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USAA Growth Institutional (UIGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.20-0.06 (-0.16%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return19.90%
5-year average return15.04%
Number of years up12
Number of years down3
Best 1-yr total return (20 Jun 2024)48.27%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return48.27%
Worst 3-yr total return2.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUIGRXCategory
YTD12.87%12.38%
1-month5.73%5.09%
3-month1.99%10.28%
1-year32.04%41.70%
3-year7.83%22.56%
5-year15.33%21.98%
10-year13.50%15.99%
Last bull market31.14%25.99%
Last bear market-22.90%-17.29%

Annual total return (%) history

Year
UIGRXCategory
2024
N/AN/A
2023
48.27%N/A
2022
-32.45%N/A
2021
17.26%N/A
2020
37.05%35.86%
2019
27.69%31.90%
2018
-4.33%-2.09%
2017
28.50%27.67%
2016
6.51%3.23%
2015
5.72%3.60%
2014
14.81%10.00%
2013
35.60%33.92%
2012
17.98%15.34%
2011
-1.87%-2.46%
2010
16.38%15.53%
2009
28.04%35.68%
2008
N/A-40.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.68%N/AN/AN/A
202318.94%13.68%-3.71%13.89%
2022-11.28%-22.90%-4.20%3.09%
20210.41%11.50%-1.28%6.09%
2020-12.97%27.81%12.07%9.93%
201915.72%5.43%-4.20%9.24%
2018-0.07%2.04%7.18%-12.46%
20178.31%5.78%5.39%6.43%
2016-0.46%0.96%7.00%-0.95%
20152.76%-0.56%-4.35%8.17%
20141.50%4.43%1.17%7.07%
20139.67%2.92%7.78%11.45%
201213.99%-5.13%7.21%1.77%
20113.87%1.11%-15.02%9.94%
20104.74%-11.92%13.02%11.62%
2009-3.84%10.71%12.33%7.06%
2008-24.25%N/AN/AN/A

Rank in category (by total return)

YTD46
1-month38
3-month59
1-year48
3-year41
5-year54

Load adjusted returns

1-year32.04%
3-year7.83%
5-year15.33%
10-year13.50%