Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBFMX (Victory Portfolios – Victory INCORE Investment Grade Convertible Fund) | 4.14% | 8.94% | 8.27% | 3.31% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBFMX (Victory Portfolios – Victory INCORE Investment Grade Convertible Fund) | 11/03/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 8.94 | 8.27 | 3.31 | NA | NA | NA | … | … | 4.14 | 5.29 | 9.63 | 8.12 | -11.53 | 11.23 | 8.39 |
| Sharpe Ratio | NA | 1.18 | 0.79 | 0.09 | NA | NA | NA | … | … | 1.10 | 0.31 | 1.06 | 0.61 | -1.11 | 1.38 | 8.05 |
| Standard Deviation(%) | NA | 6.13 | 6.77 | 8.16 | NA | NA | NA | … | … | 7.08 | 7.71 | 5.64 | 7.40 | 11.75 | 8.14 | 8.21 |
| Draw Down(%) | NA | 4.28 | 8.65 | 15.01 | NA | NA | NA | … | … | 4.28 | 6.92 | 3.50 | 6.23 | 15.01 | 3.77 | 1.19 |
| Yield(%) | 0.00 | 3.55 | 2.97 | 3.77 | 2.26 | 1.51 | 1.13 | … | … | 0.12 | 4.36 | 2.05 | 2.96 | 1.88 | 10.00 | 0.19 |
Data as of 06/10/2026, Common starting date is 11/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBFMX (Victory Portfolios – Victory INCORE Investment Grade Convertible Fund) |
-0.27%
Apr 2021 – Apr 2024 |
2.71%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBFMX (Victory Portfolios – Victory INCORE Investment Grade Convertible Fund) |
8.98%
May 2023 – May 2026 |
4.36%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart