Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UANQX (USAA Nasdaq 100 Index Fund Class A) | 16.49% | 34.89% | 26.73% | 16.39% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UANQX (USAA Nasdaq 100 Index Fund Class A) | 06/30/2020 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.58 | 34.89 | 26.73 | 16.39 | NA | NA | NA | … | … | 16.49 | 20.17 | 25.07 | 54.10 | -32.89 | 26.46 | 26.96 |
| Sharpe Ratio | NA | 1.88 | 1.13 | 0.60 | NA | NA | NA | … | … | 1.81 | 0.74 | 1.17 | 2.82 | -1.06 | 1.42 | 2.44 |
| Standard Deviation(%) | NA | 16.88 | 19.94 | 22.67 | NA | NA | NA | … | … | 19.36 | 23.52 | 18.30 | 18.04 | 32.50 | 18.61 | 24.51 |
| Draw Down(%) | NA | 12.17 | 22.91 | 35.58 | NA | NA | NA | … | … | 11.78 | 22.91 | 13.59 | 10.91 | 35.20 | 10.92 | 12.78 |
| Yield(%) | 0.00 | 3.20 | 3.39 | 3.57 | 2.55 | 1.70 | 1.28 | … | … | 0.00 | 3.33 | 2.46 | 3.75 | 2.53 | 5.58 | 1.48 |
Data as of 06/08/2026, Common starting date is 06/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UANQX (USAA Nasdaq 100 Index Fund Class A) |
7.96%
Oct 2021 – Oct 2024 |
12.70%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UANQX (USAA Nasdaq 100 Index Fund Class A) |
32.30%
Dec 2022 – Dec 2025 |
18.63%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart