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MYSIX: VICTORY TRIVALENT INTERNATIONAL SMALL-CAP FUND (FORMERLY VICTORY MUNDER INTERNATIONAL SMALL-CAP FUND (MUTUAL FUND)
Basic Info 21.61 0.7(3.14%) June 05
| Asset Class: | Foreign Small/Mid Blend |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 08/22/2007 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 6.70% |
| Expenses | 0.97% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.4 | 9.4 | 28.1 | 20.1 | 5.7 | 8.9 | 8.7 | 5.9 | 41.9 | 4.5 | 15.3 | -23.2 | 4.9 | 15.2 | 27.7 | -20.3 | 37.3 | -1.0 | 8.0 | -0.4 | 32.7 | 24.1 | -11.8 | 25.3 | 37.1 | -53.6 | -2.2 |
| Sharpe Ratio | NA | 1.01 | 1.6 | 1.09 | 0.18 | 0.41 | NA | 0.24 | 2.53 | 0.06 | 0.84 | -1.03 | 0.32 | 0.47 | 2.36 | -1.51 | 4.85 | -0.07 | 0.55 | -0.03 | 2.83 | 1.48 | -0.42 | 1.17 | 1.48 | -1.44 | -0.39 |
| Draw Down(%) | NA | 13.8 | 13.8 | 14.2 | 41.9 | 42.0 | NA | 67.8 | 13.0 | 10.3 | 14.2 | 34.5 | 15.3 | 39.7 | 7.3 | 28.1 | 2.2 | 13.2 | 14.1 | 14.3 | 8.9 | 15.3 | 25.5 | 18.0 | 23.6 | 62.2 | 14.3 |
| Standard Deviation(%) | NA | 20.4 | 16.0 | 15.5 | 17.5 | 17.9 | NA | 20.0 | 15.5 | 13.8 | 14.1 | 24.0 | 15.5 | 31.5 | 11.1 | 14.5 | 7.6 | 17.0 | 14.5 | 11.7 | 11.6 | 16.3 | 28.3 | 21.4 | 24.9 | 37.7 | 21.9 |
| Treynor Ratio | NA | 0.19 | 0.24 | 0.17 | 0.03 | 0.08 | NA | 0.05 | 0.4 | 0.01 | 0.12 | -0.23 | 0.05 | 0.2 | 0.29 | -0.21 | 0.42 | -0.01 | 0.08 | 0.0 | 0.38 | 0.26 | -0.11 | 0.25 | 0.39 | -0.48 | -0.09 |
| Alpha | NA | 0.01 | -0.02 | -0.02 | -0.03 | 0.0 | NA | 0.0 | -0.02 | -0.01 | -0.01 | -0.06 | -0.03 | 0.06 | 0.03 | 0.02 | 0.04 | -0.03 | 0.02 | 0.02 | 0.02 | 0.01 | 0.03 | 0.02 | 0.0 | -0.06 | 0.01 |
| Beta | NA | 1.09 | 1.04 | 1.01 | 1.03 | 0.91 | NA | 0.98 | 0.97 | 0.99 | 1.0 | 1.09 | 0.91 | 0.73 | 0.91 | 1.02 | 0.88 | 0.85 | 0.98 | 0.88 | 0.86 | 0.94 | 1.07 | 1.0 | 0.96 | 1.14 | 0.99 |
| RSquared | NA | 0.92 | 0.91 | 0.92 | 0.9 | 0.74 | NA | 0.83 | 0.93 | 0.93 | 0.92 | 0.95 | 0.68 | 0.46 | 0.84 | 0.9 | 0.86 | 0.83 | 0.91 | 0.88 | 0.87 | 0.91 | 0.97 | 0.92 | 0.92 | 0.9 | 0.66 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 8.0 | 2.2 | 2.0 | 0.7 | 1.7 | 0.3 | 2.3 | 2.6 | 2.3 | 1.4 | 2.4 | 1.4 | 2.2 | 1.9 | 1.4 | 1.1 | 1.6 | 1.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 274.3 | 23.0 | 108.1 | -54.6 | 453.1 | -81.4 | -31.8 | 51.9 | 64.5 | -39.5 | 66.2 | -18.1 | 43.5 | 19.1 | 54.9 | -2.7 | -29.1 | 2475.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/17/2007
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