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RSDYX: VICTORY INCORE LOW DURATION BOND FUND CLASS Y (MUTUAL FUND)
Basic Info 9.86 0.02(0.20%) June 05
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (7%) |
| Start Date: | 05/26/2009 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 4.84% |
| Expenses | 0.85% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 0.2 | 3.7 | 4.9 | 2.5 | 2.5 | 2.1 | 2.2 | 5.7 | 5.4 | 4.8 | -3.3 | 0.9 | 4.1 | 3.7 | 1.0 | 1.7 | 1.9 | 0.8 | 1.0 | 0.1 | 3.3 | 1.9 | 2.5 | 1.8 |
| Sharpe Ratio | NA | -0.56 | 0.91 | 0.94 | 0.03 | 0.47 | NA | 0.73 | 1.39 | 0.89 | 0.46 | -1.84 | 0.86 | 1.7 | 1.6 | -0.35 | 0.97 | 1.53 | 0.69 | 0.95 | 0.06 | 3.29 | 1.37 | 1.86 | 1.79 |
| Draw Down(%) | NA | 1.2 | 1.2 | 1.2 | 5.1 | 5.1 | NA | 5.1 | 0.9 | 0.9 | 1.6 | 5.0 | 0.7 | 4.0 | 0.6 | 0.5 | 0.5 | 0.5 | 0.7 | 0.6 | 2.2 | 0.3 | 0.9 | 0.9 | 0.8 |
| Standard Deviation(%) | NA | 2.1 | 2.1 | 2.1 | 2.2 | 1.9 | NA | 1.7 | 2.1 | 2.0 | 2.5 | 2.6 | 1.1 | 2.3 | 1.4 | 1.2 | 1.1 | 1.1 | 1.1 | 1.1 | 2.0 | 1.0 | 1.4 | 1.3 | 1.6 |
| Treynor Ratio | NA | -0.01 | 0.02 | 0.03 | 0.0 | 0.01 | NA | 0.02 | 0.04 | 0.03 | 0.02 | -0.08 | 0.03 | 0.07 | 0.04 | -0.01 | 0.02 | 0.04 | 0.02 | 0.02 | 0.0 | 0.06 | 0.03 | 0.05 | 0.07 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.79 | 0.79 | 0.66 | 0.62 | 0.6 | NA | 0.57 | 0.73 | 0.65 | 0.61 | 0.56 | 0.27 | 0.56 | 0.62 | 0.57 | 0.58 | 0.41 | 0.43 | 0.53 | 0.51 | 0.54 | 0.57 | 0.45 | 0.4 |
| RSquared | NA | 0.79 | 0.8 | 0.77 | 0.71 | 0.64 | NA | 0.55 | 0.82 | 0.76 | 0.78 | 0.64 | 0.12 | 0.52 | 0.56 | 0.45 | 0.47 | 0.35 | 0.46 | 0.44 | 0.12 | 0.45 | 0.41 | 0.49 | 0.42 |
| Yield(%) | N/A | 1.5 | N/A | N/A | N/A | N/A | N/A | N/A | 4.8 | 4.2 | 3.2 | 1.7 | 1.3 | 2.0 | 2.4 | 2.4 | 2.0 | 1.1 | 1.6 | 2.0 | 2.0 | 2.2 | 2.6 | 1.4 | 0.0 |
| Dividend Growth(%) | N/A | -67.7 | N/A | N/A | N/A | N/A | N/A | N/A | 15.9 | 34.5 | 73.7 | 29.6 | -31.1 | -16.9 | 0.2 | 18.2 | 76.5 | -27.6 | -23.9 | 0.0 | -7.7 | -16.2 | 86.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/22/2009
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