USAA Science & Technology Fund (USSCX)
The fund normally invests at least 80% of its assets in equity securities of companies expected to benefit from the development and use of scientific and technological advances and improvements. It may invest up to 50% of its assets in foreign securities, including securities issued in emerging markets.
Fund Info
| ISIN | US9032888763 |
|---|---|
| CUSIP | 903288876 |
| Issuer | Victory Capital |
| Inception Date | Jul 31, 1997 |
| Category | Technology Equities |
| Min. Investment | $3,000 |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
USSCX has a high expense ratio of 0.95%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: USSCX vs. XLK, USSCX vs. VIIIX, USSCX vs. QQQ, USSCX vs. VOOG, USSCX vs. SPY, USSCX vs. VOO, USSCX vs. SCHG, USSCX vs. FXAIX, USSCX vs. SMH, USSCX vs. MUXYX
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.
Returns By Period
USAA Science & Technology Fund had a return of 18.32% year-to-date (YTD) and 32.07% in the last 12 months. Over the past 10 years, USAA Science & Technology Fund had an annualized return of 11.90%, outperforming the S&P 500 benchmark which had an annualized return of 10.85%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 18.32% | 17.79% |
| 1 month | -0.33% | 0.18% |
| 6 months | 6.05% | 7.53% |
| 1 year | 32.07% | 26.42% |
| 5 years (annualized) | 9.54% | 13.48% |
| 10 years (annualized) | 11.90% | 10.85% |
Monthly Returns
The table below presents the monthly returns of USSCX, 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 | 1.72% | 8.29% | 1.48% | -6.31% | 5.30% | 5.54% | -1.22% | 2.06% | 18.32% | ||||
| 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 | -15.47% | -4.76% | 0.12% | -16.26% | -4.68% | -6.93% | 10.44% | -3.67% | -9.97% | 2.20% | 5.11% | -6.32% | -42.28% |
| 2021 | -0.25% | 4.87% | -5.42% | 3.35% | -3.84% | 6.91% | -2.08% | 1.96% | -6.68% | 4.44% | -4.06% | -0.71% | -2.58% |
| 2020 | 2.22% | -4.68% | -13.94% | 18.19% | 11.55% | 6.68% | 4.78% | 5.77% | -3.30% | 1.49% | 15.15% | 8.73% | 60.61% |
| 2019 | 12.19% | 4.82% | 2.61% | 4.86% | -6.08% | 7.17% | 2.16% | -4.30% | -4.64% | 4.55% | 6.61% | 4.14% | 37.84% |
| 2018 | 8.62% | -2.09% | -1.99% | -1.63% | 6.23% | -0.28% | 1.64% | 4.55% | -0.39% | -13.09% | 4.20% | -8.13% | -4.34% |
| 2017 | 6.31% | 4.56% | 2.26% | 1.96% | 4.92% | 0.59% | 4.39% | 1.60% | 0.37% | 3.87% | 1.54% | -0.92% | 36.06% |
| 2016 | -7.77% | -1.78% | 6.10% | -0.29% | 3.57% | -2.12% | 6.17% | 1.09% | 2.74% | -3.06% | -0.54% | -0.63% | 2.63% |
| 2015 | 0.05% | 6.00% | -0.46% | 0.60% | 4.18% | -1.59% | 3.36% | -6.63% | -3.95% | 9.71% | 1.10% | -0.92% | 10.92% |
| 2014 | 2.87% | 6.39% | -4.24% | -2.54% | 4.09% | 4.12% | -1.22% | 4.34% | -1.87% | 3.17% | 4.74% | -0.94% | 19.84% |
| 2013 | 6.24% | 1.15% | 3.16% | 0.67% | 3.10% | -1.77% | 6.72% | -1.18% | 7.34% | 2.17% | 3.79% | 4.06% | 41.19% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of USSCX is 34, 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 Science & Technology Fund (USSCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
USAA Science & Technology 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 | $0.00 | $4.61 | $1.91 | $6.55 | $3.64 | $2.20 | $0.87 | $1.40 | $2.50 | $1.59 |
Dividend yield | 0.00% | 0.00% | 0.00% | 15.35% | 5.36% | 27.99% | 16.68% | 8.31% | 4.15% | 6.54% | 12.22% | 8.29% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.00 | $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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.91 | $1.91 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.55 | $6.55 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.64 | $3.64 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.20 | $2.20 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.87 | $0.87 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.40 | $1.40 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.50 | $2.50 |
| 2013 | $1.59 | $1.59 |
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 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 3039 trading sessions.
The current USAA Science & Technology Fund drawdown is 20.99%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.48% | Mar 10, 2000 | 645 | Oct 9, 2002 | 3039 | Nov 11, 2014 | 3684 |
| -52.7% | Feb 16, 2021 | 439 | Nov 9, 2022 | — | — | — |
| -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 current USAA Science & Technology Fund volatility is 5.51%, 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.