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MGOTX: VICTORY MUNDER MID-CAP CORE GROWTH FUND CLASS C (MUTUAL FUND)
Basic Info 8.3 0.19(2.24%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (36%) |
| Start Date: | 07/14/2000 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 22.25% |
| Expenses | 1.57% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/14/2000 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 17.1 | 25.9 | 16.9 | -19.4 | -9.9 | -4.1 | -2.1 | -0.4 | 10.7 | 9.7 | 13.4 | -21.9 | -69.5 | -31.8 | 25.1 | -15.4 | 22.9 | 6.6 | -5.1 | 9.1 | 32.4 | 14.8 | -1.8 | 24.2 | 31.5 | -44.0 | 19.8 | 10.7 | 12.0 | 21.1 | 35.9 | -16.1 | -3.6 | -10.6 |
| Sharpe Ratio | NA | 2.49 | 1.64 | 0.86 | -0.33 | -0.23 | NA | NA | -0.05 | 0.44 | 0.43 | 0.62 | -0.88 | -0.49 | -0.6 | 1.75 | -0.94 | 2.52 | 0.4 | -0.33 | 0.41 | 2.51 | 0.97 | -0.06 | 1.22 | 1.14 | -1.05 | 0.94 | 0.47 | 0.7 | 1.41 | 2.16 | -0.71 | -0.28 | -0.93 |
| Draw Down(%) | NA | 8.0 | 8.0 | 20.2 | 82.7 | 85.9 | NA | NA | 85.9 | 18.0 | 8.2 | 16.3 | 27.1 | 77.5 | 53.1 | 6.9 | 25.2 | 3.5 | 14.1 | 15.0 | 12.5 | 6.4 | 11.9 | 24.3 | 14.1 | 23.7 | 55.7 | 12.6 | 14.5 | 8.0 | 11.0 | 11.0 | 27.4 | 25.9 | 20.6 |
| Standard Deviation(%) | NA | 16.8 | 14.2 | 16.0 | 66.3 | 50.6 | NA | NA | 35.9 | 17.8 | 14.2 | 16.0 | 26.7 | 143.2 | 53.0 | 13.5 | 18.0 | 8.9 | 15.9 | 15.8 | 22.3 | 12.9 | 15.4 | 28.4 | 19.8 | 27.5 | 42.6 | 17.7 | 15.5 | 13.9 | 14.3 | 16.3 | 24.2 | 21.8 | 27.7 |
| Treynor Ratio | NA | 0.55 | 0.31 | 0.16 | -0.25 | -0.13 | NA | NA | -0.02 | 0.1 | 0.07 | 0.11 | -0.3 | -0.51 | -0.33 | 0.25 | -0.17 | 0.22 | 0.07 | -0.05 | 0.09 | 0.34 | 0.16 | -0.02 | 0.27 | 0.35 | -0.5 | 0.17 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.11 | 0.07 | 0.01 | -0.06 | -0.05 | NA | NA | -0.02 | 0.01 | -0.02 | -0.03 | 0.0 | -0.31 | -0.24 | -0.02 | -0.04 | 0.0 | 0.0 | -0.02 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | -0.02 | -0.01 | 0.01 | 0.01 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.76 | 0.76 | 0.83 | 0.88 | 0.92 | NA | NA | 0.92 | 0.8 | 0.88 | 0.9 | 0.78 | 1.36 | 0.97 | 0.95 | 0.97 | 1.01 | 0.98 | 0.98 | 1.03 | 0.95 | 0.94 | 0.99 | 0.89 | 0.91 | 0.9 | 1.0 | 1.02 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.75 | 0.77 | 0.87 | 0.24 | 0.34 | NA | NA | 0.47 | 0.9 | 0.88 | 0.91 | 0.89 | 0.1 | 0.48 | 0.95 | 0.96 | 0.88 | 0.96 | 0.96 | 0.4 | 0.95 | 0.96 | 0.98 | 0.97 | 0.97 | 0.97 | 0.94 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 22.2 | 17.0 | 17.4 | 11.4 | 11.4 | 10.2 | N/A | 22.9 | 21.8 | 62.0 | 11.4 | 0.0 | 0.0 | 75.1 | 36.8 | 24.7 | 14.7 | 10.6 | 12.9 | 2.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 1.8 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -5.1 | 2646.7 | -85.9 | 266.8 | N/A | N/A | N/A | -5.1 | 234.3 | 265.9 | 79150.0 | N/A | -100.0 | -3.2 | 46.7 | 58.0 | 15.5 | -19.6 | 512.7 | N/A | N/A | N/A | N/A | -100.0 | -94.1 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/14/2000
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