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USAA Value Institutional (UIVAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.93+0.03 (+0.15%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.09%
5-year average return9.65%
Number of years up10
Number of years down5
Best 1-yr total return (20 Jun 2024)36.05%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return36.05%
Worst 3-yr total return2.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUIVAXCategory
YTD10.13%4.44%
1-month3.02%-4.04%
3-month4.57%4.09%
1-year26.12%14.37%
3-year7.62%6.04%
5-year11.20%9.20%
10-year8.03%8.57%
Last bull market24.49%22.97%
Last bear market-9.16%-11.27%

Annual total return (%) history

Year
UIVAXCategory
2024
N/AN/A
2023
13.96%11.63%
2022
-5.65%-5.90%
2021
25.94%26.22%
2020
-0.94%2.91%
2019
25.00%25.04%
2018
-12.74%-8.53%
2017
15.26%15.94%
2016
14.50%14.81%
2015
-3.35%-4.05%
2014
8.45%10.21%
2013
36.05%31.21%
2012
14.64%14.57%
2011
-0.18%-0.75%
2010
16.38%13.66%
2009
31.07%24.13%
2008
N/A-37.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.33%N/AN/AN/A
20231.60%4.36%-1.28%8.86%
2022-0.22%-9.16%-6.88%11.79%
202111.99%5.52%-1.30%7.97%
2020-29.13%14.55%4.44%16.84%
201912.46%3.43%0.21%7.25%
2018-4.39%2.27%5.71%-15.58%
20174.06%2.00%3.40%5.02%
2016-0.60%2.24%4.38%7.93%
20151.39%0.88%-9.09%3.94%
20142.21%3.17%-1.85%4.79%
201311.28%4.83%6.33%9.68%
201212.34%-4.92%5.67%1.57%
20117.30%0.14%-18.71%14.28%
20107.62%-12.49%11.18%11.15%
2009-12.06%17.86%18.25%6.94%
2008-20.46%N/AN/AN/A

Rank in category (by total return)

YTD15
1-month52
3-month35
1-year23
3-year27
5-year55

Load adjusted returns

1-year26.12%
3-year7.62%
5-year11.20%
10-year8.03%