UCAGX
USAA Cornerstone Aggressive
$15.05
-0.02 (-0.13%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 394.415M |
| 52 Week High | 15.07 |
| 52 Week Low | 12.189 |
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Key Data
| Symbol | UCAGX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 15.05 |
| Price Yesterday | 15.07 |
| Market Cap | 394.42 |
| YTD Return | 9.30% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 500 |
| Redeption Fee | 0 |
| Prospectus | 0.0127 |
Overview
| 52 Week High | 15.07 |
|---|---|
| 52 Week Low | 12.19 |
| Market Cap | 394.42M |
| Shares Outstanding | 26.21M |
| Income Dividend Yield | 1.80% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.80% |
Returns Annualized
| One Day | -28.46% |
|---|---|
| Five Days | 77.38% |
| One Months | 25.65% |
| Three Months | 11.89% |
| Six Months | 21.79% |
| Nine Months | 26.80% |
| One Year | 17.27% |
| Three Years | 3.68% |
| Five Years | 7.67% |
| Ten Years | 5.63% |
| YTD | 18.82% |
| Since Inception | 7.06% |
Returns Total
| One Day | -0.13% |
|---|---|
| Five Days | 1.14% |
| One Month | 1.83% |
| Three Months | 2.80% |
| Six Months | 10.18% |
| Nine Months | 19.25% |
| One Year | 17.25% |
| Three Years | 11.41% |
| Five Years | 44.53% |
| Ten Years | 72.63% |
| YTD | 9.30% |
| Since Inception | 126.69% |
Yearly Returns
| 2024 | 9.30% |
|---|---|
| 2023 | 14.35% |
| 2022 | -13.55% |
| 2021 | 15.05% |
| 2020 | 9.48% |
| 2019 | 19.52% |
| 2018 | -9.35% |
| 2017 | 17.90% |
| 2016 | 5.65% |
| 2015 | -3.43% |
Risk against SP-DA
| Alpha | -6.22% |
|---|---|
| Beta | 0.78 |
| Correlation | 93.89% |
| Downside Deviation | 2.59% |
| Coefficient of determination | 88.14% |
| Standard Deviation | 2.66% |
| Sharpe Ratio | -1.24 |
| Sortino | -4.42 |
| Treynor | 15.32 |
| Ulcer Index | 2.89 |
| Ulcer Performance Index | -3.96 |