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RSYEX: VICTORY RS SMALL CAP GROWTH FUND CLASS Y (MUTUAL FUND)
Basic Info 74.04 3.31(4.28%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (63%) |
| Start Date: | 07/20/2007 |
| Last Dividend Date: | 12/21/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 2.16% |
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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(%) | -2.5 | 15.8 | 30.8 | 13.5 | -5.5 | 5.6 | 6.8 | 6.1 | 3.5 | 11.4 | 20.1 | -40.2 | -23.4 | 27.2 | 38.3 | -9.0 | 36.6 | 1.6 | 0.3 | 9.8 | 49.6 | 15.1 | -2.0 | 28.4 | 48.1 | -45.4 | -0.8 |
| Sharpe Ratio | NA | 1.55 | 1.3 | 0.44 | -0.3 | 0.15 | NA | 0.2 | 0.03 | 0.36 | 0.83 | -1.2 | -0.76 | 0.66 | 2.03 | -0.47 | 2.88 | 0.07 | 0.02 | 0.52 | 3.33 | 0.87 | -0.07 | 1.22 | 1.7 | -1.18 | -0.2 |
| Draw Down(%) | NA | 15.1 | 15.1 | 33.7 | 55.9 | 60.0 | NA | 62.3 | 29.1 | 13.0 | 16.6 | 42.4 | 34.6 | 38.7 | 13.0 | 30.4 | 4.7 | 22.6 | 17.4 | 14.5 | 5.8 | 13.0 | 29.5 | 17.4 | 17.8 | 57.8 | 13.9 |
| Standard Deviation(%) | NA | 24.7 | 21.6 | 23.2 | 26.9 | 26.0 | NA | 25.6 | 26.1 | 21.6 | 19.9 | 34.9 | 31.0 | 40.3 | 18.2 | 22.4 | 12.6 | 19.9 | 19.1 | 18.8 | 14.9 | 17.5 | 31.7 | 23.3 | 28.3 | 39.1 | 22.1 |
| Treynor Ratio | NA | 0.37 | 0.27 | 0.1 | -0.08 | 0.04 | NA | 0.05 | 0.01 | 0.07 | 0.17 | -0.4 | -0.19 | 0.26 | 0.33 | -0.09 | 0.32 | 0.01 | 0.0 | 0.09 | 0.5 | 0.15 | -0.02 | 0.3 | 0.57 | -0.52 | -0.05 |
| Alpha | NA | 0.02 | 0.01 | -0.01 | -0.04 | -0.02 | NA | -0.01 | -0.03 | -0.02 | 0.0 | -0.06 | -0.12 | -0.02 | 0.01 | -0.01 | 0.04 | -0.04 | 0.01 | 0.02 | 0.03 | -0.01 | 0.0 | 0.0 | 0.04 | -0.06 | 0.04 |
| Beta | NA | 1.04 | 1.04 | 1.06 | 1.06 | 1.06 | NA | 1.0 | 1.05 | 1.12 | 0.98 | 1.03 | 1.25 | 1.02 | 1.12 | 1.12 | 1.14 | 1.07 | 1.13 | 1.15 | 0.99 | 0.99 | 0.97 | 0.95 | 0.84 | 0.89 | 0.94 |
| RSquared | NA | 0.91 | 0.91 | 0.94 | 0.89 | 0.9 | NA | 0.92 | 0.94 | 0.94 | 0.93 | 0.95 | 0.75 | 0.93 | 0.93 | 0.93 | 0.87 | 0.89 | 0.89 | 0.92 | 0.91 | 0.93 | 0.98 | 0.96 | 0.96 | 0.97 | 0.91 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 10.9 | 14.8 | 11.5 | 0.0 | 1.5 | 6.6 | 12.2 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -44.3 | 61.4 | 96562.5 | -99.2 | -77.2 | -28.6 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/17/2007
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