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MGOYX: VICTORY MUNDER MID-CAP CORE GROWTH FUND CLASS Y (MUTUAL FUND)
Basic Info 14.13 0.32(2.21%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 06/24/1998 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 14.67% |
| Expenses | 1.57% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/24/1998 |
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 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 17.8 | 27.7 | 18.2 | 7.9 | 10.9 | 10.5 | 9.1 | 9.9 | 12.0 | 10.9 | 14.8 | -21.3 | 25.9 | 20.6 | 26.2 | -14.2 | 24.1 | 7.7 | -4.3 | 10.2 | 33.7 | 16.0 | -0.8 | 25.5 | 32.8 | -43.5 | 21.0 | 11.8 | 13.1 | 22.3 | 37.1 | -15.2 | -2.5 | 18.3 | 28.7 | -3.5 |
| Sharpe Ratio | NA | 2.91 | 1.96 | 0.99 | 0.3 | 0.47 | NA | NA | 0.39 | 0.52 | 0.51 | 0.71 | -0.88 | 1.4 | 0.54 | 1.83 | -0.87 | 2.65 | 0.47 | -0.27 | 0.5 | 2.61 | 1.04 | -0.03 | 1.28 | 1.19 | -1.04 | 1.01 | 0.55 | 0.78 | 1.49 | 2.24 | -0.68 | -0.23 | 0.45 | 1.39 | -0.35 |
| Draw Down(%) | NA | 7.8 | 7.8 | 19.9 | 28.7 | 39.9 | NA | NA | 57.2 | 17.8 | 8.1 | 16.1 | 26.9 | 8.2 | 39.9 | 6.8 | 24.2 | 3.4 | 14.1 | 14.8 | 11.1 | 6.3 | 11.8 | 24.1 | 13.9 | 23.6 | 55.3 | 12.6 | 14.4 | 7.9 | 10.9 | 10.9 | 27.3 | 25.7 | 20.5 | 14.4 | 33.6 |
| Standard Deviation(%) | NA | 16.7 | 14.0 | 16.0 | 18.5 | 20.0 | NA | NA | 21.6 | 17.8 | 14.3 | 15.9 | 25.8 | 18.5 | 37.8 | 13.5 | 17.9 | 8.9 | 15.9 | 15.8 | 20.6 | 12.9 | 15.4 | 28.4 | 19.8 | 27.4 | 42.6 | 17.7 | 15.5 | 13.9 | 14.3 | 16.2 | 24.2 | 22.0 | 31.3 | 18.2 | 27.9 |
| Treynor Ratio | NA | 0.63 | 0.35 | 0.19 | 0.07 | 0.1 | NA | NA | 0.09 | 0.12 | 0.08 | 0.13 | -0.29 | 0.28 | 0.19 | 0.26 | -0.16 | 0.23 | 0.08 | -0.04 | 0.1 | 0.35 | 0.17 | -0.01 | 0.29 | 0.36 | -0.49 | 0.18 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.11 | 0.07 | 0.02 | 0.01 | 0.0 | NA | NA | 0.02 | 0.01 | -0.01 | -0.02 | 0.01 | 0.03 | -0.05 | -0.02 | -0.04 | 0.01 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.77 | 0.78 | 0.84 | 0.81 | 0.91 | NA | NA | 0.92 | 0.8 | 0.88 | 0.9 | 0.77 | 0.91 | 1.04 | 0.95 | 0.97 | 1.01 | 0.98 | 0.98 | 1.03 | 0.95 | 0.94 | 0.99 | 0.88 | 0.9 | 0.9 | 1.0 | 1.02 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.76 | 0.77 | 0.87 | 0.89 | 0.91 | NA | NA | 0.66 | 0.9 | 0.88 | 0.91 | 0.93 | 0.81 | 0.97 | 0.95 | 0.96 | 0.88 | 0.96 | 0.96 | 0.46 | 0.95 | 0.96 | 0.98 | 0.97 | 0.97 | 0.96 | 0.94 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 14.5 | 12.3 | 10.6 | 11.8 | 12.2 | 11.6 | N/A | 15.0 | 15.3 | 5.0 | 8.7 | 25.6 | 18.4 | 47.9 | 28.1 | 20.0 | 12.3 | 9.1 | 11.4 | 2.3 | 0.0 | 0.0 | 0.0 | 0.5 | 0.1 | 1.7 | 0.4 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -4.9 | -39.8 | -71.7 | 343.6 | N/A | N/A | N/A | -4.9 | 234.3 | -59.3 | -65.7 | 35.1 | -69.5 | -3.2 | 46.7 | 58.0 | 15.5 | -19.8 | 514.6 | N/A | N/A | -100.0 | -89.2 | 219.2 | -94.1 | 420.0 | -49.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/24/1998
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