UCEQX vs. CSUAX
UCEQX (USAA Cornerstone Equity Fund) and CSUAX (Cohen & Steers Global Infrastructure Fund Class A) are both Global Equities funds. Over the past 10 years, UCEQX returned 11.68%/yr vs 7.32%/yr for CSUAX. A 0.69 correlation means they provide meaningful diversification when combined. UCEQX charges 0.09%/yr vs 1.22%/yr for CSUAX.
Performance
UCEQX vs. CSUAX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, UCEQX achieves a 13.77% return, which is significantly higher than CSUAX's 9.88% return. Over the past 10 years, UCEQX has outperformed CSUAX with an annualized return of 11.68%, while CSUAX has yielded a comparatively lower 7.32% annualized return.
UCEQX
- 1D
- 0.99%
- 1M
- 2.19%
- YTD
- 13.77%
- 6M
- 13.28%
- 1Y
- 30.71%
- 3Y*
- 20.26%
- 5Y*
- 11.57%
- 10Y*
- 11.68%
CSUAX
- 1D
- 0.19%
- 1M
- -1.85%
- YTD
- 9.88%
- 6M
- 10.52%
- 1Y
- 17.84%
- 3Y*
- 10.99%
- 5Y*
- 7.05%
- 10Y*
- 7.32%
UCEQX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UCEQX USAA Cornerstone Equity Fund | 13.77% | 23.71% | 14.50% | 19.36% | -16.25% | 19.68% | 10.76% | 22.49% | -12.06% | 22.59% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 9.88% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Correlation
The correlation between UCEQX and CSUAX is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Jun 13, 2012 | 0.69 |
Over the past year, the correlation between UCEQX and CSUAX has dropped to 0.34 - well below their long-term average of 0.69, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
UCEQX vs. CSUAX — Risk / Return Rank
UCEQX
CSUAX
UCEQX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Cornerstone Equity Fund (UCEQX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). 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.
| UCEQX | CSUAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.48 | ||
| Sortino ratioReturn per unit of downside risk | +0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.33 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 3.05 | +0.34 |
| Martin ratioReturn relative to average drawdown | 14.81 | 9.69 | +5.11 |
Loading charts...
Drawdowns
UCEQX vs. CSUAX - Drawdown Comparison
The maximum UCEQX drawdown since its inception was -35.33%, smaller than the maximum CSUAX drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for UCEQX and CSUAX.
Loading charts...
Drawdown Indicators
| UCEQX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.33% | -52.20% | +16.87% |
Max Drawdown (1Y)Largest decline over 1 year | -8.96% | -5.99% | -2.97% |
Max Drawdown (3Y)Largest decline over 3 years | -15.64% | -14.95% | -0.69% |
Max Drawdown (5Y)Largest decline over 5 years | -25.24% | -20.45% | -4.79% |
Max Drawdown (10Y)Largest decline over 10 years | -35.33% | -35.05% | -0.28% |
Current DrawdownCurrent decline from peak | -0.76% | -3.03% | +2.27% |
Average DrawdownAverage peak-to-trough decline | -4.86% | -8.43% | +3.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 1.87% | +0.17% |
Volatility
UCEQX vs. CSUAX - Volatility Comparison
USAA Cornerstone Equity Fund (UCEQX) has a higher volatility of 5.29% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.40%. This indicates that UCEQX's price experiences larger fluctuations and is considered to be riskier than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| UCEQX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 3.40% | +1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 10.72% | 7.99% | +2.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.00% | 9.86% | +3.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 12.99% | +2.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.55% | 14.92% | +1.63% |
UCEQX vs. CSUAX - Expense Ratio Comparison
UCEQX has a 0.09% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Dividends
UCEQX vs. CSUAX - Dividend Comparison
UCEQX's dividend yield for the trailing twelve months is around 4.46%, less than CSUAX's 7.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.36% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
UCEQX USAA Cornerstone Equity Fund | 4.46% | 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
UCEQX and CSUAX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UCEQX has higher volatility (5.29%) compared to CSUAX (3.40%). In terms of maximum drawdown, UCEQX dropped -35.33% vs CSUAX's -52.20%.
UCEQX currently has the higher Sharpe Ratio (2.33 vs 1.85), 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.
Find the right allocation for UCEQX and CSUAX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer