USCRX
USAA Cornerstone Moderately Aggressive
$27.61
-0.02 (-0.07%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 2740.867M |
| 52 Week High | 27.64 |
| 52 Week Low | 23.072 |
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Key Data
| Symbol | USCRX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 27.61 |
| Price Yesterday | 27.63 |
| Market Cap | 2,740.87 |
| YTD Return | 7.18% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 500 |
| Redeption Fee | 0 |
| Prospectus | 0.0118 |
Overview
| 52 Week High | 27.64 |
|---|---|
| 52 Week Low | 23.07 |
| Market Cap | 2,740.87M |
| Shares Outstanding | 99.27M |
| Income Dividend Yield | 1.96% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.96% |
Returns Annualized
| One Day | -16.69% |
|---|---|
| Five Days | 86.85% |
| One Months | 24.18% |
| Three Months | 10.85% |
| Six Months | 16.99% |
| Nine Months | 22.68% |
| One Year | 14.16% |
| Three Years | 2.15% |
| Five Years | 5.79% |
| Ten Years | 4.39% |
| YTD | 14.41% |
| Since Inception | 6.53% |
Returns Total
| One Day | -0.07% |
|---|---|
| Five Days | 1.25% |
| One Month | 1.73% |
| Three Months | 2.56% |
| Six Months | 8.02% |
| Nine Months | 16.36% |
| One Year | 14.15% |
| Three Years | 6.54% |
| Five Years | 32.40% |
| Ten Years | 53.53% |
| YTD | 7.18% |
| Since Inception | 863.36% |
Yearly Returns
| 2024 | 7.18% |
|---|---|
| 2023 | 11.99% |
| 2022 | -13.59% |
| 2021 | 11.42% |
| 2020 | 8.92% |
| 2019 | 16.17% |
| 2018 | -7.41% |
| 2017 | 14.98% |
| 2016 | 4.74% |
| 2015 | -4.26% |
Risk against SP-DA
| Alpha | -6.83% |
|---|---|
| Beta | 0.67 |
| Correlation | 93.40% |
| Downside Deviation | 2.40% |
| Coefficient of determination | 87.24% |
| Standard Deviation | 2.30% |
| Sharpe Ratio | -1.82 |
| Sortino | -6.07 |
| Treynor | 13.13 |
| Ulcer Index | 2.64 |
| Ulcer Performance Index | -5.52 |