UCEQX vs. GAOAX
Compare and contrast key facts about USAA Cornerstone Equity Fund (UCEQX) and JPMorgan Global Allocation Fund A (GAOAX).
UCEQX is managed by Victory. It was launched on Jun 7, 2012. GAOAX is managed by JPMorgan. It was launched on May 31, 2011.
Performance
UCEQX vs. GAOAX - Performance Comparison
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UCEQX vs. GAOAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
GAOAX JPMorgan Global Allocation Fund A | -3.89% | 14.68% | 7.91% | 12.69% | -18.74% | 3.60% | 15.29% | 15.95% | -6.07% | 16.82% |
Returns By Period
In the year-to-date period, UCEQX achieves a -0.78% return, which is significantly higher than GAOAX's -3.89% return. Over the past 10 years, UCEQX has outperformed GAOAX with an annualized return of 10.39%, while GAOAX has yielded a comparatively lower 5.74% annualized return.
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%
GAOAX
- 1D
- 1.47%
- 1M
- -6.40%
- YTD
- -3.89%
- 6M
- -2.79%
- 1Y
- 9.60%
- 3Y*
- 8.41%
- 5Y*
- 1.86%
- 10Y*
- 5.74%
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UCEQX vs. GAOAX - Expense Ratio Comparison
UCEQX has a 0.09% expense ratio, which is lower than GAOAX's 1.04% expense ratio.
Return for Risk
UCEQX vs. GAOAX — Risk / Return Rank
UCEQX
GAOAX
UCEQX vs. GAOAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Cornerstone Equity Fund (UCEQX) and JPMorgan Global Allocation Fund A (GAOAX). 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.
| UCEQX | GAOAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 0.86 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.24 | +0.75 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.17 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 1.10 | +0.85 |
Martin ratioReturn relative to average drawdown | 9.45 | 4.47 | +4.98 |
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
| UCEQX | GAOAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 0.86 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.17 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.53 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.54 | +0.09 |
Correlation
The correlation between UCEQX and GAOAX 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
UCEQX vs. GAOAX - Dividend Comparison
UCEQX's dividend yield for the trailing twelve months is around 5.12%, less than GAOAX's 10.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
GAOAX JPMorgan Global Allocation Fund A | 10.04% | 10.15% | 2.34% | 0.00% | 4.62% | 4.61% | 1.54% | 2.43% | 2.52% | 2.95% | 2.59% | 0.96% |
Drawdowns
UCEQX vs. GAOAX - Drawdown Comparison
The maximum UCEQX drawdown since its inception was -35.33%, which is greater than GAOAX's maximum drawdown of -29.02%. Use the drawdown chart below to compare losses from any high point for UCEQX and GAOAX.
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Drawdown Indicators
| UCEQX | GAOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.33% | -29.02% | -6.31% |
Max Drawdown (1Y)Largest decline over 1 year | -11.75% | -8.95% | -2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -25.24% | -29.02% | +3.78% |
Max Drawdown (10Y)Largest decline over 10 years | -35.33% | -29.02% | -6.31% |
Current DrawdownCurrent decline from peak | -6.34% | -7.61% | +1.27% |
Average DrawdownAverage peak-to-trough decline | -4.92% | -6.01% | +1.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 2.20% | +0.23% |
Volatility
UCEQX vs. GAOAX - Volatility Comparison
USAA Cornerstone Equity Fund (UCEQX) has a higher volatility of 5.93% compared to JPMorgan Global Allocation Fund A (GAOAX) at 4.98%. This indicates that UCEQX's price experiences larger fluctuations and is considered to be riskier than GAOAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UCEQX | GAOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.93% | 4.98% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 9.65% | 7.55% | +2.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.60% | 11.53% | +5.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.22% | 11.03% | +4.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.46% | 10.81% | +5.65% |