USAA Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2001 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -8.58 | 3.93 | 10.61 | 5.7 | 0 |
| 2002 | 0.18 | -1.08 | 6.35 | -1.36 | -1.04 | -8.3 | -8.38 | 0.21 | -9.02 | 2.85 | 3.44 | -3.32 | -19 |
| 2003 | -2.11 | -0.91 | -0.57 | 5.06 | 7.11 | 2.14 | -0.1 | 2.8 | -1.27 | 5.72 | 1.77 | 3.76 | 25.5 |
| 2004 | 0.53 | 2.46 | -1.11 | -2.17 | 0.89 | 4.66 | -2.18 | 0.6 | 2.65 | 1.08 | 6.5 | -3.55 | 10.3 |
| 2005 | -1.04 | 3.56 | -0.63 | -2.2 | 2.57 | 2.27 | 3.45 | -1.11 | 0.9 | -3.27 | 2.46 | 1.31 | 8.3 |
| 2006 | 2.89 | 0.3 | 1.62 | 2.83 | -2.75 | -0.36 | 0.22 | 1.67 | 2.21 | 2.93 | 2.24 | 1.85 | 16.6 |
| 2007 | 1.68 | -0.73 | 1.86 | 3.33 | 4.05 | -1.7 | -4.76 | 0.52 | 2.19 | 0.69 | -3.64 | -1.82 | 1.3 |
| 2008 | -3.66 | -4.16 | -3.74 | 4.97 | 2.37 | -9.47 | -0.56 | 1.53 | -7.91 | -17.96 | -7.43 | 4.67 | -36.1 |
| 2009 | -7.62 | -12.44 | 8.74 | 11.43 | 4.62 | 0.97 | 10.25 | 4.36 | 2.69 | -2.26 | 6.28 | 2.91 | 30.8 |
| 2010 | -2.05 | 3.67 | 5.98 | 2.67 | -8.09 | -6.86 | 7.45 | -6.09 | 10.09 | 2.54 | 0.56 | 7.72 | 16.7 |
| 2011 | 3.13 | 3.17 | 0.77 | 2.85 | -1.01 | -1.64 | -4.78 | -6.84 | -8.44 | 12.46 | 0.15 | 1.38 | -0.4 |
| 2012 | 4.31 | 4.42 | 3.12 | -1.82 | -6.72 | 3.82 | 0.71 | 2.39 | 2.4 | -0.47 | 0.4 | 1.61 | 14.5 |
| 2013 | 5.37 | 1.27 | 4.27 | 1.75 | 3.73 | -0.69 | 5.64 | -3.05 | 3.76 | 3.68 | 3.6 | 2.07 | 35.9 |
| 2014 | -3.85 | 4.54 | 1.69 | -0.75 | 1.52 | 2.39 | -2.63 | 3.5 | -2.66 | 2.53 | 1.94 | 0.26 | 8.4 |
| 2015 | -3.72 | 6.29 | -0.97 | 0.78 | 1.56 | -1.44 | -0.44 | -5.22 | -3.71 | 7.05 | 0.25 | -3.26 | -3.6 |
| 2016 | -6.08 | -0.4 | 6.21 | 2.4 | 1.01 | -1.16 | 3.69 | 1.13 | -0.51 | -1.13 | 7.72 | 1.33 | 14.4 |
| 2017 | 1.24 | 2.74 | 0.05 | 0.09 | -0.52 | 2.39 | 0.47 | -1.16 | 4.08 | 1.76 | 2.17 | 1.05 | 15.2 |
| 2018 | 4.43 | -5.39 | -3.22 | 0.05 | 1.5 | 0.66 | 3.87 | 1.54 | 0.22 | -8.44 | 2.54 | -10.19 | -12.9 |
| 2019 | 9.69 | 3.18 | -0.64 | 4.5 | -7.63 | 7.1 | 0.05 | -2.8 | 2.77 | 1.87 | 3.51 | -20.93 | -3.1 |
| 2020 | 3.83 | -0.91 | 11.05 | -19.94 | -8.48 | -3.29 | 4.11 | 3.91 | -4.73 | -0.74 | 13.52 | 3.59 | -2.6 |
| 2021 | -6.69 | 5.93 | 13.31 | 4.1 | 2.57 | -1.23 | 0.76 | 1.77 | -3.74 | 4.65 | -3.66 | 0.92 | 18.6 |
| 2022 | -1.34 | -0.98 | 2.15 | -3.77 | 2.41 | -7.82 | 5.58 | -3.37 | -8.78 | 10.33 | 5.32 | -10.92 | -12.7 |
| 2023 | 5.61 | -3.09 | -0.72 | 1.7 | -3.76 | 6.57 | 3.31 | -1.58 | -2.92 | -2.65 | 5.93 | 4.28 | 12.5 |
| 2024 | 1.04 | 16.2 |