UCEQX vs. URFRX
Compare and contrast key facts about USAA Cornerstone Equity Fund (UCEQX) and USAA Target Retirement 2040 Fund (URFRX).
UCEQX is managed by Victory Capital. It was launched on Jun 7, 2012. URFRX is managed by Victory Capital. It was launched on Jul 30, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UCEQX or URFRX.
Key characteristics
| UCEQX | URFRX | |
|---|---|---|
| YTD Return | 17.65% | 14.00% |
| 1Y Return | 24.94% | 21.64% |
| 3Y Return (Ann) | 2.25% | 0.19% |
| 5Y Return (Ann) | 6.23% | 2.78% |
| 10Y Return (Ann) | 5.28% | 2.67% |
| Sharpe Ratio | 2.12 | 2.30 |
| Sortino Ratio | 2.85 | 3.21 |
| Omega Ratio | 1.39 | 1.43 |
| Calmar Ratio | 1.72 | 1.25 |
| Martin Ratio | 13.17 | 15.03 |
| Ulcer Index | 1.90% | 1.45% |
| Daily Std Dev | 11.83% | 9.44% |
| Max Drawdown | -38.00% | -38.72% |
| Current Drawdown | -1.13% | -0.86% |
Correlation
The correlation between UCEQX and URFRX is 0.99, 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.
Performance
UCEQX vs. URFRX - Performance Comparison
In the year-to-date period, UCEQX achieves a 17.65% return, which is significantly higher than URFRX's 14.00% return. Over the past 10 years, UCEQX has outperformed URFRX with an annualized return of 5.28%, while URFRX has yielded a comparatively lower 2.67% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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UCEQX vs. URFRX - Expense Ratio Comparison
UCEQX has a 0.09% expense ratio, which is higher than URFRX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
UCEQX vs. URFRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Cornerstone Equity Fund (UCEQX) and USAA Target Retirement 2040 Fund (URFRX). 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.
Dividends
UCEQX vs. URFRX - Dividend Comparison
UCEQX's dividend yield for the trailing twelve months is around 1.79%, less than URFRX's 2.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UCEQX USAA Cornerstone Equity Fund | 1.79% | 2.11% | 1.79% | 3.35% | 1.27% | 2.14% | 1.96% | 1.42% | 1.50% | 1.26% | 1.86% | 1.28% |
URFRX USAA Target Retirement 2040 Fund | 2.14% | 2.44% | 2.68% | 4.76% | 1.65% | 2.31% | 2.32% | 2.03% | 3.78% | 0.00% | 2.34% | 1.92% |
Drawdowns
UCEQX vs. URFRX - Drawdown Comparison
The maximum UCEQX drawdown since its inception was -38.00%, roughly equal to the maximum URFRX drawdown of -38.72%. Use the drawdown chart below to compare losses from any high point for UCEQX and URFRX. For additional features, visit the drawdowns tool.
Volatility
UCEQX vs. URFRX - Volatility Comparison
USAA Cornerstone Equity Fund (UCEQX) has a higher volatility of 3.33% compared to USAA Target Retirement 2040 Fund (URFRX) at 2.61%. This indicates that UCEQX's price experiences larger fluctuations and is considered to be riskier than URFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.