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USAA Cornerstone Moderate (USBSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.94+0.05 (+0.34%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.03%
5-year average return4.39%
Number of years up21
Number of years down7
Best 1-yr total return (28 Apr 2024)36.03%
Worst 1-yr total return (28 Apr 2024)N/A
Best 3-yr total return36.03%
Worst 3-yr total return0.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUSBSXCategory
YTD4.15%9.69%
1-month2.48%0.91%
3-month4.15%5.21%
1-year11.15%27.06%
3-year2.35%11.00%
5-year5.04%10.26%
10-year4.13%8.34%
Last bull market18.67%15.58%
Last bear market-9.04%-12.16%

Annual total return (%) history

Year
USBSXCategory
2024
N/AN/A
2023
10.86%N/A
2022
-13.36%N/A
2021
9.48%N/A
2020
8.55%11.72%
2019
14.98%19.23%
2018
-6.23%-5.76%
2017
13.40%13.21%
2016
4.85%7.34%
2015
-4.02%-1.93%
2014
4.52%6.21%
2013
10.22%16.48%
2012
11.86%11.72%
2011
-1.25%-0.11%
2010
13.51%11.83%
2009
36.03%24.13%
2008
-32.46%-28.00%
2007
3.70%5.99%
2006
7.37%11.29%
2005
4.35%5.13%
2004
8.06%8.86%
2003
19.39%20.35%
2002
-10.11%-12.02%
2001
10.96%-5.05%
2000
-4.50%1.82%
1999
18.90%10.71%
1998
8.69%13.52%
1997
19.05%19.63%
1996
13.45%13.70%
1995
N/A25.63%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.15%N/AN/AN/A
20233.87%1.80%-2.86%7.93%
2022-4.93%-9.04%-5.94%6.52%
20212.14%4.39%-0.86%3.57%
2020-12.80%11.07%3.75%8.03%
20196.89%2.54%1.05%3.82%
2018-1.01%-0.18%1.55%-6.55%
20174.29%2.66%2.83%3.01%
20160.54%2.33%3.19%-1.24%
20151.64%-0.83%-5.55%0.81%
20141.97%3.68%-1.56%0.44%
20133.77%-1.48%3.43%4.24%
20126.91%-1.92%4.44%2.15%
20115.17%0.92%-11.76%5.44%
20105.08%-5.84%8.48%5.75%
2009-9.12%22.93%15.49%5.43%
2008-6.04%-1.17%-9.91%-19.27%
20071.69%3.28%1.00%-2.24%
20061.79%-1.92%3.17%4.23%
2005-1.54%2.22%2.78%0.87%
20041.68%0.80%-1.19%6.70%
2003-1.93%10.69%1.88%7.95%
20020.00%-6.42%-8.20%4.64%
20013.16%5.75%-6.99%9.35%
20002.62%-2.44%-0.79%-3.85%
19995.91%4.19%-3.62%11.79%
19986.99%-0.61%-11.56%15.58%
19971.33%9.80%6.32%0.65%
19961.85%1.26%3.07%6.72%
19952.83%N/AN/AN/A

Rank in category (by total return)

YTD79
1-month47
3-month79
1-year84
3-year85
5-year91

Load adjusted returns

1-year11.15%
3-year2.35%
5-year5.04%
10-year4.13%