Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UGTAX (USAA Growth and Tax Strategy Fund Class A) | 6.27% | 17.04% | 12.61% | 6.54% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UGTAX (USAA Growth and Tax Strategy Fund Class A) | 06/30/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 17.04 | 12.61 | 6.54 | NA | NA | NA | … | … | 6.27 | 9.96 | 12.95 | 15.70 | -16.07 | 14.48 | 12.59 |
| Sharpe Ratio | NA | 2.37 | 1.30 | 0.47 | NA | NA | NA | … | … | 1.82 | 0.81 | 1.43 | 1.63 | -1.45 | 2.23 | 3.23 |
| Standard Deviation(%) | NA | 6.21 | 7.56 | 8.55 | NA | NA | NA | … | … | 7.33 | 8.78 | 6.53 | 7.46 | 12.13 | 6.49 | 8.11 |
| Draw Down(%) | NA | 5.26 | 11.75 | 20.71 | NA | NA | NA | … | … | 5.26 | 11.25 | 3.65 | 8.75 | 20.71 | 3.03 | 4.62 |
| Yield(%) | 0.00 | 1.99 | 2.06 | 1.78 | 1.20 | 0.80 | 0.60 | … | … | 0.47 | 1.82 | 2.19 | 2.08 | 1.19 | 1.74 | 0.76 |
Data as of 06/03/2026, Common starting date is 06/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UGTAX (USAA Growth and Tax Strategy Fund Class A) |
2.30%
Oct 2020 – Oct 2023 |
5.54%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UGTAX (USAA Growth and Tax Strategy Fund Class A) |
14.09%
Sep 2022 – Sep 2025 |
8.40%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart