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USAA Global Managed Volatility Instl (UGOFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.01-0.03 (-0.27%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.55%
5-year average return8.84%
Number of years up10
Number of years down5
Best 1-yr total return (20 Jun 2024)21.97%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return21.97%
Worst 3-yr total return0.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUGOFXCategory
YTD6.87%12.08%
1-month4.27%0.64%
3-month2.58%6.49%
1-year20.79%38.01%
3-year5.66%12.74%
5-year9.47%12.82%
10-year6.49%9.05%
Last bull market19.93%18.82%
Last bear market-12.43%-20.53%

Annual total return (%) history

Year
UGOFXCategory
2024
N/AN/A
2023
19.78%N/A
2022
-15.70%N/A
2021
21.34%N/A
2020
6.44%12.96%
2019
21.97%25.26%
2018
-8.61%-10.06%
2017
21.24%22.28%
2016
6.46%6.93%
2015
-3.27%-0.92%
2014
-1.39%3.67%
2013
12.17%24.08%
2012
10.02%14.39%
2011
-3.40%-7.19%
2010
2.37%14.49%
2009
18.90%34.45%
2008
N/A-41.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.57%N/AN/AN/A
20236.91%4.93%-3.76%10.95%
2022-6.92%-12.43%-7.04%11.26%
20214.32%8.19%-1.17%8.79%
2020-21.42%14.78%5.59%11.77%
201910.64%3.05%0.46%6.48%
2018-0.28%-0.74%3.91%-11.15%
20176.36%3.71%4.27%5.40%
20160.35%1.15%4.08%0.77%
20152.20%0.11%-9.04%3.94%
20140.45%2.32%-3.05%-1.04%
20132.11%0.10%4.72%4.80%
20126.69%-3.82%4.48%2.63%
20112.87%0.58%-11.40%5.38%
20102.11%-7.59%5.12%3.20%
2009-9.30%13.59%11.17%3.81%
2008-6.35%N/AN/AN/A

Rank in category (by total return)

YTD63
1-month51
3-month76
1-year55
3-year31
5-year67

Load adjusted returns

1-year20.79%
3-year5.66%
5-year9.47%
10-year6.49%