USAA Cornerstone Conservative Fund (USCCX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in USAA Cornerstone Conservative Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

USAA Cornerstone Conservative Fund (USCCX) has returned -0.36% so far this year and 8.26% over the past 12 months. Over the last ten years, USCCX has returned 4.79% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 14, 2012, USCCX's average daily return is +0.02%, while the average monthly return is +0.37%. At this rate, your investment would double in approximately 15.6 years.

Historically, 70% of months were positive and 30% were negative. The best month was Nov 2023 with a return of +4.6%, while the worst month was Mar 2020 at -7.1%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 4 months.

On a daily basis, USCCX closed higher 46% of trading days. The best single day was Nov 11, 2022 with a return of +2.4%, while the worst single day was Mar 18, 2020 at -2.7%.

USAA Cornerstone Conservative Fund has an annualized alpha of 2.23%, beta of 0.17, and R² of 0.48 versus S&P 500 Index. Calculated based on daily prices since June 15, 2012.

• This fund participated in 31.43% of S&P 500 Index downside but only 28.11% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.17 may look defensive, but with R² of 0.48 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R² of 0.48 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.

USCCX has an expense ratio of 0.08%, which is considered low.

USCCX ranks 90 for risk / return — in the top 90% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for USAA Cornerstone Conservative Fund (USCCX) and compare them to a chosen benchmark (S&P 500 Index).

USAA Cornerstone Conservative Fund provided a 4.89% dividend yield over the last twelve months, with an annual payout of $0.54 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for USAA Cornerstone Conservative Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the USAA Cornerstone Conservative 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 Conservative Fund was 15.15%, occurring on Oct 20, 2022. Recovery took 413 trading sessions.

The current USAA Cornerstone Conservative Fund drawdown is 2.95%.

The chart below shows the rolling one-month volatility.