UCAGX
USAA Cornerstone Aggressive
$14.24
-0.07 (-0.49%)
Currency in USD / Last Updated: 4/25/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 377.528M |
| 52 Week High | 14.72 |
| 52 Week Low | 12.189 |
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Key Data
| Symbol | UCAGX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 14.24 |
| Price Yesterday | 14.31 |
| Market Cap | 377.53 |
| YTD Return | 3.41% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 500 |
| Redeption Fee | 0 |
| Prospectus | 0.0127 |
Overview
| 52 Week High | 14.72 |
|---|---|
| 52 Week Low | 12.19 |
| Market Cap | 377.53M |
| Shares Outstanding | 26.51M |
| Income Dividend Yield | 1.90% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.90% |
Returns Annualized
| One Day | -70.97% |
|---|---|
| Five Days | 53.26% |
| One Months | -26.64% |
| Three Months | 11.76% |
| Six Months | 34.45% |
| Nine Months | 9.20% |
| One Year | 13.64% |
| Three Years | 2.66% |
| Five Years | 6.77% |
| Ten Years | 5.53% |
| YTD | 11.16% |
| Since Inception | 6.68% |
Returns Total
| One Day | -0.49% |
|---|---|
| Five Days | 0.85% |
| One Month | -2.67% |
| Three Months | 2.82% |
| Six Months | 15.80% |
| Nine Months | 6.85% |
| One Year | 13.63% |
| Three Years | 8.20% |
| Five Years | 38.66% |
| Ten Years | 71.03% |
| YTD | 3.41% |
| Since Inception | 114.46% |
Yearly Returns
| 2024 | 3.41% |
|---|---|
| 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 | -7.80% |
|---|---|
| Beta | 0.78 |
| Correlation | 95.59% |
| Downside Deviation | 2.44% |
| Coefficient of determination | 91.37% |
| Standard Deviation | 2.77% |
| Sharpe Ratio | -1.28 |
| Sortino | -5.04 |
| Treynor | 10.59 |
| Ulcer Index | 2.9 |
| Ulcer Performance Index | -4.25 |