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USAA Tax Exempt Long-Term Fund Class A (UTELX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.09+0.03 (+0.25%)
At close: 08:00PM EDT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return0.41%
5-Year Average Return3.35%
Number of Years Up9
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)12.09%
Worst 1 Yr Total Return (Feb 3, 2019)-3.17%
Best 3-Yr Total Return12.09%
Worst 3-Yr Total Return2.11%

Trailing Returns (%) Vs. Benchmarks

ReturnUTELXCategory
YTD-3.38%2.30%
1-Month-1.68%0.50%
3-Month-2.68%2.43%
1-Year0.93%6.88%
3-Year3.67%5.62%
5-Year2.88%3.37%
10-Year3.38%4.67%
Last Bull Market6.68%6.75%
Last Bear Market7.95%6.47%

Annual Total Return (%) History

Year
UTELXCategory
2021
N/AN/A
2020
4.96%5.36%
2019
7.25%8.37%
2018
0.59%0.27%
2017
5.43%5.71%
2016
0.38%0.00%
2015
2.98%3.07%
2014
10.24%10.58%
2013
-3.17%-4.59%
2012
9.45%8.87%
2011
12.09%10.64%
2010
N/A1.65%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20210.02%N/AN/AN/A
2020-1.70%2.26%1.81%2.57%
20192.74%2.32%1.60%0.42%
2018-0.77%0.73%-0.35%0.99%
20171.15%1.93%1.05%1.19%
20161.44%2.57%-0.17%-3.36%
20150.79%-0.76%1.45%1.49%
20144.39%2.66%1.26%1.58%
20130.64%-3.75%-0.37%0.33%
20123.18%2.27%2.58%1.11%
2011-0.24%5.13%4.54%2.24%
2010-5.87%N/AN/AN/A

Rank In Category (By Total Return)

YTD24
1-Month19
3-Month14
1-Year33
3-Year54
5-Year46

Load Adjusted Returns

1-Year2.50%
3-Year4.34%
5-Year2.89%
10-Year3.95%
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