SGARX vs. UCEQX
SGARX (Virtus SGA Global Growth Fund) and UCEQX (USAA Cornerstone Equity Fund) are both Global Equities funds. Over the past 5 years, SGARX returned -0.01%/yr vs 11.02%/yr for UCEQX. Their correlation of 0.85 means they have usually moved in the same direction. SGARX charges 0.91%/yr vs 0.09%/yr for UCEQX.
Performance
SGARX vs. UCEQX - Performance Comparison
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Returns By Period
In the year-to-date period, SGARX achieves a -6.28% return, which is significantly lower than UCEQX's 14.16% return.
SGARX
- 1D
- 1.61%
- 1M
- -0.52%
- 6M
- -3.82%
- YTD
- -6.28%
- 1Y
- -6.13%
- 3Y*
- 4.28%
- 5Y*
- -0.01%
- 10Y*
- —
- ALL TIME*
- 6.72%
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 |
SGARX vs. UCEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SGARX Virtus SGA Global Growth Fund | -6.28% | 3.75% | 9.88% | 27.17% | -25.69% | 8.31% | 31.26% | 11.44% |
UCEQX USAA Cornerstone Equity Fund | 14.16% | 23.71% | 14.50% | 19.36% | -16.25% | 19.68% | 10.76% | 9.10% |
Correlation
The correlation between SGARX and UCEQX is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.76 |
Correlation (3Y) Balances recent behavior with more history. | 0.82 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
Correlation (All Time) Calculated using the full available price history since May 9, 2019 | 0.85 |
The correlation between SGARX and UCEQX has been stable across timeframes, ranging from 0.76 to 0.85 - a consistent structural relationship.
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Return for Risk
SGARX vs. UCEQX — Risk / Return Rank
SGARX
UCEQX
SGARX vs. UCEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus SGA Global Growth Fund (SGARX) 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.
| SGARX | UCEQX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.47 | ||
| Sortino ratioReturn per unit of downside risk | -3.32 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.34 | -0.43 |
| Calmar ratioReturn relative to maximum drawdown | -0.45 | 2.81 | -3.26 |
| Martin ratioReturn relative to average drawdown | -1.14 | 12.09 | -13.22 |
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Drawdowns
SGARX vs. UCEQX - Drawdown Comparison
The maximum SGARX drawdown since its inception was -37.07%, roughly equal to the maximum UCEQX drawdown of -35.33%. Use the drawdown chart below to compare losses from any high point for SGARX and UCEQX.
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Drawdown Indicators
| SGARX | UCEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.07% | -35.33% | -1.74% |
Max Drawdown (1Y)Largest decline over 1 year | -19.19% | -8.96% | -10.23% |
Max Drawdown (3Y)Largest decline over 3 years | -33.86% | -15.64% | -18.22% |
Max Drawdown (5Y)Largest decline over 5 years | -37.07% | -25.24% | -11.83% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.33% | — |
Current DrawdownCurrent decline from peak | -25.00% | -0.42% | -24.58% |
Average DrawdownAverage peak-to-trough decline | -13.27% | -4.83% | -8.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.66% | 2.08% | +5.58% |
Volatility
SGARX vs. UCEQX - Volatility Comparison
Virtus SGA Global Growth Fund (SGARX) has a higher volatility of 4.12% compared to USAA Cornerstone Equity Fund (UCEQX) at 3.40%. This indicates that SGARX'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
| SGARX | UCEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 3.40% | +0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 12.06% | 11.02% | +1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.93% | 13.32% | +1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.67% | 15.39% | +8.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.29% | 16.46% | +6.83% |
SGARX vs. UCEQX - Expense Ratio Comparison
SGARX has a 0.91% expense ratio, which is higher than UCEQX's 0.09% expense ratio.
Dividends
SGARX vs. UCEQX - Dividend Comparison
SGARX's dividend yield for the trailing twelve months is around 13.62%, more than UCEQX's 4.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGARX Virtus SGA Global Growth Fund | 13.62% | 12.76% | 25.64% | 0.00% | 2.52% | 6.86% | 3.18% | 0.05% | 0.00% | 0.00% | 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
SGARX and UCEQX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SGARX has higher volatility (4.12%) compared to UCEQX (3.40%). In terms of maximum drawdown, SGARX dropped -37.07% vs UCEQX's -35.33%.
UCEQX currently has the higher Sharpe Ratio (1.89 vs -0.58), 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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