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MUXAX: VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS A (MUTUAL FUND)
Basic Info 29.87 0.81(2.64%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (34%) |
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 8.72% |
| Expenses | 0.53% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 8.1 | 25.1 | 21.0 | 12.9 | 14.7 | 5.7 | 17.2 | 24.6 | 25.6 | -18.6 | 27.9 | 17.8 | 30.7 | -5.1 | 20.6 | 38.4 |
| Sharpe Ratio | NA | 1.91 | 2.1 | 1.27 | 0.64 | 0.74 | 0.21 | 0.77 | 1.65 | 1.69 | -0.83 | 2.13 | 0.5 | 2.34 | -0.38 | 3.02 | 0.0 |
| Draw Down(%) | NA | 9.0 | 9.0 | 18.8 | 24.8 | 33.8 | 33.8 | 18.8 | 8.5 | 10.0 | 24.8 | 5.2 | 33.8 | 6.7 | 19.6 | 2.6 | 7.9 |
| Standard Deviation(%) | NA | 13.4 | 11.9 | 14.8 | 16.9 | 18.1 | 18.9 | 18.7 | 12.7 | 13.1 | 24.2 | 13.1 | 34.6 | 12.5 | 17.0 | 6.6 | 22.7 |
| Treynor Ratio | NA | 0.26 | 0.25 | 0.19 | 0.11 | 0.13 | 0.04 | 0.15 | 0.21 | 0.22 | -0.21 | 0.28 | 0.17 | 0.29 | -0.07 | 0.2 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.08 |
| Beta | NA | 1.0 | 1.0 | 0.99 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 | 1.0 | 1.0 | 0.99 | 0.98 | 0.98 |
| RSquared | NA | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.89 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 0.98 | 0.99 | 0.28 |
| Yield(%) | N/A | 0.1 | N/A | N/A | N/A | N/A | N/A | 8.9 | 18.2 | 7.0 | 6.2 | 9.5 | 7.8 | 15.5 | 10.3 | 17.7 | 8.9 |
| Dividend Growth(%) | N/A | -98.3 | N/A | N/A | N/A | N/A | N/A | -47.9 | 209.7 | -16.0 | -21.6 | 29.8 | -41.5 | 27.5 | -40.2 | 112.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/1994
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See LARGE BLEND Asset Class Trend Rankings |
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