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Nasdaq - Delayed Quote USD

Victory Cornerstone Moderate Fund (USBSX)

14.72
+0.12
+(0.82%)
At close: 6:49:27 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.85%
5y Average Return 5.51%
Number of Years Up 22
Number of Years Down 7
Best 1Y Total Return (Apr 10, 2025) 14.98%
Worst 1Y Total Return (Apr 10, 2025) --
Best 3Y Total Return 14.98%
Worst 3Y Total Return 0.89%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
USBSX
Category
YTD
1.11%
9.69%
1-Month
-1.53%
0.91%
3-Month
1.11%
5.21%
1-Year
3.82%
27.06%
3-Year
2.99%
11.00%
5-Year
7.19%
10.26%
10-Year
4.09%
8.34%
Last Bull Market
8.74%
15.58%
Last Bear Market
-9.04%
-12.16%

Annual Total Return (%) History

Year
USBSX
Category
2025
--
--
2024
6.93%
--
2023
10.86%
--
2022
-13.36%
--
2021
9.48%
--
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
--
25.63%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.11% -- -- --
2024 4.15% 0.72% 5.30% -3.19%
2023 3.87% 1.80% -2.86% 7.93%
2022 -4.93% -9.04% -5.94% 6.52%
2021 2.14% 4.39% -0.86% 3.57%
2020 -12.80% 11.07% 3.75% 8.03%
2019 6.89% 2.54% 1.05% 3.82%
2018 -1.01% -0.18% 1.55% -6.55%
2017 4.29% 2.66% 2.83% 3.01%
2016 0.54% 2.33% 3.19% -1.24%

2015 1.64% -0.83% -5.55% 0.81%
2014 1.97% 3.68% -1.56% 0.44%
2013 3.77% -1.48% 3.43% 4.24%
2012 6.91% -1.92% 4.44% 2.15%
2011 5.17% 0.92% -11.76% 5.44%
2010 5.08% -5.84% 8.48% 5.75%
2009 -9.12% 22.93% 15.49% 5.43%
2008 -6.04% -1.17% -9.91% -19.27%
2007 1.69% 3.28% 1.00% -2.24%
2006 1.79% -1.92% 3.17% 4.23%
2005 -1.54% 2.22% 2.78% 0.87%
2004 1.68% 0.80% -1.19% 6.70%
2003 -1.93% 10.69% 1.88% 7.95%
2002 0.00% -6.42% -8.20% 4.64%
2001 3.16% 5.75% -6.99% 9.35%
2000 2.62% -2.44% -0.79% -3.85%
1999 5.91% 4.19% -3.62% 11.79%
1998 6.99% -0.61% -11.56% 15.58%
1997 1.33% 9.80% 6.32% 0.65%
1996 1.85% 1.26% 3.07% 6.72%
1995 2.83% -- -- --

Rank in Category (By Total Return)

YTD 20
1-Month 18
3-Month 20
1-Year 81
3-Year 85
5-Year 97

Load Adjusted Returns

1-Year 3.82%
3-Year 2.99%
5-Year 7.19%
10-Year 4.09%

Performance & Risk

YTD Return -2.85%
5y Average Return 5.51%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Victory Capital
Net Assets 1.11B
YTD Return 1.11%
Yield 2.16%
Morningstar Rating
Inception Date Sep 01, 1995

Fund Summary

The fund invests in equity securities, bonds, money market instruments, and other instruments including derivatives. It has a target asset class allocation of approximately 50% equity securities and 50% fixed-income securities. The implementation of the asset allocation may involve the extensive use of equity and fixed-income ETFs. The fund also may invest in investment-grade and below-investment-grade ("junk" or high-yield) fixed-income securities.

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