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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in USAA Science & Technology Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
USAA Science & Technology Fund (USSCX) has returned -14.66% so far this year and 17.07% over the past 12 months. Over the last ten years, USSCX has had an annualized return of 11.70%, just under the S&P 500 Index benchmark’s 12.16%.
USAA Science & Technology Fund
- 1D
- -1.34%
- 1M
- -9.27%
- YTD
- -14.66%
- 6M
- -13.47%
- 1Y
- 17.07%
- 3Y*
- 16.19%
- 5Y*
- 0.02%
- 10Y*
- 11.70%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jul 31, 1997, USSCX's average daily return is +0.04%, while the average monthly return is +0.84%. At this rate, your investment would double in approximately 6.9 years.
Historically, 58% of months were positive and 42% were negative. The best month was Feb 2000 with a return of +19.9%, while the worst month was Feb 2001 at -26.2%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.
On a daily basis, USSCX closed higher 53% of trading days. The best single day was Dec 16, 2021 with a return of +15.5%, while the worst single day was Dec 17, 2021 at -15.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.65% | -4.37% | -9.27% | -14.66% | |||||||||
| 2025 | 3.72% | -6.22% | -11.62% | 3.22% | 9.39% | 8.65% | 3.09% | 1.24% | 5.66% | 4.56% | -2.22% | -0.82% | 17.93% |
| 2024 | 1.72% | 8.29% | 1.48% | -6.31% | 4.85% | 5.99% | -1.22% | 3.44% | 2.42% | 0.21% | 9.02% | -1.87% | 30.58% |
| 2023 | 9.63% | -1.89% | 4.39% | -2.36% | 7.05% | 5.84% | 3.39% | -3.10% | -6.72% | -6.65% | 12.45% | 9.98% | 34.01% |
| 2022 | -14.70% | -4.76% | 0.12% | -16.26% | -4.68% | -6.93% | 10.44% | -3.67% | -9.97% | 2.20% | 5.11% | -6.32% | -41.76% |
| 2021 | -0.25% | 4.87% | -5.42% | 3.35% | -3.84% | 6.91% | -2.08% | 1.96% | -6.68% | 4.44% | -4.06% | -1.60% | -3.45% |
Benchmark Metrics
USAA Science & Technology Fund has an annualized alpha of 1.03%, beta of 1.14, and R² of 0.73 versus S&P 500 Index. Calculated based on daily prices since August 01, 1997.
- This fund captured 135.38% of S&P 500 Index gains and 124.57% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.14 and R² of 0.73, 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
- 1.03%
- Beta
- 1.14
- R²
- 0.73
- Upside Capture
- 135.38%
- Downside Capture
- 124.57%
Expense Ratio
USSCX has a high expense ratio of 0.95%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
USSCX ranks 23 for risk / return — below 23% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for USAA Science & Technology Fund (USSCX) and compare them to a chosen benchmark (S&P 500 Index).
| USSCX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.90 | -0.31 |
Sortino ratioReturn per unit of downside risk | 1.00 | 1.39 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.21 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 1.40 | -0.71 |
Martin ratioReturn relative to average drawdown | 2.44 | 6.61 | -4.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore USSCX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
USAA Science & Technology Fund provided a 11.04% dividend yield over the last twelve months, with an annual payout of $3.09 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.09 | $3.09 | $0.00 | $0.00 | $0.00 | $4.61 | $1.91 | $6.55 | $3.64 | $2.20 | $0.87 | $1.40 |
Dividend yield | 11.04% | 9.42% | 0.00% | 0.00% | 0.00% | 15.49% | 5.36% | 27.99% | 16.68% | 8.31% | 4.15% | 6.54% |
Monthly Dividends
The table displays the monthly dividend distributions for USAA Science & Technology 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 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.09 | $3.09 |
| 2024 | $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 |
| 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 | $0.00 | $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 | $4.61 | $4.61 |
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 Science & Technology 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 Science & Technology Fund was 79.48%, occurring on Oct 9, 2002. Recovery took 3044 trading sessions.
The current USAA Science & Technology Fund drawdown is 18.19%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.48% | Mar 10, 2000 | 648 | Oct 9, 2002 | 3044 | Nov 11, 2014 | 3692 |
| -52.7% | Feb 16, 2021 | 439 | Nov 9, 2022 | 712 | Sep 15, 2025 | 1151 |
| -35.16% | Feb 20, 2020 | 18 | Mar 16, 2020 | 52 | May 29, 2020 | 70 |
| -25.94% | Jul 21, 1998 | 57 | Oct 8, 1998 | 34 | Nov 25, 1998 | 91 |
| -23.25% | Sep 5, 2018 | 77 | Dec 24, 2018 | 59 | Mar 21, 2019 | 136 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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