Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UVAIX (USAA Virginia Bond Fund Institutional Shares) | 2.25% | 8.01% | 3.81% | 0.79% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UVAIX (USAA Virginia Bond Fund Institutional Shares) | 06/30/2020 | 06/05/2026 |
| 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 (%) | 0.48 | 8.01 | 3.81 | 0.79 | NA | NA | NA | … | … | 2.25 | 2.72 | 2.12 | 6.42 | -9.64 | 2.00 | 3.16 |
| Sharpe Ratio | NA | 1.48 | 0.16 | -0.34 | NA | NA | NA | … | … | 0.53 | -0.02 | -0.37 | 0.53 | -2.28 | 1.22 | 4.11 |
| Standard Deviation(%) | NA | 3.20 | 5.76 | 5.16 | NA | NA | NA | … | … | 3.52 | 7.70 | 4.04 | 5.25 | 4.87 | 1.61 | 1.52 |
| Draw Down(%) | NA | 2.85 | 7.98 | 14.93 | NA | NA | NA | … | … | 2.85 | 6.87 | 2.89 | 8.38 | 14.70 | 1.78 | 1.17 |
| Yield(%) | 0.00 | 3.11 | 3.09 | 2.62 | 1.55 | 1.03 | 0.78 | … | … | 1.08 | 3.19 | 3.02 | 3.23 | 2.48 | 2.23 | 1.14 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| UVAIX (USAA Virginia Bond Fund Institutional Shares) |
-3.54%
Oct 2020 – Oct 2023 |
-0.28%
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 |
|---|---|---|---|---|
| UVAIX (USAA Virginia Bond Fund Institutional Shares) |
5.63%
Oct 2022 – Oct 2025 |
1.08%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
