Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UCBIX (USAA California Bond Fund Institutional Shares) | 2.09% | 7.92% | 3.58% | 0.61% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UCBIX (USAA California Bond Fund Institutional Shares) | 06/30/2020 | 06/10/2026 |
| 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 (%) | -0.10 | 7.92 | 3.58 | 0.61 | NA | NA | NA | … | … | 2.09 | 2.66 | 1.41 | 6.76 | -9.67 | 2.38 | 3.55 |
| Sharpe Ratio | NA | 1.55 | 0.07 | -0.35 | NA | NA | NA | … | … | 0.81 | -0.03 | -0.65 | 0.66 | -2.18 | 1.17 | 3.66 |
| Standard Deviation(%) | NA | 3.47 | 5.52 | 5.04 | NA | NA | NA | … | … | 3.63 | 7.69 | 3.39 | 4.76 | 5.12 | 2.00 | 1.92 |
| Draw Down(%) | NA | 3.37 | 7.42 | 15.64 | NA | NA | NA | … | … | 3.37 | 6.85 | 2.37 | 6.86 | 15.41 | 2.47 | 2.01 |
| Yield(%) | 0.00 | 3.64 | 3.37 | 2.81 | 1.67 | 1.12 | 0.84 | … | … | 1.49 | 3.41 | 3.18 | 3.34 | 2.59 | 2.41 | 1.25 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| UCBIX (USAA California Bond Fund Institutional Shares) |
-2.75%
Oct 2020 – Oct 2023 |
-0.31%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCBIX (USAA California Bond Fund Institutional Shares) |
5.70%
Oct 2022 – Oct 2025 |
1.25%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart