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VEVIX: VICTORY SYCAMORE ESTABLISHED VALUE FUND (FORMERLY VICTORY ESTABLISHED VALUE FUND) CLASS I (MUTUAL FUND)
Basic Info 49.72 0.45(0.90%) June 05
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 03/05/2010 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 5.16% |
| Expenses | 1.65% |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 11.0 | 16.9 | 11.9 | 7.1 | 11.0 | 11.5 | 12.0 | 2.6 | 10.1 | 10.4 | -2.5 | 31.9 | 8.1 | 28.8 | -10.1 | 16.0 | 20.8 | 1.1 | 12.4 | 34.9 | 12.5 | 0.5 | 16.3 |
| Sharpe Ratio | NA | 1.96 | 1.15 | 0.6 | 0.28 | 0.49 | NA | 0.59 | -0.01 | 0.53 | 0.47 | -0.18 | 1.95 | 0.19 | 2.18 | -0.78 | 1.93 | 1.49 | 0.07 | 0.57 | 2.93 | 0.9 | 0.02 | 1.03 |
| Draw Down(%) | NA | 7.5 | 7.5 | 20.3 | 20.3 | 41.0 | NA | 41.0 | 17.8 | 8.2 | 12.5 | 15.9 | 7.3 | 41.0 | 6.5 | 20.8 | 4.1 | 9.0 | 9.7 | 13.2 | 6.2 | 9.6 | 24.0 | 14.7 |
| Standard Deviation(%) | NA | 12.8 | 12.4 | 14.4 | 16.4 | 19.0 | NA | 18.7 | 17.4 | 12.3 | 14.4 | 21.7 | 16.3 | 40.3 | 12.5 | 14.7 | 8.0 | 13.8 | 14.4 | 21.9 | 11.9 | 14.0 | 25.0 | 19.3 |
| Treynor Ratio | NA | 0.25 | 0.14 | 0.09 | 0.05 | 0.09 | NA | 0.11 | 0.0 | 0.07 | 0.07 | -0.04 | 0.31 | 0.08 | 0.27 | -0.12 | 0.16 | 0.23 | 0.01 | 0.12 | 0.37 | 0.13 | 0.0 | 0.23 |
| Alpha | NA | 0.0 | -0.02 | -0.02 | 0.0 | 0.0 | NA | 0.0 | -0.04 | -0.01 | 0.0 | 0.02 | 0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.03 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 |
| Beta | NA | 1.01 | 1.02 | 1.01 | 1.0 | 0.99 | NA | 0.97 | 1.04 | 1.0 | 0.95 | 0.99 | 1.04 | 0.99 | 1.0 | 0.95 | 0.94 | 0.88 | 0.93 | 1.05 | 0.95 | 0.98 | 0.94 | 0.86 |
| RSquared | NA | 0.89 | 0.9 | 0.93 | 0.95 | 0.96 | NA | 0.91 | 0.95 | 0.9 | 0.95 | 0.97 | 0.95 | 0.98 | 0.96 | 0.95 | 0.9 | 0.94 | 0.96 | 0.3 | 0.94 | 0.95 | 0.98 | 0.98 |
| Yield(%) | N/A | 0.6 | N/A | N/A | N/A | N/A | N/A | N/A | 4.7 | 11.5 | 6.4 | 7.5 | 10.3 | 5.6 | 7.4 | 8.7 | 3.7 | 1.9 | 10.8 | 14.8 | 9.3 | 4.0 | 3.6 | 7.9 |
| Dividend Growth(%) | N/A | -87.5 | N/A | N/A | N/A | N/A | N/A | N/A | -59.6 | 86.2 | -22.7 | -11.2 | 86.1 | -8.6 | -30.6 | 163.7 | 136.6 | -84.5 | -27.8 | 93.3 | 155.6 | 7.5 | -50.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/03/2010
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