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USAA World Growth Fund;Fund

Ranked 12 out of 18 in Global Large-Cap Core over 12 months

All calculations are in USD unless stated

The Fund seeks to provide capital appreciation. Under normal circumstance, the Fund invests its assets primarily in equity securities of both foreign and domestic issuers. While the Fund may invest in companies of any size, it generally focuses on companies with large market capitalization.

sector performance

Global Large-Cap Core
Rank Fund Name Currency Risk
8 Mundoval Fund USD 8.7
9 MFS Global Equity Fund;B USD 8.7
10 USAA World Growth Fund;Fund USD 8.8
11 Sit ESG Growth Fund;I USD 8.8
11 Invesco Global Core Equity Fund;A USD 8.8
Rank Fund Name Currency Loss
13 Ave Maria World Equity Fund USD -6.7%
14 Sarofim Equity Fund USD -6.8%
15 USAA World Growth Fund;Fund USD -6.8%
16 MFS Global Equity Fund;B USD -6.9%
17 Morgan Stanley Global Core Portfolio;I USD -7.0%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.0%
2017 23.9% 7.9% 7.2% 2.7% 4.3%
2016 7.1% 2.0% 0.6% 5.0% -0.6%
2015 -1.6% 3.0% -0.3% -7.7% 3.7%
2014 3.7% 0.6% 4.0% -3.9% 3.1%
2013 27.7% 8.9% 0.3% 8.3% 8.0%
2012 23.4% 14.3% -5.3% 7.4% 6.1%
2011 -4.4% 3.4% 4.1% -18.0% 8.3%
2010 12.2% 3.0% -12.5% 14.0% 9.2%
2009 31.4% -12.0% 19.2% 18.6% 5.6%
2008 -34.0% -5.3% -4.1% -11.1% -18.2%
2007 9.3% 2.0% 5.5% 2.4% -0.8%
2006 24.0% 7.1% 1.8% 6.1% 7.1%
2005 7.7% -1.0% -1.5% 7.1% 3.1%
2004 18.3% 3.9% 2.2% -1.1% 12.6%
2003 27.7% -6.3% 15.8% 3.3% 14.0%
2002 -16.0% 1.8% -8.1% -15.6% 6.5%
2001 -17.5% -15.3% 2.9% -14.7% 11.0%
2000 -11.2% 4.1% -1.5% -6.4% -7.5%
1999 30.7% 4.0% 6.5% 0.1% 17.9%
1998 10.4% 13.7% -0.7% -19.0% 20.6%
1997 12.9% 2.8% 12.0% 5.4% -7.0%
1996 19.1% 7.0% 5.2% 0.1% 5.8%
1995 12.9% -2.9% 8.8% 4.7% 2.0%
1994 0.6% -1.5% 0.1% 6.1% -3.8%
1993 24.0% 5.3% 1.9% 6.8% 8.2%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/10/1992
  • Share Class size1,360Mn
  • Base currencyUSD
  • ISINUS9032877048

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment50

Charges

  • Annual management0.76%