- ISIN
- US9032882808
- CUSIP
- 903288280
- Issuer
- Victory
- Inception Date
- Jun 7, 2012
- Category
- Diversified Portfolio
- Min. Investment
- $500
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
UCAGX Performance Chart
USAA Cornerstone Aggressive Fund (UCAGX) is up 10.9% since the beginning of the year. UCAGX is currently trading at $17 per share. Investors who bought $1,000 worth of UCAGX shares 5 years ago would now be looking at an investment worth $1,539.
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Returns By Period
USAA Cornerstone Aggressive Fund (UCAGX) has returned 10.91% so far this year and 25.79% over the past 12 months. Over the last ten years, UCAGX has returned 9.41% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
USAA Cornerstone Aggressive Fund
- 1D
- 0.90%
- 1M
- 2.13%
- YTD
- 10.91%
- 6M
- 10.54%
- 1Y
- 25.79%
- 3Y*
- 15.64%
- 5Y*
- 9.00%
- 10Y*
- 9.41%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
UCAGX Monthly Returns History
Based on dividend-adjusted daily data since Jun 13, 2012, UCAGX's average daily return is +0.04%, while the average monthly return is +0.72%. At this rate, an investment would double in approximately 8.1 years.
Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +9.6%, while the worst month was Mar 2020 at -12.5%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 4 months.
On a daily basis, UCAGX closed higher 52% of trading days. The best single day was Dec 16, 2021 with a return of +7.4%, while the worst single day was Mar 16, 2020 at -8.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.71% | 2.06% | -4.98% | 7.10% | 2.97% | 0.96% | 10.91% | ||||||
| 2025 | 2.56% | -0.07% | -2.49% | 0.78% | 3.88% | 3.66% | 0.46% | 3.13% | 3.10% | 1.41% | 0.66% | 0.83% | 19.22% |
| 2024 | 0.36% | 3.11% | 3.30% | -3.40% | 3.94% | 0.61% | 2.15% | 1.91% | 1.61% | -2.35% | 2.54% | -3.46% | 10.43% |
| 2023 | 5.70% | -2.93% | 1.59% | 1.25% | -2.47% | 4.91% | 2.94% | -2.42% | -3.23% | -2.56% | 6.93% | 4.58% | 14.37% |
| 2022 | -2.96% | -2.36% | 0.85% | -5.84% | 1.27% | -6.94% | 5.08% | -3.70% | -7.92% | 5.70% | 7.25% | -3.49% | -13.55% |
| 2021 | -0.07% | 2.23% | 2.68% | 3.16% | 1.80% | 0.72% | 0.71% | 1.61% | -3.36% | 3.87% | -1.96% | 4.03% | 16.23% |
Benchmark Metrics
USAA Cornerstone Aggressive Fund has an annualized alpha of -0.93%, beta of 0.71, and R2 of 0.82 versus S&P 500 Index. Calculated based on daily prices since June 13, 2012.
- This fund participated in 81.52% of S&P 500 Index downside but only 67.83% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- -0.93%
- Beta
- 0.71
- R²
- 0.82
- Upside Capture
- 67.83%
- Downside Capture
- 81.52%
Expense Ratio
UCAGX has a high expense ratio of 1.24%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
UCAGX ranks 71 for risk / return — better than 71% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for USAA Cornerstone Aggressive Fund (UCAGX) and compare them to S&P 500 Index.
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.
| UCAGX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.20 | ||
| Sortino ratioReturn per unit of downside risk | +0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.37 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.17 | 2.78 | +0.38 |
| Martin ratioReturn relative to average drawdown | 13.69 | 12.44 | +1.25 |
Dividends
Dividend History
USAA Cornerstone Aggressive Fund provided a 9.96% dividend yield over the last twelve months, with an annual payout of $1.67 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.67 | $1.67 | $1.15 | $0.27 | $0.59 | $1.27 | $0.26 | $0.26 | $0.66 | $0.87 | $0.17 | $0.25 |
Dividend yield | 9.96% | 11.04% | 8.14% | 1.96% | 4.79% | 8.52% | 1.89% | 2.03% | 5.99% | 6.74% | 1.48% | 2.20% |
Monthly Dividends
The table displays the monthly dividend distributions for USAA Cornerstone Aggressive Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.67 | $1.67 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.15 | $1.15 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $0.59 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.27 | $1.27 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the USAA Cornerstone Aggressive Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the USAA Cornerstone Aggressive Fund was 29.07%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current USAA Cornerstone Aggressive Fund drawdown is 0.36%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -29.07%Mar 2020 | 2mo 2d | 5mo 13d | 7mo 15dJan 2020 - Sep 2020 |
Bear market2022 | -25.37%Sep 2022 | 9mo 17d | 1y 7mo | 2y 4moDec 2021 - May 2024 |
2016 correction2016 | -17.19%Feb 2016 | 8mo 25d | 1y 3d | 1y 8moMay 2015 - Feb 2017 |
Rate-hike selloffLate 2018 | -16.89%Dec 2018 | 10mo 29d | 10mo 12d | 1y 9moJan 2018 - Nov 2019 |
2025 selloff2025 | -16.61%Apr 2025 | 3mo 23d | 3mo 15d | 7mo 8dDec 2024 - Jul 2025 |
Drawdown Indicators
| UCAGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.07% | -56.78% | +27.71% |
Max Drawdown (1Y)Largest decline over 1 year | -8.02% | -9.10% | +1.08% |
Max Drawdown (3Y)Largest decline over 3 years | -16.61% | -18.90% | +2.29% |
Max Drawdown (5Y)Largest decline over 5 years | -25.37% | -25.43% | +0.06% |
Max Drawdown (10Y)Largest decline over 10 years | -29.07% | -33.92% | +4.85% |
Current DrawdownCurrent decline from peak | -0.36% | -1.80% | +1.44% |
Average DrawdownAverage peak-to-trough decline | -4.89% | -10.71% | +5.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 2.03% | -0.18% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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