USAA Income Stock Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1987 | 0 | 0 | 0 | 0 | 0 | 3.59 | 2.12 | 3.02 | -1.47 | -12.77 | -5.38 | 3.54 | 0 |
| 1988 | 8.86 | 1.83 | -2.7 | 1.25 | 2.16 | 2.52 | 1.29 | -1.96 | 2.7 | 2.17 | -1.45 | 1.66 | 19.4 |
| 1989 | 4.38 | -1.77 | 3.13 | 4.28 | 3.39 | 0.17 | 6.72 | 0.98 | -0.24 | -1.56 | -1.92 | 2.14 | 21.1 |
| 1990 | -5.49 | 0.09 | 0.54 | -3.33 | 5.77 | -0.09 | -0.45 | -5.83 | -2.19 | 2.17 | 6.67 | 1.54 | -1.4 |
| 1991 | 2.54 | 6.73 | 1.24 | 0.25 | 2.65 | -3.63 | 4.59 | 1.06 | 1.53 | 2.89 | -2.89 | 8.09 | 27.4 |
| 1992 | -0.23 | 0.15 | -1.36 | 3.33 | 1.05 | -0.67 | 4.39 | -2.18 | -0.52 | -0.91 | 1.45 | 2.56 | 7.1 |
| 1993 | 1.04 | 2.35 | 3.59 | -1.19 | 0.99 | 1.55 | 0.28 | 2.94 | 1.49 | 0.47 | -3.84 | 0.2 | 10.1 |
| 1994 | 2.83 | -1.86 | -4.89 | 1.57 | 0.66 | -2.2 | 2.43 | 5.11 | -2.95 | -0.15 | -4.06 | 1.69 | -2.3 |
| 1995 | 2.07 | 3 | 2.47 | 2.52 | 3.65 | 0.95 | 1.84 | 1.6 | 1.79 | -2.03 | 3.07 | 2.79 | 26.4 |
| 1996 | 2.04 | 0.88 | 1.48 | -0.12 | 2.1 | 0.55 | -3.29 | 1.96 | 2.46 | 3.58 | 4.94 | 0.59 | 18.3 |
| 1997 | 3.08 | 1.55 | -3.82 | -0.18 | 5.54 | 3.1 | 5.26 | -1.1 | 5.62 | -1.69 | 4.67 | 2.99 | 27.4 |
| 1998 | -1.64 | 3.8 | 4.81 | -1.74 | 0 | 0.99 | -3.63 | -9.97 | 6.05 | 2.24 | 4.94 | 2.35 | 7.3 |
| 1999 | 0.72 | -3.45 | 2.63 | 7.36 | -0.34 | 3.3 | -3.45 | -2.03 | -2.58 | 3.34 | -2.46 | -0.51 | 1.9 |
| 2000 | -2.86 | -7.79 | 12.67 | -0.34 | 3.26 | -3.17 | -0.11 | 5.33 | -0.64 | 2.25 | -2.14 | 5.4 | 10.9 |
| 2001 | -0.05 | -2.42 | -1.54 | 4.84 | 1.98 | -3.89 | 1.54 | -2.93 | -6.85 | -1.21 | 4.28 | 2.63 | -4.2 |
| 2002 | -0.95 | 0.36 | 4.31 | -3.1 | 1.08 | -6.17 | -9.44 | -0.49 | -11.36 | 4.38 | 6.56 | -3.41 | -18.2 |
| 2003 | -2.54 | -1.96 | -0.4 | 6.63 | 5.98 | 0.96 | -0.38 | 1.75 | 0 | 6.46 | 1.98 | 6.15 | 26.8 |
| 2004 | 2.42 | 1.6 | -0.89 | -2.68 | 0.13 | 2.47 | -1.92 | 1.31 | 1.13 | -0.06 | 5.32 | 2.87 | 12 |
| 2005 | -2.28 | 3.44 | -2.25 | -2.51 | 3.89 | 1.91 | 3.27 | -1.27 | 0.75 | -2.33 | 2.86 | 0.48 | 5.8 |
