USAA Cornerstone Moderately Aggressive Fund (USCRX)
The fund invests in equity securities, bonds, money market instruments, and other instruments including derivatives. It has a target asset class allocation of approximately 60% equity securities and 40% 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
US9032872098
903287209
Aug 14, 1984
$500
Large-Cap
Blend
Expense Ratio
USCRX has an expense ratio of 0.88%, placing it in the medium range.
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
USCRX
N/A
N/A
N/A
N/A
N/A
N/A
^GSPC (Benchmark)
-3.77%
5.53%
-5.60%
8.37%
14.61%
10.35%
Monthly Returns
The table below presents the monthly returns of USCRX, 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 | -0.11% | -0.11% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of USCRX is 30, 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 Moderately Aggressive Fund (USCRX) 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 Moderately Aggressive Fund provided a 2.65% dividend yield over the last twelve months, with an annual payout of $0.70 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.70 | $0.70 | $0.54 | $0.23 | $0.35 | $0.37 | $0.39 | $0.39 | $0.44 | $0.50 | $0.56 | $0.64 |
Dividend yield | 2.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | |||||||||||
| 2024 | $0.70 | $0.70 | |||||||||||
| 2023 | $0.54 | $0.54 | |||||||||||
| 2022 | $0.23 | $0.23 | |||||||||||
| 2021 | $0.35 | $0.35 | |||||||||||
| 2020 | $0.37 | $0.37 | |||||||||||
| 2019 | $0.39 | $0.39 | |||||||||||
| 2018 | $0.11 | $0.28 | $0.39 | ||||||||||
| 2017 | $0.44 | $0.44 | |||||||||||
| 2016 | $0.50 | $0.50 | |||||||||||
| 2015 | $0.56 | $0.56 | |||||||||||
| 2014 | $0.64 | $0.64 |
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 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 0.19%, occurring on May 8, 2025. The portfolio has not yet recovered.
The current USAA Cornerstone Moderately Aggressive Fund drawdown is 0.11%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -0.19% | May 6, 2025 | 3 | May 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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