Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
USBAX (USAA Ultra Short-Term Bond Fund Class A) 1.04% 3.92% 5.33% 3.35% 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
USBAX (USAA Ultra Short-Term Bond Fund Class A) 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 (%) 0.00 3.92 5.33 3.35 NA NA NA 1.04 4.99 5.95 6.19 -0.73 -0.10 2.22
Sharpe Ratio NA 1.18 1.42 0.58 NA NA NA 0.04 1.41 1.44 1.54 -1.62 -0.26 5.46
Standard Deviation(%) NA 1.51 1.56 1.45 NA NA NA 1.40 1.50 1.62 1.66 1.34 0.47 0.80
Draw Down(%) NA 0.59 0.59 2.90 NA NA NA 0.59 0.40 0.20 0.50 2.42 0.59 0.20
Yield(%) 0.00 3.94 4.65 3.46 1.88 1.25 0.94 1.33 4.57 5.11 4.51 1.75 0.68 0.69
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
USBAX (USAA Ultra Short-Term Bond Fund Class A) 1.29%
Jul 2020 – Jul 2023
3.10%
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
USBAX (USAA Ultra Short-Term Bond Fund Class A) 5.84%
Oct 2022 – Oct 2025
3.37%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return