USAA Value (UVALX)

16.18 -0.08 (-0.49%) USD  |  Jan 22

UVALX Performance

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Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of January 22, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
USAA Value
-0.42%
14.50%
35.85%
8.40%
-3.49%
14.35%
15.15%
-12.81%
24.91%
-1.04%
3.25%
S&P 500 Total Return
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
2.36%
JNL/WMC Value A
-2.06%
16.35%
31.05%
11.33%
-3.12%
13.42%
15.20%
-10.30%
27.51%
1.52%
2.32%
LSV Conservative Value Equity
-1.48%
16.97%
38.80%
12.60%
-4.30%
16.41%
16.18%
-11.08%
25.29%
-3.47%
4.85%
Fidelity® Value Discovery
-2.28%
16.97%
35.51%
14.78%
-3.02%
13.24%
14.17%
-9.31%
24.09%
7.78%
3.51%
Thrivent Large Cap Value S
-2.95%
17.81%
31.94%
8.97%
-3.24%
17.53%
17.70%
-8.49%
24.12%
4.69%
3.62%
As of January 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
USAA Value
5.75%
14.89%
20.19%
1.80%
1.77%
9.86%
8.75%
6.81%
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7.47%
S&P 500 Total Return
4.30%
11.69%
18.24%
17.77%
12.84%
17.35%
13.91%
9.97%
7.50%
10.27%
JNL/WMC Value A
4.72%
12.97%
17.16%
2.24%
4.06%
11.05%
9.36%
7.61%
--
9.88%
LSV Conservative Value Equity
7.19%
17.74%
21.94%
1.38%
2.04%
10.71%
9.83%
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5.71%
Fidelity® Value Discovery
6.36%
16.23%
23.34%
11.38%
6.23%
11.65%
10.67%
7.36%
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9.58%
Thrivent Large Cap Value S
6.05%
18.56%
23.00%
7.84%
4.77%
13.21%
10.32%
7.57%
6.35%
6.24%
As of January 22, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of December 31, 2020