UCEQX vs. MFWIX
Compare and contrast key facts about USAA Cornerstone Equity Fund (UCEQX) and MFS Global Total Return Fund Class I (MFWIX).
UCEQX is managed by Victory. It was launched on Jun 7, 2012. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
UCEQX vs. MFWIX - Performance Comparison
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UCEQX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
MFWIX MFS Global Total Return Fund Class I | -0.47% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 18.49% | -6.96% | 15.00% |
Returns By Period
In the year-to-date period, UCEQX achieves a -3.55% return, which is significantly lower than MFWIX's -0.47% return. Over the past 10 years, UCEQX has outperformed MFWIX with an annualized return of 10.08%, while MFWIX has yielded a comparatively lower 6.19% annualized return.
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%
MFWIX
- 1D
- 0.24%
- 1M
- -6.50%
- YTD
- -0.47%
- 6M
- 2.00%
- 1Y
- 11.28%
- 3Y*
- 8.88%
- 5Y*
- 4.75%
- 10Y*
- 6.19%
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UCEQX vs. MFWIX - Expense Ratio Comparison
UCEQX has a 0.09% expense ratio, which is lower than MFWIX's 0.84% expense ratio.
Return for Risk
UCEQX vs. MFWIX — Risk / Return Rank
UCEQX
MFWIX
UCEQX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Cornerstone Equity Fund (UCEQX) and MFS Global Total Return Fund Class I (MFWIX). 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 | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.29 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.77 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.25 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 1.59 | -0.09 |
Martin ratioReturn relative to average drawdown | 7.36 | 6.26 | +1.10 |
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 | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.29 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.52 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.65 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.71 | -0.09 |
Correlation
The correlation between UCEQX and MFWIX is 0.89, 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. MFWIX - Dividend Comparison
UCEQX's dividend yield for the trailing twelve months is around 5.26%, less than MFWIX's 8.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
MFWIX MFS Global Total Return Fund Class I | 8.81% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
UCEQX vs. MFWIX - Drawdown Comparison
The maximum UCEQX drawdown since its inception was -35.33%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for UCEQX and MFWIX.
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Drawdown Indicators
| UCEQX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.33% | -33.01% | -2.32% |
Max Drawdown (1Y)Largest decline over 1 year | -11.75% | -6.85% | -4.90% |
Max Drawdown (5Y)Largest decline over 5 years | -25.24% | -20.22% | -5.02% |
Max Drawdown (10Y)Largest decline over 10 years | -35.33% | -23.36% | -11.97% |
Current DrawdownCurrent decline from peak | -8.96% | -6.50% | -2.46% |
Average DrawdownAverage peak-to-trough decline | -4.92% | -3.83% | -1.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 1.74% | +0.66% |
Volatility
UCEQX vs. MFWIX - Volatility Comparison
USAA Cornerstone Equity Fund (UCEQX) has a higher volatility of 4.96% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that UCEQX's price experiences larger fluctuations and is considered to be riskier than MFWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UCEQX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.96% | 3.04% | +1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 9.23% | 5.25% | +3.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 8.85% | +7.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.17% | 9.09% | +6.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.44% | 9.60% | +6.84% |