USAA Cornerstone Moderately Aggressive Fund (USCRX)

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USAA Cornerstone Moderately Aggressive Fund (USCRX) is up 9.0% since the beginning of the year. USCRX is currently trading at $30 per share. Investors who bought $1,000 worth of USCRX shares 5 years ago would now be looking at an investment worth $1,380.

USAA Cornerstone Moderately Aggressive Fund (USCRX) has returned 8.98% so far this year and 21.16% over the past 12 months. Over the last ten years, USCRX has returned 7.53% per year, falling short of the S&P 500 Index benchmark, which averaged 13.61% annually.

Based on dividend-adjusted daily data since Aug 15, 1984, USCRX's average daily return is +0.03%, while the average monthly return is +0.65%. At this rate, an investment would double in approximately 8.9 years.

Historically, 65% of months were positive and 35% were negative. The best month was May 2009 with a return of +10.8%, while the worst month was Oct 1987 at -21.7%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.

On a daily basis, USCRX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +8.2%, while the worst single day was Oct 22, 1987 at -10.8%.

USAA Cornerstone Moderately Aggressive Fund has an annualized alpha of 2.47%, beta of 0.50, and R2 of 0.69 versus S&P 500 Index. Calculated based on daily prices since August 15, 1984.

• This fund participated in 60.50% of S&P 500 Index downside but only 59.25% of its upside - more exposed to losses than it benefited from rallies.
• This fund generated an annualized alpha of 2.47% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• Beta of 0.50 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

USCRX has an expense ratio of 0.88%, placing it in the medium range.

USCRX ranks 72 for risk / return — better than 72% 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.

USAA Cornerstone Moderately Aggressive Fund provided a 9.55% dividend yield over the last twelve months, with an annual payout of $2.86 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for USAA Cornerstone Moderately Aggressive 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 Moderately 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 Moderately Aggressive Fund was 49.07%, occurring on Mar 9, 2009. Recovery took 522 trading sessions.

The current USAA Cornerstone Moderately Aggressive Fund drawdown is 0.33%.

The chart below shows the rolling one-month volatility.