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USAA Ultra Short-Term Bond Institutional (UUSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.02+0.01 (+0.10%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.88%
5-year average return2.76%
Number of years up9
Number of years down1
Best 1-yr total return (29 Apr 2024)6.53%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return6.53%
Worst 3-yr total return0.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUUSIXCategory
YTD1.62%0.23%
1-month0.55%0.00%
3-month1.62%0.13%
1-year6.72%0.98%
3-year2.60%1.85%
5-year2.79%1.66%
10-year2.07%1.19%
Last bull market2.22%1.14%
Last bear market-0.95%-0.10%

Annual total return (%) history

Year
UUSIXCategory
2024
N/AN/A
2023
6.53%N/A
2022
-0.62%N/A
2021
0.87%N/A
2020
2.87%1.34%
2019
4.43%3.08%
2018
1.46%1.61%
2017
1.44%1.44%
2016
1.68%1.41%
2015
0.04%0.17%
2014
1.01%0.34%
2013
N/A0.49%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.62%N/AN/AN/A
20231.44%1.32%1.47%2.14%
2022-1.14%-0.95%0.20%1.28%
20210.48%0.44%0.13%-0.18%
2020-5.36%5.36%1.66%1.47%
20191.58%1.20%0.68%0.90%
2018-0.01%0.54%0.69%0.23%
20170.42%0.34%0.52%0.14%
20160.28%0.91%0.42%0.06%
20150.54%0.15%-0.40%-0.24%
20140.40%0.51%0.10%-0.01%
20130.46%N/AN/AN/A

Rank in category (by total return)

YTD23
1-month23
3-month23
1-year20
3-year35
5-year8

Load adjusted returns

1-year6.72%
3-year2.60%
5-year2.79%
10-year2.07%