USCBX - USAA California Bond Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return0.38%
5-Year Average Return3.95%
Number of Years Up26
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)18.84%
Worst 1 Yr Total Return (Feb 3, 2019)-12.53%
Best 3-Yr Total Return18.84%
Worst 3-Yr Total Return-2.59%

Trailing Returns (%) Vs. Benchmarks

ReturnUSCBXCategory
YTD7.25%8.09%
1-Month0.22%0.28%
3-Month0.38%0.44%
1-Year7.25%8.09%
3-Year4.65%4.84%
5-Year3.53%3.64%
10-Year5.27%4.99%
Last Bull Market7.80%7.46%
Last Bear Market10.95%8.13%

Annual Total Return (%) History

Year
USCBXCategory
2019
7.25%8.09%
2018
1.20%0.62%
2017
5.60%5.91%
2016
0.11%0.07%
2015
3.68%3.72%
2014
12.61%12.07%
2013
-2.95%-3.71%
2012
11.15%10.42%
2011
14.74%11.74%
2010
0.84%1.77%
2009
18.84%17.38%
2008
-12.53%-11.05%
2007
0.52%0.71%
2006
5.13%4.58%
2005
3.79%3.93%
2004
4.84%4.37%
2003
4.90%4.27%
2002
8.30%8.03%
2001
3.29%3.84%
2000
14.37%12.79%
1999
-5.19%-4.60%
1998
6.89%5.96%
1997
10.38%8.53%
1996
5.39%4.35%
1995
21.85%18.10%
1994
-9.32%-5.97%
1993
12.75%11.91%
1992
8.29%8.62%
1991
10.90%10.72%
1990
8.17%6.47%
1989
N/A9.59%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20192.51%2.18%2.01%0.38%
2018-0.82%0.99%-0.14%1.18%
20171.33%1.96%0.91%1.29%
20161.40%2.37%-0.16%-3.42%
20151.11%-0.54%1.67%1.41%
20145.29%3.33%1.79%1.68%
20131.14%-3.90%-0.46%0.30%
20123.64%2.62%2.83%1.63%
2011-1.36%6.48%6.47%2.61%
20101.39%2.62%4.84%-7.56%
20096.50%3.04%12.31%-3.58%
2008-2.03%1.28%-5.35%-6.86%
20070.61%-0.83%0.56%0.19%
20060.45%-0.27%3.48%1.41%
2005-0.10%3.07%0.02%0.78%
20041.62%-2.54%4.15%1.64%
20031.38%2.52%-0.92%1.86%
20020.15%2.97%5.78%-0.71%
20011.20%-0.83%4.01%-1.05%
20003.30%1.99%3.19%5.20%
19990.84%-2.51%-1.44%-2.15%
19981.25%1.61%3.75%0.14%
1997-0.56%3.74%3.68%3.20%
1996-1.69%1.55%2.74%2.75%
19959.55%2.48%2.75%5.62%
1994-7.06%0.53%0.65%-3.57%
19934.46%3.75%3.12%0.87%
19920.50%3.42%2.18%1.96%
19911.77%1.82%3.91%2.99%
19900.57%2.53%-0.19%5.10%
19893.17%N/AN/AN/A

Rank In Category (By Total Return)

YTD81
1-Month78
3-Month68
1-Year81
3-Year48
5-Year44

Load Adjusted Returns

1-Year7.25%
3-Year4.65%
5-Year3.53%
10-Year5.27%