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USAA Growth & Income (USGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.43-0.03 (-0.11%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.93%
5-year average return12.31%
Number of years up23
Number of years down7
Best 1-yr total return (20 Jun 2024)35.91%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return35.91%
Worst 3-yr total return5.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUSGRXCategory
YTD11.13%5.31%
1-month4.41%-4.19%
3-month3.61%3.90%
1-year29.16%20.31%
3-year8.59%6.48%
5-year13.14%11.78%
10-year10.22%10.96%
Last bull market27.45%25.56%
Last bear market-15.26%-15.11%

Annual total return (%) history

Year
USGRXCategory
2024
N/AN/A
2023
26.69%22.32%
2022
-18.48%-16.96%
2021
22.67%26.07%
2020
17.46%15.83%
2019
21.77%28.78%
2018
-8.74%-6.27%
2017
20.64%20.44%
2016
11.86%10.37%
2015
-0.53%-1.07%
2014
11.21%10.96%
2013
35.91%31.50%
2012
12.49%14.96%
2011
-2.53%-1.27%
2010
15.93%14.01%
2009
32.27%28.17%
2008
-41.46%-37.79%
2007
9.49%6.16%
2006
9.55%14.17%
2005
6.91%5.88%
2004
10.66%10.02%
2003
29.22%27.05%
2002
-21.27%-22.25%
2001
-6.13%-13.50%
2000
2.99%-6.31%
1999
14.30%20.16%
1998
6.46%22.39%
1997
26.04%28.37%
1996
23.04%20.76%
1995
31.57%32.35%
1994
1.29%-0.93%
1993
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.60%N/AN/AN/A
20237.21%8.66%-3.00%12.11%
2022-5.27%-15.26%-5.12%7.03%
20214.28%8.18%-0.42%9.19%
2020-20.78%21.74%9.66%11.05%
201911.81%3.77%-1.95%7.04%
2018-1.54%2.73%5.30%-14.32%
20175.77%3.77%2.85%6.87%
2016-1.68%-0.10%7.28%6.16%
20150.74%1.84%-8.26%5.69%
20141.25%4.75%1.05%3.77%
20139.51%3.53%7.25%11.77%
201213.34%-6.57%6.82%-0.55%
20114.93%0.18%-16.96%11.66%
20105.93%-12.30%12.43%10.99%
2009-8.69%16.19%17.19%6.39%
2008-11.57%0.08%-11.38%-25.35%
20072.88%7.21%1.10%-1.81%
20063.71%-3.39%2.61%6.55%
2005-1.97%1.98%4.76%2.08%
20041.50%2.30%-3.01%9.87%
2003-4.09%16.13%3.10%12.53%
20020.17%-12.55%-16.28%7.35%
2001-6.30%4.78%-13.19%10.14%
20001.55%-0.06%-0.59%2.08%
19994.63%11.09%-8.98%8.03%
199811.62%-1.64%-17.48%17.52%
19972.29%13.96%7.96%0.16%
19966.69%2.39%3.42%8.90%
19956.58%8.81%7.90%5.15%
1994-3.96%0.91%5.92%-1.33%
19932.40%2.45%N/AN/A

Rank in category (by total return)

YTD36
1-month56
3-month44
1-year25
3-year40
5-year74

Load adjusted returns

1-year29.16%
3-year8.59%
5-year13.14%
10-year10.22%