Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UITIX (USAA Tax Exempt Intermediate Term Fund) | 1.81% | 6.80% | 4.19% | 1.24% | 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 |
|---|---|---|
| UITIX (USAA Tax Exempt Intermediate Term Fund) | 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 (%) | 0.63 | 6.80 | 4.19 | 1.24 | NA | NA | NA | … | … | 1.81 | 4.50 | 2.33 | 5.65 | -8.05 | 2.21 | 3.77 |
| Sharpe Ratio | NA | 1.66 | 0.27 | -0.37 | NA | NA | NA | … | … | 0.38 | 0.29 | -0.47 | 0.61 | -2.59 | 1.45 | 5.02 |
| Standard Deviation(%) | NA | 2.34 | 3.99 | 3.64 | NA | NA | NA | … | … | 2.57 | 5.53 | 2.74 | 3.29 | 3.68 | 1.51 | 1.49 |
| Draw Down(%) | NA | 2.42 | 4.95 | 12.43 | NA | NA | NA | … | … | 2.42 | 4.95 | 1.89 | 4.65 | 12.05 | 1.78 | 0.99 |
| Yield(%) | 0.00 | 3.28 | 3.35 | 2.84 | 1.71 | 1.14 | 0.86 | … | … | 1.16 | 3.50 | 3.32 | 3.33 | 2.71 | 2.48 | 1.40 |
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 |
|---|---|---|---|---|
| UITIX (USAA Tax Exempt Intermediate Term Fund) |
-1.74%
Oct 2020 – Oct 2023 |
0.75%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UITIX (USAA Tax Exempt Intermediate Term Fund) |
5.46%
Oct 2022 – Oct 2025 |
1.68%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart