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UISCX: USAA Small Cap Stock Instl (MUTUAL FUND)
Basic Info 22.24 0.19(0.86%) June 11
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 11/03/2011 |
| Last Dividend Date: | 12/22/2020 |
| 12-Mo. Yield | 7.46% |
| Expenses | 0.98% |
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Performance Analytics (As of 06/04/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.6 | 19.1 | 76.7 | 15.2 | 16.9 | 12.8 | 13.7 | 22.4 | 29.1 | -9.9 | 10.3 | 19.1 | -5.2 | 2.8 | 38.0 | 15.5 | -1.9 | 28.1 | 28.6 | 3.1 |
| SR | NA | 1.87 | 2.52 | 0.5 | 0.64 | 0.55 | 0.64 | 0.52 | 1.82 | -0.65 | 0.81 | 1.07 | -0.33 | 0.19 | 2.88 | 0.96 | -0.06 | 1.25 | 0.91 | 3.88 |
| DD(%) | NA | 8.2 | 11.6 | 42.4 | 42.4 | 42.4 | 42.4 | 42.4 | 8.4 | 26.4 | 6.5 | 14.1 | 17.0 | 11.7 | 5.9 | 12.6 | 27.7 | 17.7 | 30.0 | 3.8 |
| SD(%) | NA | 24.6 | 24.8 | 28.7 | 24.0 | 21.9 | 22.7 | 42.4 | 15.2 | 17.2 | 12.0 | 17.6 | 15.5 | 14.5 | 13.2 | 16.1 | 31.4 | 22.4 | 31.3 | 34.9 |
| TR | NA | 0.39 | 0.56 | 0.14 | 0.15 | 0.12 | 0.15 | 0.21 | 0.27 | -0.11 | 0.09 | 0.18 | -0.05 | 0.03 | 0.4 | 0.16 | -0.02 | 0.3 | 0.33 | 1.39 |
| Alpha(%) | NA | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.03 | 0.0 | -0.01 | -0.02 | 0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.07 |
| Beta(%) | NA | 1.17 | 1.12 | 1.05 | 1.05 | 1.02 | 0.98 | 1.04 | 1.01 | 1.0 | 1.13 | 1.02 | 0.99 | 0.98 | 0.95 | 0.96 | 0.99 | 0.93 | 0.87 | 0.98 |
| RS | NA | 0.97 | 0.97 | 0.98 | 0.97 | 0.97 | 0.97 | 0.99 | 0.96 | 0.97 | 0.93 | 0.95 | 0.95 | 0.95 | 0.96 | 0.93 | 0.99 | 0.99 | 0.98 | 1.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2011
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
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* Day change on 06/11/2021.Latest Articles Related to UISCX
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