Nasdaq - Delayed Quote USD

Victory Precious Metals and Minerals Fund (UIPMX)

18.43 +0.10 (+0.55%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.59%
5y Average Return 9.85%
Number of Years Up 7
Number of Years Down 8
Best 1Y Total Return (Apr 23, 2024) 62.86%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 62.86%
Worst 3Y Total Return -30.85%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
UIPMX
Category
YTD
1.90%
-4.69%
1-Month
19.37%
-11.76%
3-Month
1.90%
6.45%
1-Year
-2.62%
11.83%
3-Year
-1.08%
16.23%
5-Year
7.38%
5.29%
10-Year
2.81%
-4.43%
Last Bull Market
-11.17%
-13.05%
Last Bear Market
-27.65%
-16.06%

Annual Total Return (%) History

Year
UIPMX
Category
2024
--
--
2023
6.86%
--
2022
-11.66%
--
2021
-10.04%
--
2020
26.08%
34.38%
2019
43.30%
38.98%
2018
-11.88%
-17.80%
2017
10.23%
11.33%

2016
46.55%
54.81%
2015
-26.29%
-23.25%
2014
-8.05%
-10.03%
2013
-51.22%
-48.80%
2012
-11.65%
-9.20%
2011
-19.35%
-20.68%
2010
40.37%
41.56%
2009
62.86%
52.56%
2008
--
-29.85%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.90% -- -- --
2023 11.82% -7.25% -10.76% 15.45%
2022 15.31% -27.65% -13.14% 21.90%
2021 -10.60% 4.08% -12.65% 10.70%
2020 -21.11% 58.49% 7.15% -5.90%
2019 9.52% 12.23% 4.25% 11.83%
2018 -5.57% 2.36% -16.51% 9.20%
2017 10.72% -4.58% 2.79% 1.51%
2016 40.48% 38.29% -3.13% -22.13%
2015 -3.97% -0.18% -21.60% -1.91%

2014 14.30% 13.85% -18.86% -12.91%
2013 -18.41% -36.44% 10.88% -15.16%
2012 -2.26% -13.17% 21.21% -14.11%
2011 -4.51% -4.58% -2.32% -9.37%
2010 -0.91% 12.07% 14.74% 10.16%
2009 13.06% 6.73% 22.12% 10.51%
2008 -4.33% -- -- --

Rank in Category (By Total Return)

YTD 53
1-Month 49
3-Month 53
1-Year 45
3-Year 38
5-Year 44

Load Adjusted Returns

1-Year -2.62%
3-Year -1.08%
5-Year 7.38%
10-Year 2.81%

Performance & Risk

YTD Return 5.59%
5y Average Return 9.85%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Equity Precious Metals
Fund Family Victory Capital
Net Assets 496.02M
YTD Return 1.90%
Yield 2.53%
Morningstar Rating
Inception Date Aug 01, 2008

Fund Summary

The fund normally invests at least 80% of its assets in equity securities of domestic and foreign companies (including those located in emerging markets) principally engaged in the exploration, mining, or processing of gold and other precious metals and minerals, such as platinum, silver, and diamonds. It is non-diversified.

Related Tickers