Jun 13, 2012 | 0.82 |
The correlation between SCGVX and UCEQX has been stable across timeframes, ranging from 0.81 to 0.83 - a consistent structural relationship.
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Return for Risk
SCGVX vs. UCEQX — Risk / Return Rank
SCGVX
UCEQX
SCGVX vs. UCEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sands Capital Global Growth Fund (SCGVX) 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.
| SCGVX | UCEQX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.08 | ||
| Sortino ratioReturn per unit of downside risk | -2.75 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.34 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.17 | 2.81 | -2.98 |
| Martin ratioReturn relative to average drawdown | -0.50 | 12.09 | -12.59 |
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Drawdowns
SCGVX vs. UCEQX - Drawdown Comparison
The maximum SCGVX drawdown since its inception was -53.96%, which is greater than UCEQX's maximum drawdown of -35.33%. Use the drawdown chart below to compare losses from any high point for SCGVX and UCEQX.
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Drawdown Indicators
| SCGVX | UCEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.96% | -35.33% | -18.63% |
Max Drawdown (1Y)Largest decline over 1 year | -21.39% | -8.96% | -12.43% |
Max Drawdown (3Y)Largest decline over 3 years | -23.07% | -15.64% | -7.43% |
Max Drawdown (5Y)Largest decline over 5 years | -53.96% | -25.24% | -28.72% |
Max Drawdown (10Y)Largest decline over 10 years | -53.96% | -35.33% | -18.63% |
Current DrawdownCurrent decline from peak | -17.06% | -0.42% | -16.64% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -4.83% | -7.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.42% | 2.08% | +5.34% |
Volatility
SCGVX vs. UCEQX - Volatility Comparison
Sands Capital Global Growth Fund (SCGVX) has a higher volatility of 5.84% compared to USAA Cornerstone Equity Fund (UCEQX) at 3.40%. This indicates that SCGVX'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
| SCGVX | UCEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 3.40% | +2.44% |
Volatility (6M)Calculated over the trailing 6-month period | 17.10% | 11.02% | +6.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.11% | 13.32% | +6.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.90% | 15.39% | +10.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.10% | 16.46% | +6.64% |
SCGVX vs. UCEQX - Expense Ratio Comparison
SCGVX has a 1.15% expense ratio, which is higher than UCEQX's 0.09% expense ratio.
Dividends
SCGVX vs. UCEQX - Dividend Comparison
SCGVX's dividend yield for the trailing twelve months is around 47.43%, more than UCEQX's 4.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCGVX Sands Capital Global Growth Fund | 47.43% | 46.57% | 9.14% | 0.00% | 0.00% | 13.05% | 3.34% | 5.97% | 9.05% | 0.23% | 0.00% | 0.00% |
UCEQX USAA Cornerstone Equity Fund | 4.45% | 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
SCGVX and UCEQX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCGVX has higher volatility (5.84%) compared to UCEQX (3.40%). In terms of maximum drawdown, SCGVX dropped -53.96% vs UCEQX's -35.33%.
UCEQX currently has the higher Sharpe Ratio (1.89 vs -0.19), 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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