| 2006 | 3.88 | 0.44 | 0.91 | 1.88 | -3.14 | 0.59 | 2.29 | 1.86 | 2.42 | 2.87 | 1.57 | 2.14 | 19 |
| 2007 | 1.36 | -2.22 | 1.09 | 3.74 | 3.49 | -2.42 | -5.24 | 1.14 | 2.79 | -0.29 | -5.35 | -0.91 | -3.3 |
| 2008 | -3.9 | -4.47 | -1.38 | 4.55 | -0.36 | -9.54 | -0.32 | 1.84 | -6.48 | -17.12 | -6.21 | 2.19 | -35.7 |
| 2009 | -9.95 | -12.47 | 7.22 | 8.66 | 5.04 | -0.65 | 7.45 | 4.2 | 3.13 | -1.86 | 5.3 | 1.93 | 16.6 |
| 2010 | -2.9 | 2.7 | 5.85 | 1.24 | -8.17 | -5.69 | 6.71 | -3.71 | 8.69 | 4.11 | -0.88 | 5.99 | 13 |
| 2011 | 3.01 | 4.14 | 0 | 3.83 | -1.13 | -1.5 | -2.87 | -5.75 | -6.56 | 10.36 | 0.33 | 0.98 | 3.8 |
| 2012 | 3.59 | 4.1 | 2.84 | -0.89 | -5.66 | 4.16 | 0.91 | 1.96 | 1.83 | -1.38 | 0.22 | 0.77 | 12.7 |
| 2013 | 5.59 | 1.18 | 3.79 | 2.66 | 2.2 | -1.16 | 5.03 | -3.13 | 2.61 | 4.59 | 1.96 | 2.37 | 31.1 |
| 2014 | -3.33 | 3.44 | 2.42 | 1.21 | 1.48 | 2.39 | -2.37 | 3.67 | -1.79 | 2.12 | 2.51 | -0.22 | 11.8 |
| 2015 | -3.57 | 4.39 | -2.54 | 2.09 | 0.66 | -3.39 | 1.66 | -5.34 | -1.9 | 7.43 | -0.34 | -1.75 | -3.3 |
| 2016 | -3.19 | 0.93 | 6.3 | 0.76 | 1.34 | 2.38 | 2.14 | -0.5 | -0.56 | -1.56 | 3.35 | 2.23 | 14.1 |
| 2017 | 0.81 | 3.54 | -0.04 | 0.1 | 1.25 | 0.5 | 1.23 | -0.05 | 2.53 | 1.79 | 3.08 | 0.83 | 16.7 |
| 2018 | 3.76 | -4.35 | -1.72 | 0.16 | 1.13 | -0.01 | 3.79 | 1.38 | 0.28 | -4.83 | 3.53 | -8.01 | -5.5 |
| 2019 | 6.74 | 3.29 | 0.05 | 2.87 | -5.28 | 5.47 | 0.51 | -1.37 | 2.67 | 0.4 | 3.38 | -14.24 | 2.7 |
| 2020 | -1.91 | -7.78 | -17.67 | 10.09 | 2.93 | 0.07 | 4.45 | 3.94 | -3.94 | -2.39 | 9.84 | 2.08 | -2.1 |
| 2021 | -9.28 | 3.25 | 17.59 | 3.68 | 2.54 | -0.84 | 1.1 | 2.58 | -4.49 | 4.81 | -1.93 | -1.77 | 14.4 |
| 2022 | -2.4 | -1.13 | 2.34 | -3.7 | 1.9 | -8.43 | 5.87 | -2.51 | -8.59 | 10.95 | 5.93 | -11.51 | -12.9 |
| 2023 | 3.74 | -3.16 | -1.37 | 1.28 | -4.19 | 5.98 | 3.84 | -2.07 | -4.33 | -2.15 | 7.24 | 1.49 | 5.6 |
| 2024 | 0.65 | 3.84 | 5.84 | -4.43 | -4 |