USBSX
USAA Cornerstone Moderate
$14.72
-0.03 (-0.20%)
Currency in USD / Last Updated: 4/18/2024
Category | Balanced |
---|---|
Market Cap | 1094.875M |
52 Week High | 15.25 |
52 Week Low | 13.192 |
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Key Data
Symbol | USBSX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 14.72 |
Price Yesterday | 14.75 |
Market Cap | 1,094.88 |
YTD Return | 0.53% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 500 |
Redeption Fee | 0 |
Prospectus | 0.0123 |
Overview
52 Week High | 15.25 |
---|---|
52 Week Low | 13.19 |
Market Cap | 1,094.88M |
Shares Outstanding | 74.38M |
Income Dividend Yield | 2.24% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.24% |
Returns Annualized
One Day | -40.16% |
---|---|
Five Days | -63.86% |
One Months | -20.59% |
Three Months | 7.25% |
Six Months | 20.17% |
Nine Months | 5.06% |
One Year | 6.46% |
Three Years | 0.28% |
Five Years | 4.12% |
Ten Years | 3.76% |
YTD | 1.78% |
Since Inception | 5.58% |
Returns Total
One Day | -0.20% |
---|---|
Five Days | -2.00% |
One Month | -1.99% |
Three Months | 1.76% |
Six Months | 9.53% |
Nine Months | 3.79% |
One Year | 6.45% |
Three Years | 0.84% |
Five Years | 22.30% |
Ten Years | 44.50% |
YTD | 0.53% |
Since Inception | 357.57% |
Yearly Returns
2024 | 0.53% |
---|---|
2023 | 10.86% |
2022 | -13.37% |
2021 | 9.48% |
2020 | 8.55% |
2019 | 14.98% |
2018 | -6.24% |
2017 | 13.41% |
2016 | 4.85% |
2015 | -4.03% |
Risk against SP-DA
Alpha | -8.82% |
---|---|
Beta | 0.58 |
Correlation | 91.03% |
Downside Deviation | 2.00% |
Coefficient of determination | 82.87% |
Standard Deviation | 2.16% |
Sharpe Ratio | -2.15 |
Sortino | -8.05 |
Treynor | 1.87 |
Ulcer Index | 2.46 |
Ulcer Performance Index | -6.54 |