UCMCX vs. CONWX
Compare and contrast key facts about USAA Cornerstone Moderately Conservative Fund (UCMCX) and Concorde Wealth Management Fund (CONWX).
UCMCX is managed by Victory. It was launched on Jun 7, 2012. CONWX is managed by BlackRock. It was launched on Dec 3, 1987.
Performance
UCMCX vs. CONWX - Performance Comparison
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UCMCX vs. CONWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UCMCX USAA Cornerstone Moderately Conservative Fund | 0.50% | 13.75% | 4.15% | 9.23% | -13.17% | 7.21% | 8.25% | 13.10% | -5.30% | 11.46% |
CONWX Concorde Wealth Management Fund | 9.02% | 11.95% | 13.58% | 0.20% | -2.51% | 19.73% | 8.76% | 16.84% | -1.95% | 7.17% |
Returns By Period
In the year-to-date period, UCMCX achieves a 0.50% return, which is significantly lower than CONWX's 9.02% return. Over the past 10 years, UCMCX has underperformed CONWX with an annualized return of 4.96%, while CONWX has yielded a comparatively higher 8.70% annualized return.
UCMCX
- 1D
- 1.53%
- 1M
- -3.24%
- YTD
- 0.50%
- 6M
- 2.38%
- 1Y
- 12.25%
- 3Y*
- 7.77%
- 5Y*
- 3.53%
- 10Y*
- 4.96%
CONWX
- 1D
- 0.77%
- 1M
- -1.27%
- YTD
- 9.02%
- 6M
- 11.90%
- 1Y
- 17.99%
- 3Y*
- 12.74%
- 5Y*
- 7.52%
- 10Y*
- 8.70%
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UCMCX vs. CONWX - Expense Ratio Comparison
UCMCX has a 0.90% expense ratio, which is lower than CONWX's 1.41% expense ratio.
Return for Risk
UCMCX vs. CONWX — Risk / Return Rank
UCMCX
CONWX
UCMCX vs. CONWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Cornerstone Moderately Conservative Fund (UCMCX) and Concorde Wealth Management Fund (CONWX). 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.
| UCMCX | CONWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 1.71 | -0.13 |
Sortino ratioReturn per unit of downside risk | 2.25 | 2.37 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.37 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.21 | 2.21 | 0.00 |
Martin ratioReturn relative to average drawdown | 9.47 | 12.51 | -3.05 |
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
| UCMCX | CONWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 1.71 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.74 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.78 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.79 | -0.11 |
Correlation
The correlation between UCMCX and CONWX is 0.73, 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
UCMCX vs. CONWX - Dividend Comparison
UCMCX's dividend yield for the trailing twelve months is around 3.32%, less than CONWX's 3.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UCMCX USAA Cornerstone Moderately Conservative Fund | 3.32% | 3.16% | 2.03% | 2.42% | 7.62% | 6.62% | 1.68% | 2.31% | 4.13% | 4.37% | 2.39% | 3.31% |
CONWX Concorde Wealth Management Fund | 3.38% | 3.69% | 10.55% | 2.16% | 7.85% | 3.63% | 3.86% | 2.16% | 5.09% | 2.48% | 0.00% | 0.00% |
Drawdowns
UCMCX vs. CONWX - Drawdown Comparison
The maximum UCMCX drawdown since its inception was -21.85%, smaller than the maximum CONWX drawdown of -26.09%. Use the drawdown chart below to compare losses from any high point for UCMCX and CONWX.
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Drawdown Indicators
| UCMCX | CONWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.85% | -26.09% | +4.24% |
Max Drawdown (1Y)Largest decline over 1 year | -5.72% | -8.60% | +2.88% |
Max Drawdown (5Y)Largest decline over 5 years | -21.85% | -12.49% | -9.36% |
Max Drawdown (10Y)Largest decline over 10 years | -21.85% | -26.09% | +4.24% |
Current DrawdownCurrent decline from peak | -3.71% | -1.27% | -2.44% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -2.78% | -1.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.34% | 1.52% | -0.18% |
Volatility
UCMCX vs. CONWX - Volatility Comparison
USAA Cornerstone Moderately Conservative Fund (UCMCX) has a higher volatility of 3.36% compared to Concorde Wealth Management Fund (CONWX) at 2.25%. This indicates that UCMCX's price experiences larger fluctuations and is considered to be riskier than CONWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UCMCX | CONWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 2.25% | +1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 5.10% | 5.47% | -0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.00% | 10.70% | -2.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.51% | 10.27% | -1.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.82% | 11.16% | -3.34% |