Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UGEIX (USAA Global Equity Income Fund Shares) | 12.86% | 32.14% | 21.72% | 12.61% | 11.35% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UGEIX (USAA Global Equity Income Fund Shares) | 08/10/2015 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.51 | 32.14 | 21.72 | 12.61 | 11.35 | NA | NA | … | … | 12.86 | 28.23 | 12.74 | 14.28 | -10.10 | 22.30 | 5.96 | 21.69 | -8.13 | 16.82 | 8.71 | -6.84 |
| Sharpe Ratio | NA | 2.68 | 1.53 | 0.74 | 0.63 | NA | NA | … | … | 2.43 | 1.74 | 0.85 | 0.99 | -0.61 | 1.98 | 0.18 | 2.00 | -0.77 | 2.84 | 0.65 | -0.96 |
| Standard Deviation(%) | NA | 11.71 | 12.46 | 13.79 | 15.57 | NA | NA | … | … | 13.82 | 14.65 | 10.72 | 10.78 | 18.94 | 11.25 | 32.21 | 10.13 | 12.45 | 5.72 | 13.15 | 17.15 |
| Draw Down(%) | NA | 7.62 | 13.17 | 20.69 | 34.88 | NA | NA | … | … | 7.62 | 13.17 | 6.82 | 8.81 | 20.69 | 5.08 | 34.88 | 7.21 | 16.68 | 2.13 | 9.26 | 11.70 |
| Yield(%) | 0.00 | 12.13 | 13.62 | 10.18 | 8.93 | 5.84 | 4.38 | … | … | 0.13 | 13.40 | 23.19 | 3.42 | 7.47 | 10.12 | 1.71 | 8.32 | 6.14 | 3.02 | 2.31 | 0.26 |
Data as of 06/03/2026, Common starting date is 08/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UGEIX (USAA Global Equity Income Fund Shares) |
-1.51%
Mar 2017 – Mar 2020 |
3.68%
Sep 2017 – Sep 2022 |
9.78%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UGEIX (USAA Global Equity Income Fund Shares) |
22.85%
May 2023 – May 2026 |
15.50%
Mar 2020 – Mar 2025 |
12.28%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart