- ISIN
- US9032884051
- CUSIP
- 903288405
- Issuer
- Victory
- Inception Date
- Oct 19, 1981
- Category
- Large Cap Growth Equities
- Min. Investment
- $3,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
USAUX Performance Chart
USAA Aggressive Growth Fund (USAUX) is up 5.4% since the beginning of the year. USAUX is currently trading at $79 per share. Investors who bought $1,000 worth of USAUX shares 5 years ago would now be looking at an investment worth $1,717.
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Returns By Period
USAA Aggressive Growth Fund (USAUX) has returned 5.36% so far this year and 20.18% over the past 12 months. Looking at the last ten years, USAUX has achieved an annualized return of 15.77%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
USAA Aggressive Growth Fund
- 1D
- 1.45%
- 1M
- -0.69%
- YTD
- 5.36%
- 6M
- 4.63%
- 1Y
- 20.18%
- 3Y*
- 23.01%
- 5Y*
- 11.42%
- 10Y*
- 15.77%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
USAUX Monthly Returns History
Based on dividend-adjusted daily data since Jul 29, 1981, USAUX's average daily return is +0.05%, while the average monthly return is +0.98%. At this rate, an investment would double in approximately 5.9 years.
Historically, 59% of months were positive and 41% were negative. The best month was Feb 2000 with a return of +28.8%, while the worst month was Oct 1987 at -25.7%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.
On a daily basis, USAUX closed higher 50% of trading days. The best single day was Oct 29, 1982 with a return of +18.8%, while the worst single day was Oct 23, 1987 at -19.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.07% | -2.95% | -5.44% | 12.50% | 6.32% | -2.97% | 5.36% | ||||||
| 2025 | 2.41% | -4.60% | -8.90% | 3.81% | 9.62% | 7.11% | 3.26% | 0.49% | 4.46% | 3.34% | -2.45% | -1.33% | 16.98% |
| 2024 | 3.67% | 8.40% | 1.95% | -5.46% | 6.22% | 7.16% | -3.52% | 2.89% | 2.47% | 0.20% | 6.48% | -0.13% | 33.63% |
| 2023 | 9.20% | -0.23% | 7.36% | 0.89% | 5.19% | 7.27% | 3.16% | -0.37% | -5.32% | -1.72% | 11.70% | 4.30% | 48.36% |
| 2022 | -11.89% | -5.09% | 3.67% | -13.51% | -3.26% | -7.58% | 11.35% | -4.76% | -9.87% | 5.35% | 4.08% | -7.89% | -35.30% |
| 2021 | -2.26% | 2.53% | -0.99% | 6.77% | -1.77% | 7.07% | 2.82% | 2.37% | -5.70% | 7.41% | -0.99% | -0.79% | 16.68% |
Benchmark Metrics
USAA Aggressive Growth Fund has an annualized alpha of 1.63%, beta of 0.94, and R2 of 0.58 versus S&P 500 Index. Calculated based on daily prices since July 29, 1981.
- This fund captured 124.09% of S&P 500 Index gains and 121.87% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 0.94 and R2 of 0.58, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.63%
- Beta
- 0.94
- R²
- 0.58
- Upside Capture
- 124.09%
- Downside Capture
- 121.87%
Expense Ratio
USAUX has an expense ratio of 0.63%, placing it in the medium range.
Return for Risk
Risk / Return Rank
USAUX ranks 16 for risk / return — in the bottom 16% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for USAA Aggressive Growth Fund (USAUX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| USAUX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.89 | ||
| Sortino ratioReturn per unit of downside risk | -1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.37 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.14 | 2.78 | -1.65 |
| Martin ratioReturn relative to average drawdown | 3.58 | 12.44 | -8.86 |
Dividends
Dividend History
USAA Aggressive Growth Fund provided a 4.20% dividend yield over the last twelve months, with an annual payout of $3.32 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.32 | $3.32 | $3.45 | $0.00 | $0.84 | $6.36 | $0.10 | $7.64 | $6.86 | $4.02 | $2.73 | $2.67 |
Dividend yield | 4.20% | 4.43% | 5.15% | 0.00% | 2.37% | 11.36% | 0.18% | 20.25% | 18.58% | 9.19% | 7.42% | 6.80% |
Monthly Dividends
The table displays the monthly dividend distributions for USAA Aggressive Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.32 | $3.32 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.45 | $3.45 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.84 | $0.84 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.36 | $6.36 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the USAA Aggressive Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the USAA Aggressive Growth Fund was 76.19%, occurring on Mar 9, 2009. Recovery took 2194 trading sessions.
The current USAA Aggressive Growth Fund drawdown is 4.31%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -76.19%Mar 2009 | 9y 1d | 8y 8mo | 17y 8moMar 2000 - Nov 2017 |
Black Monday1987 | -45.46%Dec 1987 | 3mo 22d | 3y 4mo | 3y 8moAug 1987 - Apr 1991 |
Bear market2022 | -43.84%Oct 2022 | 10mo 1d | 1y 7mo | 2y 5moDec 2021 - May 2024 |
1998 bear market1998 | -39.88%Oct 1998 | 5mo 19d | 2mo 24d | 8mo 13dApr 1998 - Dec 1998 |
1984 bear market1984 | -35.28%Jul 1984 | 1y 3d | 1y 8mo | 2y 8moJul 1983 - Apr 1986 |
Drawdown Indicators
| USAUX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.19% | -56.78% | -19.41% |
Max Drawdown (1Y)Largest decline over 1 year | -17.09% | -9.10% | -7.99% |
Max Drawdown (3Y)Largest decline over 3 years | -25.97% | -18.90% | -7.07% |
Max Drawdown (5Y)Largest decline over 5 years | -43.84% | -25.43% | -18.41% |
Max Drawdown (10Y)Largest decline over 10 years | -43.84% | -33.92% | -9.92% |
Current DrawdownCurrent decline from peak | -4.31% | -1.80% | -2.51% |
Average DrawdownAverage peak-to-trough decline | -26.69% | -10.71% | -15.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.41% | 2.03% | +3.38% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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