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Victory Tax Exempt Intermediate-Term Ins (UITIX)

12.43 0.00 (0.00%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.51%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (Apr 26, 2024) 5.64%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 5.64%
Worst 3Y Total Return -0.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
UITIX
Category
YTD
0.35%
1.33%
1-Month
0.36%
0.30%
3-Month
0.35%
1.53%
1-Year
3.65%
4.61%
3-Year
-0.24%
4.51%
5-Year
1.68%
2.72%
10-Year
2.46%
3.64%
Last Bull Market
4.69%
5.19%
Last Bear Market
-3.14%
5.33%

Annual Total Return (%) History

Year
UITIX
Category
2024
--
--
2023
5.64%
--
2022
-8.06%
--
2021
2.21%
--
2020
--
4.51%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.35% -- -- --
2023 2.28% -0.05% -2.72% 6.23%
2022 -5.53% -3.14% -2.77% 3.33%
2021 0.35% 1.43% -0.05% 0.47%
2020 1.66% 2.08% -- --

Rank in Category (By Total Return)

YTD 24
1-Month 3
3-Month 24
1-Year 41
3-Year 42
5-Year 27

Load Adjusted Returns

1-Year 3.65%
3-Year -0.24%
5-Year 1.68%
10-Year 2.46%

Performance & Risk

YTD Return -0.51%
5y Average Return 0.00%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Fund Overview

Category Muni National Interm
Fund Family Victory Capital
Net Assets 3.18B
YTD Return 0.35%
Yield 3.30%
Morningstar Rating
Inception Date Mar 19, 1982

Fund Summary

The fund invests primarily in investment-grade securities, the interest from which is excludable from gross income for federal income tax purposes (referred to herein as "tax-exempt securities"). During normal market conditions, at least 80% of its net assets will consist of tax-exempt securities. The fund's dollar-weighted average portfolio maturity is between three and 10 years. At least 80% of the fund's annual net investment income dividends will be tax-exempt and excludable from the calculation of the federal alternative minimum tax for individual taxpayers.

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