USAA Small Cap Stock Fund (USCAX)
The fund normally invests at least 80% of its assets in equity securities of companies with small market capitalizations. 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
US9032888508
903288850
Aug 2, 1999
$3,000
Small-Cap
Blend
Expense Ratio
USCAX has a high expense ratio of 1.10%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
USAA Small Cap Stock Fund (USCAX) returned -5.30% year-to-date (YTD) and -7.96% over the past 12 months. Over the past 10 years, USCAX returned -3.41% annually, underperforming the S&P 500 benchmark at 10.79%.
USCAX
-5.30%
12.09%
-14.33%
-7.96%
0.55%
-3.41%
^GSPC (Benchmark)
0.60%
9.64%
-0.54%
11.47%
15.67%
10.79%
Monthly Returns
The table below presents the monthly returns of USCAX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.65% | -5.67% | -6.41% | -3.01% | 7.75% | -5.30% | |||||||
| 2024 | -3.39% | 5.23% | 3.49% | -7.24% | 4.02% | -1.56% | 9.21% | -1.04% | 0.14% | -3.00% | 9.92% | -12.73% | 0.63% |
| 2023 | 10.34% | -1.20% | -4.78% | -1.45% | -1.38% | 8.23% | 5.18% | -4.08% | -5.45% | -6.87% | 8.92% | 11.07% | 17.35% |
| 2022 | -9.21% | 1.47% | 0.29% | -9.82% | 0.08% | -8.56% | 10.50% | -2.69% | -9.52% | 10.88% | 3.65% | -11.42% | -24.48% |
| 2021 | 3.91% | 8.67% | 0.91% | 3.10% | -0.74% | 1.16% | -2.25% | 2.45% | -2.89% | 4.92% | -4.96% | -28.89% | -18.67% |
| 2020 | -2.56% | -8.14% | -22.97% | 14.25% | 7.05% | 3.91% | 3.62% | 4.37% | -3.09% | 2.46% | 18.48% | 1.64% | 13.30% |
| 2019 | 11.44% | 5.13% | -2.75% | 4.77% | -6.83% | 6.82% | 0.78% | -4.54% | 1.50% | 2.84% | 5.04% | -6.27% | 17.46% |
| 2018 | 2.51% | -4.06% | 1.16% | 1.49% | 6.43% | 0.64% | 1.84% | 4.45% | -2.43% | -10.46% | 1.76% | -21.91% | -20.13% |
| 2017 | 0.62% | 0.56% | -0.39% | 0.56% | -2.17% | 2.05% | 0.56% | -2.11% | 6.80% | 1.22% | 3.41% | -10.62% | -0.48% |
| 2016 | -7.76% | 0.79% | 8.06% | 0.99% | 1.11% | -1.55% | 6.17% | 1.73% | -0.12% | -4.56% | 10.91% | 2.04% | 17.67% |
| 2015 | -4.09% | 7.50% | 0.89% | -1.55% | 1.52% | 1.22% | -2.84% | -5.57% | -5.31% | 6.55% | 2.36% | -12.67% | -12.92% |
| 2014 | -3.48% | 3.94% | 0.26% | -3.94% | 0.60% | 4.13% | -5.37% | 4.19% | -5.03% | 5.24% | 0.64% | -8.50% | -8.16% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of USCAX is 8, meaning it’s performing worse than 92% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for USAA Small Cap Stock Fund (USCAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
USAA Small Cap Stock Fund provided a 1.03% dividend yield over the last twelve months, with an annual payout of $0.13 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.13 | $0.13 | $0.02 | $0.00 | $0.00 | $0.14 | $0.03 | $0.04 | $0.08 | $0.03 | $0.05 | $0.02 |
Dividend yield | 1.03% | 0.98% | 0.18% | 0.00% | 0.00% | 0.75% | 0.19% | 0.26% | 0.43% | 0.19% | 0.31% | 0.14% |
Monthly Dividends
The table displays the monthly dividend distributions for USAA Small Cap Stock 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2022 | $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 |
| 2021 | $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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2014 | $0.02 | $0.02 |
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 Small Cap Stock 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 Small Cap Stock Fund was 64.21%, occurring on Mar 9, 2009. Recovery took 1010 trading sessions.
The current USAA Small Cap Stock Fund drawdown is 45.62%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.21% | Mar 6, 2000 | 2258 | Mar 9, 2009 | 1010 | Mar 14, 2013 | 3268 |
| -54.52% | Nov 9, 2021 | 856 | Apr 8, 2025 | — | — | — |
| -51.79% | Sep 4, 2018 | 387 | Mar 18, 2020 | 209 | Jan 14, 2021 | 596 |
| -35.76% | Dec 2, 2013 | 553 | Feb 11, 2016 | 640 | Aug 27, 2018 | 1193 |
| -9.06% | Mar 16, 2021 | 87 | Jul 19, 2021 | 33 | Sep 2, 2021 | 120 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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