Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UCNQX (USAA Nasdaq 100 Index Fund C Shares) | 16.11% | 33.87% | 25.79% | 15.52% | 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 |
|---|---|---|
| UCNQX (USAA Nasdaq 100 Index Fund C Shares) | 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 (%) | -3.60 | 33.87 | 25.79 | 15.52 | NA | NA | NA | … | … | 16.11 | 19.27 | 24.16 | 52.92 | -33.39 | 25.52 | 26.47 |
| Sharpe Ratio | NA | 1.82 | 1.09 | 0.56 | NA | NA | NA | … | … | 1.76 | 0.70 | 1.12 | 2.75 | -1.07 | 1.37 | 2.39 |
| Standard Deviation(%) | NA | 16.90 | 19.93 | 22.68 | NA | NA | NA | … | … | 19.38 | 23.51 | 18.30 | 18.07 | 32.53 | 18.61 | 24.54 |
| Draw Down(%) | NA | 12.46 | 22.96 | 36.11 | NA | NA | NA | … | … | 11.89 | 22.96 | 13.64 | 11.10 | 35.68 | 10.94 | 12.80 |
| Yield(%) | 0.00 | 3.29 | 3.20 | 3.37 | 2.40 | 1.60 | 1.20 | … | … | 0.00 | 3.41 | 2.28 | 3.12 | 2.50 | 5.24 | 1.44 |
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 |
|---|---|---|---|---|
| UCNQX (USAA Nasdaq 100 Index Fund C Shares) |
7.14%
Oct 2021 – Oct 2024 |
11.87%
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 |
|---|---|---|---|---|
| UCNQX (USAA Nasdaq 100 Index Fund C Shares) |
31.32%
Dec 2022 – Dec 2025 |
17.74%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart