Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USAAX (GROWTH FUND GROWTH FUND SHARES) | 4.26% | 19.21% | 22.68% | 12.28% | 15.54% | 14.92% | 11.34% | … | … |
Data as of 06/04/2026, Common starting date is 10/23/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USAAX (GROWTH FUND GROWTH FUND SHARES) | 10/23/1980 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | 19.21 | 22.68 | 12.28 | 15.54 | 14.92 | 11.34 | … | … | 4.26 | 16.68 | 32.82 | 48.38 | -32.49 | 16.97 | 37.07 | 27.62 | -4.33 | 28.44 | 6.42 | 5.61 | 14.75 | 35.63 | 17.93 | -2.01 | 16.26 | 27.87 | -45.21 | 19.70 | -0.46 | 9.65 | 12.66 | 24.87 | -31.79 | -23.84 | -19.07 | 21.69 | 32.28 | 3.73 | 17.91 | 32.07 | 3.42 | 7.53 | 9.98 | 27.73 | -0.04 | 27.34 | 6.55 | 5.69 | 10.22 | 17.64 | -7.49 | 11.88 | 20.61 | -10.14 | 15.44 |
| Sharpe Ratio | NA | 1.24 | 1.07 | 0.45 | 0.66 | NA | NA | … | … | 0.62 | 0.59 | 1.65 | 2.64 | -1.07 | 0.95 | 1.08 | 1.89 | -0.31 | 3.49 | 0.44 | 0.36 | 1.17 | 3.03 | 1.30 | -0.08 | 0.80 | 1.15 | -1.17 | 0.90 | -0.28 | 0.58 | 0.90 | 1.50 | -1.23 | -0.76 | -0.82 | 0.99 | 1.32 | 0.00 | 1.45 | 3.60 | 0.04 | 0.48 | 0.72 | 1.75 | -0.39 | 1.73 | 0.11 | 0.05 | 0.33 | 1.18 | -0.91 | 0.32 | 0.58 | -1.34 | 2.99 |
| Standard Deviation(%) | NA | 15.66 | 19.49 | 22.17 | 21.15 | NA | NA | … | … | 17.52 | 23.69 | 17.73 | 17.12 | 31.82 | 17.86 | 33.91 | 13.81 | 18.68 | 7.99 | 14.21 | 15.29 | 12.60 | 11.74 | 13.82 | 24.80 | 20.27 | 24.16 | 39.35 | 18.37 | 14.01 | 12.69 | 12.93 | 16.14 | 26.79 | 35.15 | 28.36 | 18.48 | 21.89 | 21.16 | 9.75 | 7.81 | 9.66 | 11.16 | 10.29 | 13.51 | 14.09 | 12.38 | 15.08 | 26.82 | 17.47 | 10.34 | 15.87 | 17.25 | 21.95 | 15.37 | 36.30 |
| Draw Down(%) | NA | 16.92 | 23.55 | 38.43 | 38.43 | NA | NA | … | … | 15.25 | 23.55 | 12.60 | 11.35 | 35.88 | 10.03 | 29.82 | 9.12 | 18.11 | 3.01 | 12.38 | 11.01 | 8.14 | 6.00 | 11.15 | 20.26 | 16.68 | 18.85 | 52.95 | 10.54 | 16.11 | 9.29 | 12.72 | 10.87 | 39.17 | 45.77 | 29.64 | 11.37 | 20.69 | 22.73 | 10.15 | 5.21 | 9.46 | 6.79 | 6.06 | 6.50 | 16.40 | 7.28 | 8.99 | 30.26 | 17.61 | 11.31 | 17.59 | 14.44 | 12.84 | 15.81 | 3.61 |
| Yield(%) | 0.00 | 10.98 | 11.66 | 8.70 | 12.06 | 14.79 | 11.77 | … | … | 0.00 | 11.22 | 12.83 | 9.10 | 4.41 | 11.14 | 5.60 | 26.34 | 11.43 | 3.06 | 5.44 | 6.86 | 7.65 | 0.97 | 0.46 | 0.30 | 0.06 | 0.12 | 0.13 | 0.03 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 | 2.13 | 11.57 | 4.35 | 12.33 | 18.28 | 8.08 | 15.83 | 11.64 | 3.40 | 2.97 | 3.13 | 3.96 | 2.91 | 28.41 | 11.90 | 2.17 | 1.57 | 1.12 | 2.91 | 2.30 | 2.82 |
Data as of 06/04/2026, Common starting date is 10/23/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USAAX (GROWTH FUND GROWTH FUND SHARES) |
-26.43%
Mar 2000 – Mar 2003 |
-11.80%
Mar 2000 – Mar 2005 |
-7.61%
Feb 1999 – Feb 2009 |
-0.73%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USAAX (GROWTH FUND GROWTH FUND SHARES) |
32.94%
Sep 2022 – Sep 2025 |
21.56%
Feb 2009 – Feb 2014 |
18.34%
Sep 2011 – Sep 2021 |
16.10%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart