USAA Core Selected Fundamentals

UITB -- USA Etf  

USD 48.30  0.005  0.0001%

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USAA Core One Year Return Analysis

One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
USAA Core 
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
 = 
(1.31)%

About One Year Return

Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Compare to competition
Based on recorded statements USAA Core Intermediate Term Bond ETF has One Year Return of -1.31%. This is much lower than that of the USAA family, and significantly lower than that of Family category, The One Year Return for all etfs is notably higher than the company.

Peer Comparison

USAA Core Bond Positions Weight Comparison

  Bond Positions Weight 
      USAA Core Comparables 
USAA Core is currently under evaluation in bond positions weight as compared to similar ETFs.

Asset Allocation

Fund Instrument Allocation for USAA Core

The fund consists of 96.2% investments in fixed income securities, with the rest of funds allocated in various types of exotic instruments.
 Value 
      Instrument Type 

Fundamental Indicators

Current USAA Core financial ratios



 
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