usaa mutual fund performance


Carefully consider a fund's investment objectives, risks, charges and expenses before investing.

The investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. The fund invests primarily in equity securities of companies that are considered to be undervalued. Past performance is no guarantee of future results. Provides potential income you can take or reinvest.

The principal investment strategy is to normally invest at least 80% of its assets in government securities, U.S. Treasury bills, notes, and bonds; Treasury Inflation Protected Securities (TIPS); mortgage-backed securities (MBS) backed by the Government National Mortgage Association (Ginnie Mae), the Federal National Mortgage Association (Fannie Mae), and the Federal Home Loan Mortgage Corporation (Freddie Mac); U.S. government agency collateralized mortgage obligations; securities issued by U.S. government agencies and instrumentalities; and repurchase agreements collateralized by such investments. Higher income potential than U.S. Treasuries. Victory Capital means Victory Capital Management Inc., the investment adviser of the Victory Capital mutual funds and USAA Mutual Funds. Fee waivers and/or expense reimbursements were in place for some or all periods shown, without which, fund performance would have been lower. This is a placeholder for MF listing Asset Class popup. Victory Capital and its affiliates are not affiliated with United Services Automobile Association or its affiliates. The investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost.

This information must be preceded or accompanied by a current prospectus. Victory Capital means Victory Capital Management Inc., the investment adviser of the Victory Capital mutual funds and USAA Mutual Funds. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. USAA Mutual Funds. The Morningstar RatingTM for funds, or “star rating,” is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed- end funds, and separate accounts) with at least a three-year history. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. The Morningstar RatingTM for funds, or “star rating,” is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed- end funds, and separate accounts) with at least a three-year history. Victory Capital mutual funds and USAA Mutual Funds are distributed by Victory Capital Services, Inc. (VCS), member FINRA, an affiliate of Victory Capital. Past performance does not guarantee future results. ©2020 Morningstar, Inc. All rights reserved. Read it carefully before investing. Not FDIC Insured • May Lose Value • No Bank Guarantee.

Although the fund will invest primarily in U.S. securities, it may invest up to 20% of its total assets in foreign securities including securities issued in emerging markets. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. S&P 500 Index Fund (USPPX) is a USAA mutual fund that tracks the performance of the S&P-500 Index by investing in the largest 500 U.S. companies. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Preservation of Capital has the lowest volatility level (one) and Very Aggressive as the highest volatility level (seven). USAA Investment Management Company allocates assets across a wide range of mutual fund categories, including equity and fixed-income funds.
Please note: High, double-digit returns are highly unusual and cannot be sustained. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Download a prospectus or summary prospectus containing this and other important information. The value of your investment is also subject to geopolitical risks such as wars, terrorism, environmental disasters, and public health crises; the risk of technology malfunctions or disruptions; and the responses to such events by governments and/or individual companies. The Russell 3000® Value Index is a market-capitalization-weighted index that measures the performance of those companies in the Russell 3000® index with lower price-to-book ratios and lower forecasted growth values. See USAA 500 Index Fund (USSPX) mutual fund ratings from all the top fund analysts in one place. Past performance does not guarantee future results. The fund's investment objective is long-term growth of capital. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.

The company seeks to follow military values — … USAA Mutual Funds. Stock selection seeks long-term growth potential. Investors should be aware that these returns were primarily achieved during favorable market conditions. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Taxable Fixed Income; Tax Exempt Fixed Income; USCBX California Bond USNYX New York Bond USATX Tax Exempt Intermediate-Term USTEX Tax Exempt Long-Term USSTX Tax Exempt Short-Term Fee waivers and/or expense reimbursements were in place for some or all periods shown, without which, fund performance would have been lower. An investment in the Fund(s) is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Morningstar Rating does not include any adjustment for sales loads. Small movements in interest rates may quickly and significantly reduce the value of certain MBS. See performance data and interactive charts for USAA Science & Technology Fund (USSCX).

Victory Capital means Victory Capital Management Inc., the investment adviser of the Victory Capital mutual funds and USAA Mutual Funds.

Read it carefully before investing. Exchange-traded funds and open-ended mutual … The value of your investment is also subject to geopolitical risks such as wars, terrorism, environmental disasters, and public health crises; the risk of technology malfunctions or disruptions; and the responses to such events by governments and/or individual companies. Fund performance used for the rankings reflects certain fee waivers, without which, Morningstar rankings would have been lower and Morningstar ratings may have been lower.

Victory Capital Management does not evaluate these ratings but simply assigns the to the appropriate credit quality category as determined by the rating agency. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Please contact us. The bond market is volatile. Past performance does not guarantee future results. Net expense ratio reflects the contractual waiver and/or reimbursement of management fees through June 30, 2021. Fixed income securities are subject to interest rate, inflation, credit and default risk. Performance for periods greater than one year are annualized. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Morningstar Ratings are based on risk-adjusted performance. ©2020 Morningstar, Inc. All rights reserved. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Not FDIC Insured • May Lose Value • No Bank Guarantee. Returns include reinvestment of dividends and capital gains. All investing involves risk, including the potential loss of principal. The Morningstar Rating does not include any adjustment for sales loads. Performance for periods greater than one year are annualized. The securities issued by U.S. government agencies and instrumentalities are supported by the credit of the issuing agency, instrumentality or corporation (which are neither issued nor guaranteed by the U.S. Treasury), including but not limited to Fannie Mae, Freddie Mac, Farmer Mac, Federal Farm Credit Bank, Federal Home Loan Bank, Private Export Funding Corp (Pefco), and the Small Business Administration. Taxable Fixed Income; Tax Exempt Fixed Income; USCBX California Bond USNYX New York Bond USATX Tax Exempt Intermediate-Term USTEX …

Returns include reinvestment of dividends and capital gains. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The Fund has a target average maturity of 5-10 years. Bonds and bond funds will decrease in value as interest rates rise and vice versa. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Download a prospectus or summary prospectus containing this and other important information. See USAA 500 Index Fund (USSPX) mutual fund ratings from all the top fund analysts in one place. The performance quoted represents past performance and current performance may be lower or higher. The performance quoted represents past performance and current performance may be lower or higher.
Daily Prices (NAVs) & Performance. Performance for periods greater than one year are annualized. Victory Capital and its affiliates are not affiliated with United Services Automobile Association or its affiliates. Fund performance used for the rankings reflects certain fee waivers, without which, Morningstar rankings would have been lower and Morningstar ratings may have been lower.

Investors should be aware that these returns were primarily achieved during favorable market conditions.

While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

Fundamental research focuses on U.S. and foreign companies with strong future prospects. Carefully consider a fund's investment objectives, risks, charges and expenses before investing. High yield securities may be more volatile, be subject to greater levels of credit or default risk, and may be less liquid and more difficult to sell at an advantageous time or price than higher-rated securities of similar maturity. The fund’s risk and volatility are based on their investment category assigned by Morningstar.

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