USAA Cornerstone Equity Fund (UCEQX)
The fund invests at least 80% of its assets in a selection of affiliated mutual funds and exchange-traded funds ("ETFs") ("underlying affiliated funds") that invest primarily in equity securities. The underlying affiliated funds consist of a long-term target asset allocation in equity securities. This is often referred to as a fund-of-funds investment strategy.
Fund Info
US9032882725
903288272
Jun 7, 2012
$500
Large-Cap
Blend
Expense Ratio
UCEQX has an expense ratio of 0.09%, which is considered low.
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 Equity Fund (UCEQX) returned 6.13% year-to-date (YTD) and 12.66% over the past 12 months. Over the past 10 years, UCEQX returned 8.11% annually, underperforming the S&P 500 benchmark at 10.84%.
UCEQX
6.13%
5.52%
3.46%
12.66%
11.16%
12.92%
8.11%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of UCEQX, 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 | 3.26% | -0.44% | -2.84% | 0.75% | 5.46% | 6.13% | |||||||
| 2024 | 0.13% | 4.28% | 3.74% | -3.31% | 4.46% | 0.82% | 2.32% | 1.98% | 1.72% | -2.29% | 3.97% | -3.10% | 15.25% |
| 2023 | 6.02% | -2.81% | 1.90% | 1.38% | -1.64% | 5.54% | 3.55% | -2.54% | -3.51% | -2.83% | 8.61% | 5.10% | 19.37% |
| 2022 | -4.44% | -2.26% | 1.89% | -7.53% | 0.78% | -8.72% | 6.47% | -3.70% | -9.32% | 6.95% | 7.84% | -3.51% | -16.24% |
| 2021 | 0.13% | 3.18% | 3.46% | 3.89% | 2.11% | 0.75% | 0.40% | 2.38% | -4.04% | 4.85% | -2.86% | 4.29% | 19.68% |
| 2020 | -1.93% | -7.80% | -15.88% | 10.66% | 4.90% | 2.48% | 4.85% | 5.12% | -2.67% | -2.12% | 11.34% | 4.71% | 10.77% |
| 2019 | 8.39% | 2.29% | 0.56% | 2.93% | -5.89% | 6.33% | -0.47% | -2.31% | 1.81% | 2.05% | 2.48% | 3.04% | 22.49% |
| 2018 | 5.06% | -4.45% | -1.60% | 0.52% | 0.00% | -1.16% | 2.68% | 0.38% | 0.19% | -7.78% | 1.65% | -7.43% | -12.05% |
| 2017 | 2.85% | 2.17% | 1.39% | 1.74% | 1.78% | 0.77% | 2.36% | 0.14% | 2.43% | 1.78% | 1.69% | 1.46% | 22.58% |
| 2016 | -5.60% | -0.26% | 7.17% | 1.55% | 0.48% | -0.48% | 4.50% | 0.54% | 0.54% | -1.83% | 1.86% | 1.74% | 10.11% |
| 2015 | -0.78% | 5.09% | -1.71% | 2.80% | 0.29% | -2.28% | -0.30% | -6.26% | -3.22% | 7.23% | -0.23% | -2.19% | -2.26% |
| 2014 | -3.68% | 5.20% | 0.00% | 0.23% | 1.93% | 2.42% | -2.36% | 2.72% | -3.76% | 0.69% | 2.05% | -2.12% | 2.94% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of UCEQX is 62, indicating average performance compared to other mutual funds on our website. Here’s 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 Equity Fund (UCEQX) 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 Equity Fund provided a 3.05% dividend yield over the last twelve months, with an annual payout of $0.57 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.57 | $0.57 | $0.80 | $0.94 | $0.81 | $1.27 | $0.72 | $0.87 | $0.30 | $0.41 | $0.44 | $0.27 |
Dividend yield | 3.05% | 3.24% | 5.10% | 6.80% | 4.61% | 8.25% | 4.79% | 6.73% | 1.91% | 3.16% | 3.63% | 2.09% |
Monthly Dividends
The table displays the monthly dividend distributions for USAA Cornerstone Equity 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 | $0.57 | $0.57 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 | $0.80 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.94 | $0.94 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $0.81 |
| 2020 | $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 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $0.72 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.87 | $0.87 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.41 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.44 |
| 2014 | $0.27 | $0.27 |
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 Equity 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 Equity Fund was 35.33%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current USAA Cornerstone Equity Fund drawdown is 0.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.33% | Feb 13, 2020 | 27 | Mar 23, 2020 | 161 | Nov 9, 2020 | 188 |
| -25.24% | Nov 9, 2021 | 225 | Sep 30, 2022 | 330 | Jan 25, 2024 | 555 |
| -21.57% | Jan 29, 2018 | 229 | Dec 24, 2018 | 250 | Dec 20, 2019 | 479 |
| -18.97% | May 22, 2015 | 183 | Feb 11, 2016 | 208 | Dec 7, 2016 | 391 |
| -15.64% | Feb 19, 2025 | 35 | Apr 8, 2025 | 24 | May 13, 2025 | 59 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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