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USAA Value Fund (UAVAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
17.34+0.14 (+0.81%)
At close: 08:00PM EST
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years UpN/A
Number of Years DownN/A
Best 1 Yr Total Return (Invalid Date)N/A
Worst 1 Yr Total Return (Invalid Date)N/A
Best 3-Yr Total ReturnN/A
Worst 3-Yr Total ReturnN/A

Trailing Returns (%) Vs. Benchmarks

ReturnUAVAXCategory
YTD11.95%0.00%
1-Month6.74%0.00%
3-Month11.95%0.00%
1-Year56.03%0.00%
3-Year7.75%0.00%
5-Year9.53%0.00%
10-Year8.81%0.00%
Last Bull Market25.60%0.00%
Last Bear Market-21.11%0.00%

Annual Total Return (%) History

Year
UAVAXCategory
2021
N/AN/A
2020
-1.47%N/A
2019
21.77%N/A
2018
-14.19%N/A
2017
14.10%N/A
2016
13.57%N/A
2015
-4.24%N/A
2014
7.66%N/A
2013
34.88%N/A
2012
13.89%N/A
2011
-1.20%N/A
2010
15.79%N/A
2009
30.43%N/A
2008
-36.25%N/A
2007
1.04%N/A
2006
16.34%N/A
2005
8.02%N/A
2004
18.40%N/A
2003
27.23%N/A
2002
-18.51%N/A
2001
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202112.28%N/AN/AN/A
2020-28.97%14.82%4.71%N/A
201912.74%3.67%0.41%N/A
2018-4.13%2.46%5.94%N/A
20174.31%2.25%3.61%N/A
2016-0.36%2.50%4.59%N/A
20151.63%1.17%-8.90%N/A
20142.50%3.47%-1.63%N/A
201311.59%5.06%6.62%N/A
201212.66%-4.61%5.82%N/A
20117.51%0.41%-18.58%N/A
20107.55%-12.61%11.05%N/A
2009-12.10%17.64%18.07%N/A
2008-11.17%-2.78%-7.09%N/A
20072.76%5.62%-2.22%N/A
20064.80%-0.42%4.08%N/A
20051.78%2.53%3.15%N/A
20041.79%3.23%0.94%N/A
2003-3.61%14.87%1.34%N/A
20025.33%-10.54%-16.53%N/A
200121.80%N/AN/AN/A

Rank In Category (By Total Return)

YTD39
1-Month40
3-Month39
1-Year49
3-Year86
5-Year84

Load Adjusted Returns

1-Year47.06%
3-Year5.64%
5-Year8.24%
10-Year8.16%
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