Nasdaq - Delayed Quote USD

Victory Sycamore Small Company Opp Y (VSOYX)

46.84 -0.62 (-1.31%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -2.34%
5y Average Return 7.89%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Apr 25, 2024) 29.79%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 29.79%
Worst 3Y Total Return 6.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VSOYX
Category
YTD
3.84%
26.79%
1-Month
3.71%
-1.77%
3-Month
3.84%
4.45%
1-Year
12.76%
71.02%
3-Year
5.40%
9.35%
5-Year
10.12%
12.17%
10-Year
9.37%
9.95%
Last Bull Market
48.83%
28.07%
Last Bear Market
-9.57%
-24.24%

Annual Total Return (%) History

Year
VSOYX
Category
2024
--
--
2023
11.39%
--
2022
-6.63%
--
2021
25.50%
--
2020
4.57%
4.02%
2019
26.74%
21.43%
2018
-8.40%
-15.46%
2017
11.58%
8.54%

2016
29.79%
25.99%
2015
-0.59%
-6.71%
2014
6.64%
3.34%
2013
--
36.22%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.84% -- -- --
2023 2.57% 1.04% -3.97% 11.92%
2022 -4.80% -9.57% -3.39% 12.27%
2021 15.75% 2.35% -2.10% 8.20%
2020 -29.47% 13.49% 1.82% 28.30%
2019 10.93% 5.22% 1.84% 6.62%
2018 -1.15% 4.81% 3.85% -14.87%
2017 -0.05% 1.16% 7.01% 3.13%
2016 2.16% 3.19% 8.25% 13.74%
2015 2.47% 0.27% -5.77% 2.68%

2014 3.16% 1.90% -6.88% 8.94%
2013 0.89% 7.48% 10.43% --

Rank in Category (By Total Return)

YTD 60
1-Month 79
3-Month 60
1-Year 89
3-Year 55
5-Year 48

Load Adjusted Returns

1-Year 12.76%
3-Year 5.40%
5-Year 10.12%
10-Year 9.37%

Performance & Risk

YTD Return -2.34%
5y Average Return 7.89%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category Small Value
Fund Family Victory Capital
Net Assets 7.17B
YTD Return 3.84%
Yield 0.62%
Morningstar Rating
Inception Date Aug 31, 2007

Fund Summary

The fund invests primarily in the equity securities of smaller companies that the Adviser believes to be undervalued relative to the underlying earnings potential of the company. Under normal circumstances, the fund will invest at least 80% of its assets in equity securities of small companies. "Small companies" are companies that at the time of purchase have market capitalizations within the range of companies comprising the Russell 2000® Value Index.

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