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VSOIX: VICTORY SYCAMORE SMALL COMPANY OPPORTUNITY FUND (FORMERLY VICTORY SMALL COMPANY OPPORTUNITY FUND) CL (MUTUAL FUND)
Basic Info 51.84 0.59(1.13%) June 05
| Asset Class: | SMALL VALUE |
| MyPlanIQ Rating: | (64%) |
| Start Date: | 09/21/2007 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 6.05% |
| Expenses | 0.85% |
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Performance Analytics (As of 06/04/2026)
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 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 14.1 | 26.8 | 10.6 | 5.7 | 10.4 | 10.5 | 9.0 | 1.7 | 5.4 | 11.7 | -6.6 | 25.4 | 4.7 | 27.0 | -8.4 | 11.9 | 30.0 | -0.3 | 6.9 | 33.4 | 12.5 | 1.5 | 22.0 | 33.5 | -27.0 | -7.7 |
| Sharpe Ratio | NA | 1.93 | 1.37 | 0.43 | 0.16 | 0.4 | NA | 0.35 | -0.05 | 0.1 | 0.46 | -0.35 | 1.28 | 0.1 | 1.85 | -0.65 | 0.96 | 1.77 | -0.02 | 0.37 | 2.52 | 0.82 | 0.05 | 0.99 | 1.0 | -0.67 | -1.27 |
| Draw Down(%) | NA | 11.0 | 11.0 | 26.1 | 26.1 | 39.7 | NA | 52.8 | 22.6 | 8.8 | 16.2 | 18.5 | 9.3 | 39.7 | 8.0 | 21.4 | 5.7 | 10.3 | 9.7 | 10.8 | 6.1 | 11.1 | 24.4 | 18.5 | 30.9 | 47.6 | 12.0 |
| Standard Deviation(%) | NA | 17.7 | 17.2 | 18.9 | 19.6 | 21.6 | NA | 23.2 | 21.5 | 17.6 | 17.6 | 22.9 | 19.8 | 42.8 | 13.8 | 15.1 | 11.7 | 16.8 | 14.9 | 18.5 | 13.2 | 15.4 | 29.1 | 22.1 | 33.5 | 41.5 | 21.8 |
| Treynor Ratio | NA | 0.31 | 0.22 | 0.08 | 0.03 | 0.09 | NA | 0.09 | -0.01 | 0.02 | 0.09 | -0.09 | 0.26 | 0.05 | 0.27 | -0.1 | 0.11 | 0.3 | 0.0 | 0.07 | 0.34 | 0.13 | 0.02 | 0.24 | 0.4 | -0.32 | -0.3 |
| Alpha | NA | 0.01 | -0.01 | -0.02 | -0.01 | 0.0 | NA | 0.0 | -0.03 | -0.03 | -0.01 | 0.01 | -0.01 | 0.0 | 0.02 | 0.01 | 0.0 | 0.02 | 0.02 | -0.01 | -0.01 | -0.02 | 0.02 | 0.0 | 0.02 | 0.01 | -0.01 |
| Beta | NA | 1.1 | 1.1 | 1.02 | 0.97 | 0.96 | NA | 0.92 | 1.02 | 1.04 | 0.93 | 0.91 | 0.99 | 0.95 | 0.93 | 0.94 | 1.06 | 0.98 | 0.95 | 1.03 | 0.97 | 0.97 | 0.93 | 0.91 | 0.84 | 0.88 | 0.93 |
| RSquared | NA | 0.92 | 0.93 | 0.95 | 0.95 | 0.96 | NA | 0.95 | 0.96 | 0.93 | 0.97 | 0.97 | 0.94 | 0.97 | 0.95 | 0.94 | 0.93 | 0.94 | 0.94 | 0.55 | 0.95 | 0.96 | 0.98 | 0.98 | 0.97 | 0.98 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 5.6 | 8.5 | 6.9 | 5.2 | 14.2 | 1.0 | 6.4 | 11.3 | 5.8 | 6.2 | 9.0 | 9.4 | 8.5 | 5.5 | 0.8 | 0.6 | 0.5 | 0.5 | 5.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -36.4 | 28.1 | 16.4 | -58.5 | 1406.8 | -81.8 | -54.7 | 105.5 | 19.8 | -38.6 | -5.0 | 31.4 | 66.3 | 625.5 | 53.6 | 77.9 | -36.3 | -91.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/19/2007
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