Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UGTCX (USAA Growth and Tax Strategy Fund Class C) | 6.23% | 16.32% | 11.86% | 5.70% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UGTCX (USAA Growth and Tax Strategy Fund Class C) | 06/30/2020 | 06/04/2026 |
| 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 (%) | 0.51 | 16.32 | 11.86 | 5.70 | NA | NA | NA | … | … | 6.23 | 9.10 | 12.10 | 14.89 | -16.69 | 13.61 | 12.24 |
| Sharpe Ratio | NA | 2.24 | 1.19 | 0.38 | NA | NA | NA | … | … | 1.72 | 0.71 | 1.30 | 1.52 | -1.50 | 2.10 | 3.14 |
| Standard Deviation(%) | NA | 6.19 | 7.55 | 8.54 | NA | NA | NA | … | … | 7.30 | 8.78 | 6.52 | 7.45 | 12.13 | 6.48 | 8.10 |
| Draw Down(%) | NA | 5.32 | 11.98 | 21.11 | NA | NA | NA | … | … | 5.32 | 11.34 | 3.68 | 8.97 | 21.11 | 3.07 | 4.65 |
| Yield(%) | 0.00 | 1.26 | 1.31 | 1.14 | 0.78 | 0.52 | 0.39 | … | … | 0.29 | 1.15 | 1.45 | 1.48 | 0.69 | 1.21 | 0.46 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| UGTCX (USAA Growth and Tax Strategy Fund Class C) |
1.55%
Oct 2020 – Oct 2023 |
4.77%
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 |
|---|---|---|---|---|
| UGTCX (USAA Growth and Tax Strategy Fund Class C) |
13.23%
Sep 2022 – Sep 2025 |
7.59%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart