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USAA Value (UVALX)

On Jan 5: 11.92   0.01 (0.08%)

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Performance  As of 30-Nov-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Above average Year to Date Return: 27.07% 5-Year Average Return: 1.51% Number of Years Up: 4 Number of Years Down: 1 Best 1-Yr Total Return (2004): 18.70% Worst 1-Yr Total Return (2008): -36.09% Best 3-Yr Total Return (2004-6): 14.45% Worst 3-Yr Total Return (2006-8): -8.94% LOAD ADJUSTED RETURNS   1-Year: No load 3-Year: No load 5-Year: No load 10-Year: No load
TRAILING RETURNS (%) VS. BENCHMARKS   Return UVALX Category Diff Index* Diff Year To Date 27.07 21.73 5.34 24.07 3 1-Month 6.28 5.16 1.12 6.00 0.28 3-Month 6.68 6.45 0.23 7.91 -1.23 1-Year 33.03 24.67 8.36 25.39 7.64 3-Year -5.73 -7.33 1.6 -5.79 0.06 5-Year 1.51 0.27 1.24 0.71 0.8 Last Bull Market ( 28-Feb-09 to 30-Sep-09) 51.23 47.53 3.7 45.76 5.47 Last Bear Market ( 31-Aug-08 to 31-Aug-09) -12.79 -16.99 4.2 -18.25 5.46 * Index means [ S&P 500 TR ] ANNUAL TOTAL RETURN (%) HISTORY   Year UVALX Category Diff 2009 N/A N/A N/A 2008 -36.09 -37.09 1.00 2007 1.29 1.42 -0.13 2006 16.63 18.15 -1.52 2005 8.29 5.95 2.34 2004 18.70 12.97 5.73 2003 27.55 28.44 -0.89 2002 -18.31 -18.69 0.38 2001 N/A -4.99 N/A 2000 N/A 7.87 N/A 1999 N/A 6.72 N/A PAST QUARTERLY RETURNS (%) FOR UVALX   Q1 Q2 Q3 Q4 2009 -12.04 17.71 18.14 N/A 2008 -11.12 -2.72 -7.03 -20.50 2007 2.82 5.68 -2.16 -4.72 2006 4.86 -0.36 4.15 7.18 2005 1.84 2.59 3.22 0.41 2004 1.86 3.30 1.01 11.69 2003 -3.55 14.94 1.40 13.46 2002 5.39 -10.49 -16.48 3.67 2001 N/A N/A N/A 21.88 2000 N/A N/A N/A N/A 1999 N/A N/A N/A N/A RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 181 1293 14.00 1-Month 160 1338 11.96 3-Month 199 1329 14.97 6-Month 52 1320 3.94 1-Year 142 1280 11.09 3-Year 192 1088 17.65 5-Year 163 917 17.78
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