USAA Cornerstone Aggressive Fund (UCAGX)
The fund invests in equity securities, bonds, money market instruments, and other instruments including derivatives. It has a target asset class allocation of approximately 80% equity securities and 20% fixed-income securities. The actual asset class allocation can deviate from time to time from these targets as market conditions warrant. The implementation of the asset allocation may involve the extensive use of equity and fixed-income ETFs. The fund also may invest in investment-grade and below-investment-grade fixed-income securities.
Fund Info
US9032882808
903288280
Jun 7, 2012
$500
Large-Cap
Blend
Expense Ratio
UCAGX has a high expense ratio of 1.24%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
USAA Cornerstone Aggressive Fund (UCAGX) returned 1.63% year-to-date (YTD) and -0.78% over the past 12 months. Over the past 10 years, UCAGX returned 2.92% annually, underperforming the S&P 500 benchmark at 10.46%.
UCAGX
1.63%
7.27%
-7.46%
-0.78%
6.32%
2.92%
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
Monthly Returns
The table below presents the monthly returns of UCAGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.56% | -0.07% | -2.49% | 0.78% | 0.92% | 1.63% | |||||||
| 2024 | 0.36% | 3.11% | 3.30% | -3.40% | 3.94% | 0.61% | 2.15% | 1.91% | 1.62% | -2.35% | 2.54% | -8.95% | 4.15% |
| 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% | -7.20% | -16.87% |
| 2021 | -0.07% | 2.23% | 2.68% | 3.16% | 1.79% | 0.72% | 0.71% | 1.61% | -3.36% | 3.87% | -1.96% | -3.12% | 8.24% |
| 2020 | -1.85% | -6.14% | -12.50% | 8.05% | 4.17% | 2.47% | 4.24% | 3.75% | -2.54% | -2.05% | 9.58% | 3.46% | 8.82% |
| 2019 | 6.90% | 1.53% | 1.04% | 2.16% | -4.56% | 5.20% | -0.08% | -1.30% | 1.89% | 1.94% | 1.42% | 2.12% | 19.35% |
| 2018 | 3.65% | -3.90% | -0.55% | 0.24% | 0.31% | -0.70% | 2.12% | 0.46% | -0.08% | -6.37% | 1.15% | -9.40% | -12.99% |
| 2017 | 1.97% | 2.02% | 0.99% | 1.31% | 1.37% | 0.48% | 1.98% | 0.23% | 1.63% | 1.60% | 1.50% | -3.89% | 11.62% |
| 2016 | -4.92% | -0.66% | 5.68% | 1.16% | 0.27% | 0.26% | 3.26% | 0.00% | 0.60% | -1.61% | 0.26% | 1.56% | 5.65% |
| 2015 | -0.76% | 4.17% | -1.39% | 1.82% | 0.49% | -2.19% | 0.58% | -5.60% | -3.05% | 5.76% | -0.68% | -2.82% | -4.13% |
| 2014 | -2.84% | 3.86% | 0.17% | 0.74% | 1.56% | 1.94% | -1.50% | 1.77% | -3.08% | 0.65% | 1.21% | -4.01% | 0.15% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of UCAGX is 22, meaning it’s performing worse than 78% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for USAA Cornerstone Aggressive Fund (UCAGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
USAA Cornerstone Aggressive Fund provided a 1.79% dividend yield over the last twelve months, with an annual payout of $0.26 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.26 | $0.26 | $0.27 | $0.08 | $0.17 | $0.18 | $0.20 | $0.18 | $0.14 | $0.17 | $0.16 | $0.17 |
Dividend yield | 1.79% | 1.82% | 1.96% | 0.66% | 1.16% | 1.29% | 1.51% | 1.62% | 1.12% | 1.48% | 1.45% | 1.44% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 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 | $0.08 | $0.08 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2019 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.20 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2014 | $0.17 | $0.17 |
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 7.87%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.07% | Jan 21, 2020 | 44 | Mar 23, 2020 | 114 | Sep 2, 2020 | 158 |
| -26.16% | Nov 9, 2021 | 225 | Sep 30, 2022 | 494 | Sep 19, 2024 | 719 |
| -20.24% | Jan 29, 2018 | 229 | Dec 24, 2018 | 268 | Jan 17, 2020 | 497 |
| -18.26% | Jul 7, 2014 | 405 | Feb 11, 2016 | 264 | Mar 1, 2017 | 669 |
| -17.46% | Dec 6, 2024 | 83 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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