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MNNAX: VICTORY MUNDER MULTI-CAP FUND (FORMERLY VICTORY MUNDER GROWTH OPPORTUNITIES FUND) CLASS A (MUTUAL FUND)
Basic Info 65.2 1.93(2.88%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (63%) |
| Start Date: | 07/15/1998 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 15.13% |
| Expenses | 0.96% |
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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 | Inception** | 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(%) | -2.0 | 11.8 | 32.8 | 24.0 | 9.8 | 11.8 | 11.1 | 10.4 | 7.0 | 21.8 | 25.6 | 24.6 | -29.5 | 21.6 | 11.2 | 28.3 | -14.7 | 28.4 | 5.4 | 3.1 | 14.7 | 31.9 | 12.5 | -5.2 | 19.3 | 78.6 | -45.7 | 16.2 | 0.4 | 8.1 | 14.1 | 68.1 | -44.5 | -48.2 | -54.2 | 173.6 | 29.4 |
| Sharpe Ratio | NA | 1.64 | 2.11 | 1.21 | 0.35 | 0.49 | NA | NA | 0.19 | 0.99 | 1.22 | 1.51 | -1.02 | 1.08 | 0.3 | 1.94 | -0.87 | 3.13 | 0.35 | 0.19 | 1.06 | 2.66 | 0.87 | -0.2 | 0.96 | 2.7 | -1.07 | 0.67 | -0.16 | 0.36 | 0.5 | 2.43 | -1.05 | -0.89 | -0.91 | 3.95 | 1.52 |
| Draw Down(%) | NA | 9.7 | 9.7 | 24.3 | 36.8 | 38.0 | NA | NA | 92.9 | 19.1 | 10.6 | 9.3 | 31.0 | 13.9 | 38.0 | 7.9 | 25.1 | 3.5 | 14.0 | 11.0 | 9.3 | 7.0 | 11.9 | 23.3 | 15.6 | 14.9 | 57.5 | 13.8 | 24.7 | 17.9 | 26.7 | 17.0 | 60.4 | 68.6 | 70.2 | 30.0 | 37.9 |
| Standard Deviation(%) | NA | 16.5 | 14.3 | 17.2 | 21.0 | 20.9 | NA | NA | 29.3 | 19.2 | 18.0 | 14.0 | 30.3 | 19.9 | 36.4 | 13.9 | 18.5 | 8.9 | 15.0 | 16.3 | 13.9 | 12.0 | 14.4 | 26.0 | 20.1 | 29.0 | 43.5 | 19.7 | 18.8 | 16.2 | 26.4 | 27.7 | 43.5 | 57.9 | 64.3 | 43.2 | 46.1 |
| Treynor Ratio | NA | 0.36 | 0.41 | 0.3 | 0.11 | 0.14 | NA | NA | 0.05 | 0.26 | 0.33 | 0.33 | -0.46 | 0.34 | 0.12 | 0.45 | -0.2 | 0.33 | 0.05 | 0.03 | 0.15 | 0.33 | 0.13 | -0.05 | 0.19 | 0.71 | -0.42 | 0.12 | -0.02 | 0.05 | 0.08 | 0.56 | -0.39 | -0.33 | -0.36 | 1.16 | 0.61 |
| Alpha | NA | 0.1 | 0.08 | 0.03 | 0.01 | 0.0 | NA | NA | 0.01 | 0.03 | 0.02 | -0.01 | -0.01 | 0.05 | -0.12 | 0.01 | -0.07 | 0.01 | 0.02 | -0.02 | 0.01 | -0.01 | -0.02 | -0.02 | 0.03 | 0.1 | -0.03 | 0.02 | 0.0 | -0.01 | 0.02 | 0.1 | -0.01 | 0.01 | -0.11 | 0.34 | 0.23 |
| Beta | NA | 0.75 | 0.74 | 0.7 | 0.69 | 0.74 | NA | NA | 1.06 | 0.74 | 0.66 | 0.64 | 0.67 | 0.63 | 0.89 | 0.6 | 0.82 | 0.84 | 0.95 | 0.97 | 0.98 | 0.96 | 0.96 | 0.97 | 1.01 | 1.11 | 1.11 | 1.08 | 1.28 | 1.15 | 1.55 | 1.21 | 1.18 | 1.56 | 1.61 | 1.47 | 1.16 |
| RSquared | NA | 0.75 | 0.78 | 0.72 | 0.67 | 0.71 | NA | NA | 0.71 | 0.91 | 0.5 | 0.75 | 0.68 | 0.49 | 0.79 | 0.63 | 0.85 | 0.66 | 0.87 | 0.93 | 0.93 | 0.94 | 0.93 | 0.97 | 0.92 | 0.87 | 0.9 | 0.81 | 0.78 | 0.7 | 0.73 | 0.7 | 0.74 | 0.88 | 0.75 | 0.52 | 0.61 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 15.3 | 10.2 | 5.6 | 0.0 | 0.0 | 0.1 | 3.4 | 13.7 | 6.4 | 0.0 | 18.3 | 0.3 | 0.0 | 0.0 | 4.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.6 | 0.0 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 75.9 | 117.0 | 2195900.0 | N/A | -100.0 | -97.2 | -82.1 | 161.1 | N/A | -100.0 | 6041.7 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/19/1996
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