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
| ISIN | US9032872098 |
|---|---|
| CUSIP | 903287209 |
| Issuer | Victory Capital |
| Inception Date | Aug 14, 1984 |
| Category | Diversified Portfolio |
| Min. Investment | $500 |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
USCRX features an expense ratio of 0.88%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: USCRX vs. PEY, USCRX vs. FXAIX, USCRX vs. URFRX, USCRX vs. VOO, USCRX vs. SFLNX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in USAA Cornerstone Moderately Aggressive Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
USAA Cornerstone Moderately Aggressive Fund had a return of 9.86% year-to-date (YTD) and 15.85% in the last 12 months. Over the past 10 years, USAA Cornerstone Moderately Aggressive Fund had an annualized return of 2.53%, while the S&P 500 had an annualized return of 11.39%, indicating that USAA Cornerstone Moderately Aggressive Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.86% | 25.48% |
| 1 month | -1.60% | 2.14% |
| 6 months | 3.51% | 12.76% |
| 1 year | 15.85% | 33.14% |
| 5 years (annualized) | 3.43% | 13.96% |
| 10 years (annualized) | 2.53% | 11.39% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.19% | 2.05% | 2.81% | -3.14% | 3.39% | 0.66% | 2.09% | 1.76% | 1.48% | -2.26% | 9.86% | ||
| 2023 | 5.19% | -2.87% | 1.79% | 1.06% | -2.19% | 3.52% | 2.36% | -2.07% | -3.07% | -2.26% | 6.28% | 4.28% | 12.00% |
| 2022 | -2.86% | -2.07% | -0.00% | -5.38% | 0.98% | -5.67% | 4.32% | -3.43% | -6.90% | 3.99% | 6.24% | -5.80% | -16.30% |
| 2021 | -0.15% | 1.38% | 1.69% | 2.61% | 1.38% | 0.82% | 0.64% | 1.10% | -2.81% | 2.90% | -1.46% | -3.60% | 4.35% |
| 2020 | -0.97% | -4.35% | -10.17% | 6.48% | 3.34% | 2.16% | 3.66% | 2.63% | -1.95% | -1.67% | 7.49% | 2.71% | 8.30% |
| 2019 | 5.35% | 1.13% | 0.95% | 1.52% | -2.92% | 4.00% | -0.04% | -0.24% | 1.13% | 1.47% | 0.90% | 1.51% | 15.57% |
| 2018 | 2.66% | -3.30% | -0.27% | 0.04% | 0.31% | -3.00% | 1.53% | 0.44% | -0.16% | -5.21% | 0.96% | -5.65% | -11.41% |
| 2017 | 1.89% | 1.77% | 0.91% | 1.10% | 1.36% | 0.34% | 1.53% | 0.60% | 1.01% | 1.26% | 0.99% | -4.46% | 8.46% |
| 2016 | -3.75% | -0.35% | 4.53% | 1.09% | 0.21% | 0.79% | 2.76% | 0.12% | 0.44% | -1.48% | -0.57% | 1.07% | 4.74% |
| 2015 | -0.16% | 2.67% | -1.07% | 1.35% | 0.31% | -2.02% | 0.31% | -4.61% | -2.32% | 4.24% | -0.76% | -2.45% | -4.71% |
| 2014 | -1.48% | 3.30% | 0.32% | 0.83% | 1.40% | 1.81% | -0.98% | 1.56% | -2.36% | 0.50% | 1.03% | -1.16% | 4.71% |
| 2013 | 2.69% | -0.08% | 1.31% | 1.71% | -0.74% | -2.61% | 2.89% | -1.57% | 2.47% | 2.91% | 0.56% | 0.99% | 10.86% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of USCRX is 53, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
Dividends
Dividend History
USAA Cornerstone Moderately Aggressive Fund provided a 1.92% dividend yield over the last twelve months, with an annual payout of $0.54 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.54 | $0.54 | $0.23 | $0.35 | $0.37 | $0.39 | $0.39 | $0.44 | $0.50 | $0.56 | $0.64 | $0.60 |
Dividend yield | 1.92% | 2.10% | 0.98% | 1.24% | 1.35% | 1.52% | 1.72% | 1.68% | 2.07% | 2.38% | 2.50% | 2.39% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 | $0.54 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.23 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.37 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.39 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.39 |
| 2017 | $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 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 | $0.50 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 | $0.56 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.64 |
| 2013 | $0.60 | $0.60 |
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.
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 54.76%, occurring on Mar 9, 2009. Recovery took 1164 trading sessions.
The current USAA Cornerstone Moderately Aggressive Fund drawdown is 3.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.76% | Nov 1, 2007 | 338 | Mar 9, 2009 | 1164 | Oct 22, 2013 | 1502 |
| -25.66% | Sep 29, 1987 | 32 | Nov 11, 1987 | 445 | Jul 26, 1989 | 477 |
| -24.74% | Nov 10, 2021 | 234 | Oct 14, 2022 | — | — | — |
| -24.26% | Sep 5, 2000 | 628 | Mar 12, 2003 | 195 | Dec 18, 2003 | 823 |
| -23.6% | Nov 29, 2017 | 581 | Mar 23, 2020 | 114 | Sep 2, 2020 | 695 |
Volatility
Volatility Chart
The current USAA Cornerstone Moderately Aggressive Fund volatility is 2.22%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.