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Victory Cornerstone Aggressive Fund (UCAGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.07+0.05 (+0.33%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.08%
5-year average return7.63%
Number of years up8
Number of years down3
Best 1-yr total return (2 July 2024)19.51%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return19.51%
Worst 3-yr total return1.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUCAGXCategory
YTD7.99%11.35%
1-month0.61%0.99%
3-month1.02%5.92%
1-year14.36%32.83%
3-year3.80%11.75%
5-year7.69%11.53%
10-year5.61%8.98%
Last bull market19.51%17.67%
Last bear market-11.26%-15.71%

Annual total return (%) history

Year
UCAGXCategory
2024
N/AN/A
2023
14.35%N/A
2022
-13.55%N/A
2021
16.23%N/A
2020
9.48%13.51%
2019
19.51%21.35%
2018
-9.35%-7.93%
2017
17.90%15.80%
2016
5.65%7.93%
2015
-3.43%-2.77%
2014
2.77%5.71%
2013
13.00%21.31%
2012
N/A13.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.90%1.02%N/AN/A
20234.23%3.59%-2.79%8.94%
2022-4.44%-11.26%-6.82%9.41%
20214.89%5.76%-1.10%5.95%
2020-19.40%15.34%5.40%11.72%
20199.26%2.58%0.49%6.12%
2018-0.93%-0.16%2.52%-10.60%
20175.06%3.19%3.88%4.69%
2016-0.18%1.70%3.87%0.19%
20151.94%0.08%-7.95%2.82%
20141.08%4.29%-2.85%0.34%
20133.90%-1.96%4.83%5.83%
20125.03%2.04%N/AN/A

Rank in category (by total return)

YTD40
1-month72
3-month52
1-year47
3-year34
5-year62

Load adjusted returns

1-year14.36%
3-year3.80%
5-year7.69%
10-year5.61%