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Financial Services

USAA Growth and Tax Strategy Fund(USBLX)

Fund

Live Price

Offline

$31.60

+0.60% today

1Y Change

+14.82%

Window

Jun 23, 2025 โ†’ Jun 2, 2026

Market Cap
$860.00M
Dividend Yield
0.0%
50-Day Avg
โ€”
Exchange
NASDAQ

Coverage: 237 bars ยท Jun 23, 2025 โ†’ Jun 2, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

USAA Growth and Tax Strategy Fund (USBLX) is a fund with a market cap of $860.00M and listed on NASDAQ. The fund last traded around $31.60 and up 14.8% across the available one-year price window (Jun 23, 2025 โ†’ Jun 2, 2026). Stock Foundry combines USBLX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

USBLX

โ€”

Normalized return

SPY

โ€”

S&P 500

Excess Return

โ€”

Relative to SPY

USBLX Max Drawdown

-5.76%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

Benchmark comparison is loading or unavailable right now.

Calendar-Year Returns

Uses the longest available daily history for USBLX and SPY.

Calendar-year return history is still loading or unavailable.

USBLX Dividend History

Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.

Quarterly

Dividend Yield

No active yield

Trailing 12M Payout

$0.48

Last Payout

$0.16
Ex: Mar 16, 2026 ยท Pay: Mar 17, 2026
Ex-DateRecordPayDividendAdjFrequency
Mar 16, 2026Mar 13, 2026Mar 17, 2026$0.16$0.16Quarterly
Dec 18, 2025Dec 17, 2025Dec 19, 2025$0.16$0.16Quarterly
Sep 15, 2025Sep 12, 2025Sep 16, 2025$0.16$0.16Quarterly
Jun 16, 2025Jun 13, 2025Jun 17, 2025$0.16$0.16Quarterly
Mar 17, 2025Mar 14, 2025Mar 18, 2025$0.11$0.11Quarterly
Dec 18, 2024Dec 17, 2024Dec 19, 2024$0.10$0.10Quarterly
Sep 23, 2024Sep 20, 2024Sep 24, 2024$0.14$0.14Quarterly
Jun 24, 2024Jun 21, 2024Jun 25, 2024$0.14$0.14Quarterly
Mar 25, 2024Mar 22, 2024Mar 26, 2024$0.25$0.25Quarterly
Dec 21, 2023Dec 20, 2023Dec 22, 2023$0.05$0.05Quarterly
Sep 18, 2023Sep 15, 2023Sep 19, 2023$0.13$0.13Quarterly
Jun 21, 2023Jun 20, 2023Jun 22, 2023$0.13$0.13Quarterly
Mar 21, 2023Mar 20, 2023Mar 22, 2023$0.23$0.23Quarterly
Dec 21, 2022Dec 20, 2022Dec 22, 2022$0.04$0.04Quarterly
Sep 19, 2022Sep 16, 2022Sep 20, 2022$0.12$0.12Quarterly
Jun 22, 2022Jun 21, 2022Jun 23, 2022$0.12$0.12Quarterly
Mar 22, 2022Mar 21, 2022Mar 23, 2022$0.11$0.11Quarterly
Dec 22, 2021Dec 21, 2021Dec 23, 2021$0.10$0.10Quarterly
Sep 20, 2021Sep 17, 2021Sep 21, 2021$0.15$0.15Quarterly
Jun 22, 2021Jun 21, 2021Jun 23, 2021$0.05$0.05Quarterly
Mar 22, 2021Mar 19, 2021Mar 23, 2021$0.14$0.14Quarterly
Dec 22, 2020Dec 21, 2020Dec 23, 2020$0.06$0.06Quarterly
Sep 23, 2020Sep 22, 2020Sep 24, 2020$0.11$0.11Quarterly
Jun 24, 2020Jun 23, 2020Jun 25, 2020$0.12$0.12Quarterly
Mar 25, 2020Mar 24, 2020Mar 26, 2020$0.16$0.16Quarterly
Dec 27, 2019Dec 26, 2019Dec 30, 2019$0.08$0.08Quarterly
Sep 26, 2019Sep 25, 2019Sep 27, 2019$0.11$0.11Quarterly
Jun 26, 2019Jun 25, 2019Jun 27, 2019$0.12$0.12Quarterly
Mar 27, 2019Mar 26, 2019Mar 28, 2019$0.13$0.13Quarterly
Dec 27, 2018Dec 26, 2018Dec 28, 2018$0.12$0.12Quarterly
Dec 11, 2018Dec 10, 2018Dec 12, 2018$0.05$0.05Quarterly
Sep 26, 2018Sep 25, 2018Sep 27, 2018$0.12$0.12Quarterly
Jun 27, 2018Jun 26, 2018Jun 28, 2018$0.12$0.12Quarterly
Mar 28, 2018Mar 27, 2018Mar 29, 2018$0.12$0.12Quarterly
Dec 27, 2017Dec 26, 2017Dec 28, 2017$0.11$0.11Quarterly
Sep 27, 2017Sep 26, 2017Sep 28, 2017$0.11$0.11Quarterly
Jun 28, 2017Jun 27, 2017Jun 29, 2017$0.10$0.10Quarterly
Mar 29, 2017Mar 28, 2017Mar 30, 2017$0.10$0.10Quarterly
Dec 28, 2016Dec 27, 2016Dec 29, 2016$0.11$0.11Quarterly
Sep 28, 2016Sep 27, 2016Sep 29, 2016$0.10$0.10Quarterly
No upcoming dividends in the next 90 days

Next Step

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