Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSVYX (VICTORY SPECIAL VALUE FUND CLASS Y) | NA | 35.50% | 13.11% | 15.28% | 10.08% | NA | NA | … | … |
Data as of 03/28/2024, Common starting date is 01/29/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSVYX (VICTORY SPECIAL VALUE FUND CLASS Y) | 01/29/2013 | 03/28/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 35.50 | 13.11 | 15.28 | 10.08 | NA | NA | … | … | 12.12 | 24.86 | -18.54 | 35.50 | 13.52 | 28.31 | -13.32 | 26.43 | 4.10 | -3.21 | 6.86 | 22.75 |
| Sharpe Ratio | NA | 2.57 | 0.56 | 0.60 | 0.48 | NA | NA | … | … | 4.77 | 1.49 | -0.76 | 2.24 | 0.37 | 1.95 | -0.79 | 3.14 | 0.31 | -0.20 | 0.54 | 1.98 |
| Standard Deviation(%) | NA | 12.33 | 19.05 | 22.87 | 18.98 | NA | NA | … | … | 11.89 | 13.95 | 26.33 | 15.82 | 36.08 | 13.78 | 18.52 | 8.26 | 12.39 | 16.00 | 12.67 | 12.53 |
| Draw Down(%) | NA | 9.22 | 23.77 | 37.23 | 37.23 | NA | NA | … | … | 1.90 | 9.22 | 23.77 | 5.40 | 37.23 | 7.95 | 23.89 | 3.43 | 9.83 | 11.16 | 10.17 | 6.20 |
| Yield(%) | 0.00 | 10.37 | 11.92 | 11.06 | 7.71 | 6.41 | 4.81 | … | … | 0.00 | 10.81 | 8.12 | 19.97 | 3.98 | 4.38 | 9.62 | 0.78 | 1.44 | 0.63 | 0.00 | 0.00 |
Data as of 03/28/2024, Common starting date is 01/29/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSVYX (VICTORY SPECIAL VALUE FUND CLASS Y) |
0.46%
Mar 2017 – Mar 2020 |
1.60%
Mar 2015 – Mar 2020 |
8.29%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSVYX (VICTORY SPECIAL VALUE FUND CLASS Y) |
25.44%
Dec 2018 – Dec 2021 |
16.68%
Dec 2016 – Dec 2021 |
10.05%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart