Lipper Award-Winning USAA Funds

The Lipper Fund Awards recognize mutual funds that have excelled in delivering consistently strong risk-adjusted performance, relative to their peers. The proprietary Lipper rating methodology ensures that the Lipper Awards are performance-based and objective. The following USAA mutual funds have recently won the prestigious Lipper Awards for their respective categories and for the stated time period only as of Nov. 30, 2017.

USAA Capital Growth Fund

Ranked best out of 42 funds for the five-year period ending 11/30/2017 in the Global Multi-Cap Core Funds category.

Learn more

Quarter-End Annual Returns as of 03/31/2018

  1 Year 5 Year 10 Year Since Inception
Total Return 16.54% 12.38% 5.91% 3.41%

Expense Ratio: 0.99% Lipper Category Average: 1.05%

USAA Capital Growth Fund's inception date is 10/27/2000.

Double-digit returns are attributable, in part, to unusually favorable market conditions and may not be repeated or consistently achieved in the future.

Consider the investment objectives, risks, charges and expenses of the USAA mutual funds carefully before investing. Download a prospectus containing this and other information about the funds from USAA Investment Management Company, Distributor. Read it carefully before investing.

The performance data quoted represents past performance and is no guarantee of future results. Current performance may be higher or lower than the performance data quoted. The return and principal value of an investment will fluctuate, so that an investor's shares, when redeemed, may be worth more or less than their original cost. For the most recent month-end performance, please click on the name of the fund, above.

The expense ratio represents the total annual operating expenses, before reductions of any expenses paid indirectly, as reported in the fund’s most current prospectus and is calculated as a percentage of average net assets (ANA).

*The USAA Mutual Funds received the indicated Lipper award for consistent risk adjusted return over the time period indicated.