USAA Cornerstone Conservative Fund (USCCX) Sharpe Ratio: 2.08

USCCX's Sharpe Ratio of 2.08 indicates that for each unit of volatility, it generates 2.08 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Aug 4, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

USCCX Sharpe Ratio Rank

Exceptional

USCCX ranks above 84.4% of all investments in our database based on Sharpe Ratio over the past 12 months, demonstrating exceptional risk-adjusted returns. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

Strong returns with low total volatility → Higher rank
High volatility (both upside and downside) → Lower rank
Consistent returns → Higher rank than volatile returns of same magnitude
Sharp drawdowns increase volatility → Lower rank

What you can do with this information

Suitable as a core holding given strong risk-adjusted returns
Monitor rank changes to detect deteriorating return-to-volatility profile
Exceptional Sharpe ratio supports larger position sizes
Compare with category peers to assess whether strength is investment-specific or category-wide

USCCX Sharpe Ratio Market Positioning

The chart shows USCCX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

Red zone (bottom 25%): 0.94 or lower
Yellow zone (middle 50%): 0.94 to 1.82
Green zone (top 25%): 1.82 or higher
Top 1%: 3.71+
Median: 1.49 — half of all investments score higher

How it compares to other similar mutual funds

The table compares USAA Cornerstone Conservative Fund's Sharpe Ratio with other mutual funds in the Diversified Portfolio category across multiple time periods, showing how USCCX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Aug 4, 2026.

Symbol	Name	1Y Sharpe Ratio
TIBIX	Thornburg Investment Income Builder Fund Class I	3.89
STDAX	SEI Asset Allocation Trust Defensive Strategy Allocation Fund	3.81
RPFCX	Davis Appreciation & Income Fund	3.14
FSRRX	Fidelity Strategic Real Return Fund	2.99
NWQIX	Nuveen Flexible Income Fund	2.93
IPFCX	Poplar Forest Cornerstone Fund	2.74
PUDZX	PGIM Real Assets Fund	2.67
VGWAX	Vanguard Global Wellington Fund Admiral Shares	2.66
VGWLX	Vanguard Global Wellington Fund Investor Shares	2.65
FORTX	Abraham Fortress Fund	2.64
USCCX	USAA Cornerstone Conservative Fund	2.08

Benchmark

Compare this symbol against anything

Time Period

How much price history to include in the calculation

Historical Sharpe Ratio

The chart shows USCCX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when USCCX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

Loading charts...

Sharpe Ratio Calculator

How does USCCX fit in your portfolio?

Add your other holdings to see your portfolio's Sharpe Ratio and find out.

Analyze Your Portfolio