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USAA Science & Technology Fund (USSCX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US9032888763

CUSIP

903288876

Issuer

Victory Capital

Inception Date

Jul 31, 1997

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.


Expense ratio chart for USSCX: current value at 0.95% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.95%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
USSCX vs. XLK USSCX vs. VIIIX USSCX vs. QQQ USSCX vs. VOOG USSCX vs. SPY USSCX vs. VOO USSCX vs. MUXYX USSCX vs. SCHG USSCX vs. SMH USSCX vs. FXAIX
Popular comparisons:
USSCX vs. XLK USSCX vs. VIIIX USSCX vs. QQQ USSCX vs. VOOG USSCX vs. SPY USSCX vs. VOO USSCX vs. MUXYX USSCX vs. SCHG USSCX vs. SMH USSCX vs. FXAIX

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.


-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%25.00%JulyAugustSeptemberOctoberNovemberDecember
14.00%
7.29%
USSCX (USAA Science & Technology Fund)
Benchmark (^GSPC)

Returns By Period

USAA Science & Technology Fund had a return of 30.97% year-to-date (YTD) and 32.16% in the last 12 months. Over the past 10 years, USAA Science & Technology Fund had an annualized return of 3.93%, while the S&P 500 had an annualized return of 11.01%, indicating that USAA Science & Technology Fund did not perform as well as the benchmark.


USSCX

YTD

30.97%

1M

3.40%

6M

13.03%

1Y

32.16%

5Y*

5.39%

10Y*

3.93%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.72%8.29%1.48%-6.31%4.85%5.99%-1.22%3.44%2.42%0.21%9.02%30.97%
20239.63%-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%-14.81%-16.41%
20202.22%-4.68%-13.94%18.19%11.55%6.68%4.78%5.77%-3.30%1.49%15.15%3.07%52.24%
201912.19%4.82%2.61%4.86%-6.08%7.17%2.16%-4.30%-4.64%4.55%6.61%-18.94%7.29%
20188.62%-2.09%-1.99%-1.63%6.23%-0.28%1.64%4.55%-0.39%-13.09%4.20%-20.77%-17.50%
20176.32%4.56%2.26%1.96%4.92%0.59%4.39%1.60%0.37%3.87%1.54%-8.54%25.59%
2016-7.77%-1.78%6.10%-0.29%3.57%-2.12%6.17%1.09%2.74%-3.06%-0.54%-4.53%-1.40%
20150.05%6.00%-0.46%0.60%4.18%-1.59%3.36%-6.63%-3.95%9.71%1.10%-6.93%4.20%
20142.87%6.39%-4.24%-2.54%4.09%4.12%-1.23%4.34%-1.87%3.17%4.74%-10.30%8.51%
20136.24%1.15%3.16%0.67%3.10%-1.77%6.72%-1.18%7.34%2.17%3.79%-2.16%32.76%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of USSCX is 73, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of USSCX is 7373
Overall Rank
The Sharpe Ratio Rank of USSCX is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of USSCX is 7676
Sortino Ratio Rank
The Omega Ratio Rank of USSCX is 7474
Omega Ratio Rank
The Calmar Ratio Rank of USSCX is 5555
Calmar Ratio Rank
The Martin Ratio Rank of USSCX is 8181
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for USSCX, currently valued at 1.56, compared to the broader market-1.000.001.002.003.004.001.561.90
The chart of Sortino ratio for USSCX, currently valued at 2.11, compared to the broader market-2.000.002.004.006.008.0010.002.112.54
The chart of Omega ratio for USSCX, currently valued at 1.27, compared to the broader market0.501.001.502.002.503.003.501.271.35
The chart of Calmar ratio for USSCX, currently valued at 0.75, compared to the broader market0.005.0010.0015.000.752.81
The chart of Martin ratio for USSCX, currently valued at 9.58, compared to the broader market0.0020.0040.0060.009.5812.39
USSCX
^GSPC

The current USAA Science & Technology Fund Sharpe ratio is 1.56. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of USAA Science & Technology Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.56
1.90
USSCX (USAA Science & Technology Fund)
Benchmark (^GSPC)

Dividends

Dividend History

USAA Science & Technology Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.50%1.00%1.50%2.00%$0.00$0.10$0.20$0.30$0.4020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.31$0.40

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%1.49%2.08%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$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$0.00$0.00
2019$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
2018$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
2017$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
2016$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
2015$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
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.31$0.31
2013$0.40$0.40

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.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-24.29%
-3.58%
USSCX (USAA Science & Technology Fund)
Benchmark (^GSPC)

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 3611 trading sessions.

The current USAA Science & Technology Fund drawdown is 24.29%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.48%Mar 10, 2000645Oct 9, 20023611Feb 21, 20174256
-59.05%Feb 16, 2021439Nov 9, 2022
-45.25%Sep 5, 2018384Mar 16, 2020118Sep 1, 2020502
-25.94%Jul 21, 199858Oct 8, 199834Nov 25, 199892
-18.1%Oct 14, 199764Jan 9, 199831Feb 23, 199895

Volatility

Volatility Chart

The current USAA Science & Technology Fund volatility is 6.88%, 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.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
6.88%
3.64%
USSCX (USAA Science & Technology Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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