UCMCX
USAA Cornerstone Moderately Conservative
$10.86
-0.01 (-0.09%)
Currency in USD / Last Updated: 7/9/2024
| Category | Conservative |
|---|---|
| Market Cap | 180.536M |
| 52 Week High | 10.87 |
| 52 Week Low | 9.474 |
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Key Data
| Symbol | UCMCX |
|---|---|
| Type | Mutual Fund |
| Category | Conservative |
| Price | 10.86 |
| Price Yesterday | 10.87 |
| Market Cap | 180.54 |
| YTD Return | 3.76% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 500 |
| Redeption Fee | 0 |
| Prospectus | 0.0118 |
Overview
| 52 Week High | 10.87 |
|---|---|
| 52 Week Low | 9.47 |
| Market Cap | 180.54M |
| Shares Outstanding | 16.62M |
| Income Dividend Yield | 2.46% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.46% |
Returns Annualized
| One Day | -20.72% |
|---|---|
| Five Days | 83.59% |
| One Months | 21.73% |
| Three Months | 8.19% |
| Six Months | 9.70% |
| Nine Months | 16.62% |
| One Year | 9.21% |
| Three Years | 0.02% |
| Five Years | 3.53% |
| Ten Years | 3.16% |
| YTD | 7.43% |
| Since Inception | 4.40% |
Returns Total
| One Day | -0.09% |
|---|---|
| Five Days | 1.21% |
| One Month | 1.57% |
| Three Months | 1.95% |
| Six Months | 4.65% |
| Nine Months | 12.07% |
| One Year | 9.20% |
| Three Years | 0.05% |
| Five Years | 18.90% |
| Ten Years | 36.45% |
| YTD | 3.76% |
| Since Inception | 67.67% |
Yearly Returns
| 2024 | 3.76% |
|---|---|
| 2023 | 9.23% |
| 2022 | -13.17% |
| 2021 | 7.21% |
| 2020 | 8.26% |
| 2019 | 13.10% |
| 2018 | -5.31% |
| 2017 | 11.46% |
| 2016 | 5.16% |
| 2015 | -3.99% |
Risk against SP-DA
| Alpha | -8.68% |
|---|---|
| Beta | 0.54 |
| Correlation | 86.60% |
| Downside Deviation | 2.07% |
| Coefficient of determination | 74.99% |
| Standard Deviation | 1.99% |
| Sharpe Ratio | -2.83 |
| Sortino | -9.41 |
| Treynor | 7.14 |
| Ulcer Index | 2.59 |
| Ulcer Performance Index | -7.54 |