Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USTIX (USAA Tax Exempt Short-Term Fund Institutional Shares) | 0.91% | 3.80% | 3.97% | 1.66% | 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 |
|---|---|---|
| USTIX (USAA Tax Exempt Short-Term Fund Institutional Shares) | 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 (%) | 0.19 | 3.80 | 3.97 | 1.66 | NA | NA | NA | … | … | 0.91 | 4.41 | 3.20 | 4.43 | -4.01 | 0.09 | 1.24 |
| Sharpe Ratio | NA | 0.97 | 0.45 | -0.46 | NA | NA | NA | … | … | -0.33 | 0.68 | -0.26 | 0.40 | -2.54 | 0.08 | 2.44 |
| Standard Deviation(%) | NA | 1.32 | 1.89 | 1.87 | NA | NA | NA | … | … | 1.51 | 2.26 | 1.61 | 1.96 | 2.15 | 0.84 | 0.98 |
| Draw Down(%) | NA | 1.34 | 1.95 | 7.02 | NA | NA | NA | … | … | 1.34 | 1.95 | 0.82 | 1.59 | 6.41 | 0.84 | 0.57 |
| Yield(%) | 0.00 | 2.59 | 2.87 | 2.33 | 1.31 | 0.87 | 0.65 | … | … | 0.91 | 2.88 | 2.95 | 2.85 | 1.81 | 1.25 | 0.71 |
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 |
|---|---|---|---|---|
| USTIX (USAA Tax Exempt Short-Term Fund Institutional Shares) |
-0.88%
Sep 2020 – Sep 2023 |
1.35%
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 |
|---|---|---|---|---|
| USTIX (USAA Tax Exempt Short-Term Fund Institutional Shares) |
4.69%
Oct 2022 – Oct 2025 |
1.92%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart