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VFSAX: VICTORY SELECT FUND CLASS A (MUTUAL FUND)
Basic Info 38.16 1.15(2.93%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (26%) |
| Start Date: | 02/07/2019 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 3.64% |
| Expenses | 0.07% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Since 02/07/2019 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.9 | 7.8 | 22.9 | 15.8 | 5.2 | 8.9 | 29.9 | 2.6 | 15.1 | -21.3 | 12.7 | 11.9 | 13.5 |
| Sharpe Ratio | NA | 0.94 | 1.47 | 0.93 | 0.18 | 0.4 | 1.99 | -0.09 | 0.92 | -1.09 | 0.99 | 0.4 | 1.44 |
| Draw Down(%) | NA | 11.5 | 11.5 | 14.7 | 33.8 | 39.9 | 12.4 | 8.0 | 13.3 | 31.5 | 8.2 | 39.9 | 8.0 |
| Standard Deviation(%) | NA | 17.6 | 13.8 | 13.5 | 15.1 | 17.2 | 13.6 | 11.9 | 12.6 | 21.0 | 12.8 | 29.3 | 9.5 |
| Treynor Ratio | NA | 0.17 | 0.24 | 0.19 | 0.04 | 0.1 | 0.51 | -0.02 | 0.16 | -0.32 | 0.17 | 0.16 | 0.21 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.07 | -0.05 | -0.01 | -0.03 | -0.02 | -0.01 | 0.0 |
| Beta | NA | 0.97 | 0.84 | 0.66 | 0.69 | 0.71 | 0.53 | 0.67 | 0.73 | 0.72 | 0.75 | 0.73 | 0.66 |
| RSquared | NA | 0.62 | 0.59 | 0.55 | 0.63 | 0.69 | 0.56 | 0.54 | 0.63 | 0.73 | 0.65 | 0.78 | 0.69 |
| Yield(%) | N/A | 0.0 | 3.6 | 3.7 | 2.6 | N/A | 4.2 | 3.4 | 3.4 | 1.7 | 2.9 | 2.0 | 3.5 |
| Dividend Growth(%) | N/A | -100.0 | 23.7 | 48.7 | N/A | N/A | 23.7 | 9.1 | 53.2 | -35.8 | 58.1 | -36.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/07/2019
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