USAA Aggressive Growth Fund (USAUX)
The investment seeks capital appreciation. The fund invests primarily in equity securities of large capitalization companies that are selected for their growth potential. Although the fund invests primarily in U.S. securities, it may invest up to 20% of its total assets in foreign securities, including securities issued in emerging markets.
Fund Info
| ISIN | US9032884051 |
|---|---|
| CUSIP | 903288405 |
| Issuer | Victory Capital |
| Inception Date | Oct 19, 1981 |
| Category | Large Cap Growth Equities |
| Min. Investment | $3,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
USAUX features an expense ratio of 0.63%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: USAUX vs. VTI, USAUX vs. IUSV, USAUX vs. SPY, USAUX vs. QQQ, USAUX vs. FXAIX, USAUX vs. NEA, USAUX vs. VOO, USAUX vs. QYLD, USAUX vs. NVDY, USAUX vs. USSPX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in USAA Aggressive Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
USAA Aggressive Growth Fund had a return of 22.50% year-to-date (YTD) and 35.63% in the last 12 months. Over the past 10 years, USAA Aggressive Growth Fund had an annualized return of 13.09%, outperforming the S&P 500 benchmark which had an annualized return of 10.88%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 22.50% | 18.10% |
| 1 month | 0.81% | 1.42% |
| 6 months | 8.32% | 9.39% |
| 1 year | 35.63% | 26.58% |
| 5 years (annualized) | 15.75% | 13.42% |
| 10 years (annualized) | 13.09% | 10.88% |
Monthly Returns
The table below presents the monthly returns of USAUX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.67% | 8.40% | 1.95% | -5.46% | 6.22% | 7.16% | -3.52% | 1.57% | 22.50% | ||||
| 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% |
| 2020 | 2.99% | -5.32% | -10.76% | 15.28% | 8.93% | 3.98% | 7.30% | 9.43% | -3.69% | -3.63% | 10.38% | 3.78% | 41.82% |
| 2019 | 10.11% | 2.68% | 1.34% | 5.04% | -7.70% | 8.05% | -0.88% | -3.01% | -2.84% | 2.42% | 5.33% | 1.89% | 23.23% |
| 2018 | 7.72% | -2.67% | -2.57% | 1.07% | 3.98% | 1.57% | 2.51% | 4.39% | 0.53% | -8.82% | 2.63% | -9.60% | -0.75% |
| 2017 | 4.35% | 4.07% | 0.98% | 2.65% | 3.02% | -0.14% | 3.27% | 1.61% | 0.83% | 3.44% | 2.17% | 0.48% | 30.12% |
| 2016 | -6.61% | -1.78% | 5.65% | -0.76% | 1.91% | -0.44% | 4.68% | -0.52% | 0.65% | -2.45% | 0.49% | 0.49% | 0.74% |
| 2015 | -1.95% | 6.52% | -1.75% | -0.30% | 2.33% | -1.14% | 4.24% | -6.28% | -3.03% | 8.95% | 0.28% | -1.05% | 6.00% |
| 2014 | -2.35% | 5.22% | -2.99% | -2.18% | 3.97% | 1.99% | -1.23% | 4.30% | -1.20% | 3.01% | 3.34% | -1.28% | 10.60% |
| 2013 | 4.52% | 0.67% | 3.49% | 1.21% | 3.11% | -1.75% | 5.26% | -1.85% | 5.35% | 4.15% | 3.14% | 3.04% | 34.51% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of USAUX is 55, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for USAA Aggressive Growth Fund (USAUX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
USAA Aggressive Growth Fund granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.84 | $6.36 | $0.10 | $7.64 | $6.86 | $4.02 | $2.73 | $2.67 | $4.89 | $3.79 |
Dividend yield | 0.00% | 0.00% | 2.37% | 11.36% | 0.18% | 20.25% | 18.58% | 9.19% | 7.42% | 6.80% | 12.39% | 9.48% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.64 | $7.64 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.86 | $6.86 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.02 | $4.02 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.73 | $2.73 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.67 | $2.67 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.89 | $4.89 |
| 2013 | $3.79 | $3.79 |
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.
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 75.97%, occurring on Mar 9, 2009. Recovery took 2181 trading sessions.
The current USAA Aggressive Growth Fund drawdown is 4.01%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.97% | Mar 10, 2000 | 2254 | Mar 9, 2009 | 2181 | Nov 3, 2017 | 4435 |
| -48.61% | Aug 14, 1987 | 825 | Oct 11, 1990 | 280 | Nov 7, 1991 | 1105 |
| -40.51% | Nov 17, 2021 | 229 | Oct 14, 2022 | 330 | Feb 8, 2024 | 559 |
| -39.92% | Oct 13, 1997 | 240 | Sep 11, 1998 | 73 | Dec 23, 1998 | 313 |
| -33.32% | Jan 10, 1992 | 641 | Jun 24, 1994 | 300 | Aug 18, 1995 | 941 |
Volatility
Volatility Chart
The current USAA Aggressive Growth Fund volatility is 5.26%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.