Nasdaq - Delayed Quote • USD
USAA Intermediate Term Bond Fund (USIBX)
At close: 8:06 AM EDT
Fund Summary
The fund normally invests at least 80% of its assets in a broad range of debt securities that have a dollar-weighted average portfolio maturity between three to 10 years. It will invest primarily in investment-grade securities, but also may invest up to 10% of its net assets in below-investment-grade securities, which are sometimes referred to as high-yield or "junk" bonds.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.86% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 20 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -2.00% |
| 5y Average Return | 1.43% |
| Rank in Category (ytd) | 19 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| USIBX | Category Average | USIBX | Category Average | USIBX | Category Average | |
| Alpha | 0.87 | 0 | 1.6 | 0.01 | 1.08 | 0.01 |
| BETA | 0.93 | 0.01 | 0.97 | 0.01 | 0.94 | 0.01 |
| Mean Annual Return | -0.08 | 0 | 0.18 | 0 | 0.23 | 0 |
| R-squared | 97.8 | 0.62 | 75.65 | 0.65 | 74.42 | 0.64 |
| Standard Deviation | 6.85 | 0.05 | 6.85 | 0.04 | 5.22 | 0.04 |
| Sharpe Ratio | -0.58 | 0.01 | 0.01 | 0.01 | 0.24 | 0.01 |
| Treynor Ratio | -4.5 | 0.05 | -0.18 | 0.03 | 1.2 | 0.04 |
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