Nasdaq - Delayed Quote USD

Victory Target Retirement 2050 (URFFX)

13.07 +0.13 (+1.00%)
At close: 6:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.19%
5y Average Return 7.56%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Apr 22, 2024) 31.84%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 31.84%
Worst 3Y Total Return 3.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
URFFX
Category
YTD
7.34%
11.99%
1-Month
3.22%
1.08%
3-Month
7.34%
6.55%
1-Year
20.51%
37.09%
3-Year
6.06%
13.69%
5-Year
8.76%
13.58%
10-Year
7.03%
10.11%
Last Bull Market
32.40%
19.71%
Last Bear Market
-13.77%
-18.27%

Annual Total Return (%) History

Year
URFFX
Category
2024
--
--
2023
18.64%
--
2022
-16.00%
--
2021
17.71%
--
2020
10.52%
15.25%
2019
20.16%
24.54%
2018
-9.02%
-8.41%
2017
19.39%
20.67%

2016
9.02%
8.22%
2015
-2.48%
-2.01%
2014
3.02%
5.42%
2013
18.81%
21.02%
2012
14.97%
15.07%
2011
-5.27%
-3.82%
2010
16.70%
14.53%
2009
31.84%
32.02%
2008
--
-38.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.34% -- -- --
2023 5.67% 4.76% -2.89% 10.36%
2022 -4.89% -13.77% -6.72% 9.80%
2021 5.54% 6.60% -1.66% 6.39%
2020 -19.70% 15.42% 6.05% 12.45%
2019 9.87% 3.12% 0.22% 5.81%
2018 -1.25% 0.14% 3.36% -10.99%
2017 5.48% 3.71% 4.22% 4.72%
2016 0.41% 2.04% 4.81% 1.52%
2015 1.87% 0.38% -7.86% 3.50%

2014 0.86% 4.24% -3.18% 1.20%
2013 5.42% -0.76% 6.80% 6.34%
2012 11.75% -5.39% 6.27% 2.33%
2011 4.13% 0.63% -16.67% 8.48%
2010 4.34% -10.09% 13.54% 9.56%
2009 -8.77% 16.28% 17.33% 5.92%
2008 -19.95% -- -- --

Rank in Category (By Total Return)

YTD 59
1-Month 50
3-Month 59
1-Year 66
3-Year 19
5-Year 94

Load Adjusted Returns

1-Year 20.51%
3-Year 6.06%
5-Year 8.76%
10-Year 7.03%

Performance & Risk

YTD Return 3.19%
5y Average Return 7.56%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category Target-Date 2050
Fund Family Victory Capital
Net Assets 983.18M
YTD Return 7.34%
Yield 1.83%
Morningstar Rating
Inception Date Jul 31, 2008

Fund Summary

The fund's target asset allocation will consist of approximately 35% of the fund's net assets allocated to equity investments; and approximately 65% of the fund's net assets allocated to fixed-income investments. Its target asset allocation will not change after the target date has been reached unless approved by the fund's Board of Trustees (Board).

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