Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USAA Tactical Asset Allocation Moderate | NA | 26.74% | 4.97% | 7.78% | 6.11% | 7.82% | 9.43% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USAA Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.07 | 26.74 | 4.97 | 7.78 | 6.11 | 7.82 | 9.43 | … | … | 0.18 | 7.59 | 10.65 | -9.08 | 9.18 | 10.98 | 19.08 | -9.42 | 12.18 | 4.60 | 1.84 | 5.14 | 18.95 | 13.77 | 2.83 | 12.14 | 24.30 | 4.68 | 14.81 | 17.22 | 10.05 | 13.79 | 16.62 | -2.34 | -0.69 |
| Sharpe Ratio | NA | 0.16 | -0.02 | 0.22 | 0.33 | NA | NA | … | … | 0.01 | 0.08 | 0.71 | -0.85 | 0.83 | 0.53 | 2.36 | -0.95 | 2.24 | 0.51 | 0.19 | 0.67 | 2.54 | 1.70 | 0.20 | 1.19 | 2.69 | 0.69 | 1.07 | 1.72 | 1.27 | 1.59 | 2.36 | -0.73 | -0.44 |
| Standard Deviation(%) | NA | 12.89 | 11.52 | 13.65 | 11.41 | NA | NA | … | … | 10.67 | 12.96 | 8.97 | 12.36 | 10.98 | 20.22 | 7.48 | 11.31 | 5.15 | 8.56 | 9.47 | 7.71 | 7.45 | 8.09 | 13.94 | 10.10 | 8.99 | 5.41 | 11.09 | 8.11 | 6.21 | 8.09 | 6.74 | 4.72 | 6.83 |
| Draw Down(%) | NA | 10.37 | 12.86 | 24.77 | 24.77 | NA | NA | … | … | 0.96 | 10.30 | 8.72 | 15.10 | 5.38 | 24.77 | 4.86 | 17.21 | 2.68 | 7.42 | 8.69 | 6.15 | 4.40 | 6.68 | 11.84 | 9.27 | 4.11 | 2.73 | 8.47 | 10.68 | 5.58 | 8.63 | 5.26 | 7.24 | 8.39 |
| Yield(%) | NA | 3.92 | 4.84 | 4.21 | 4.15 | NA | NA | … | … | NA | 1.12 | 3.65 | 4.91 | 4.79 | 3.64 | 3.61 | 5.33 | 2.68 | 4.76 | 4.02 | 3.67 | 5.39 | 4.30 | 4.35 | 3.36 | 4.00 | 4.47 | 6.68 | 5.56 | 3.89 | 3.33 | 2.71 | 4.40 | 5.08 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USAA Tactical Asset Allocation Moderate |
0.53%
Mar 2017 – Mar 2020 |
1.60%
Mar 2015 – Mar 2020 |
4.38%
Oct 2013 – Oct 2023 |
7.04%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USAA Tactical Asset Allocation Moderate |
18.01%
Oct 2004 – Oct 2007 |
15.73%
Apr 2005 – Apr 2010 |
14.00%
May 2003 – May 2013 |
11.75%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart