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Victory Tax Exempt Intermediate-Term Ins (UITIX)

12.43 0.00 (0.00%)
At close: April 26 at 8:01 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 5.64%
Worst 1Y Total Return --
Number of Years Up 2
Number of Years Down 1

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

Risk Statistics

3 Years5 Years10 Years
UITIXCategory AverageUITIXCategory AverageUITIXCategory Average
Alpha -0.46 -0 0 -0 -0.07 -0
BETA 0.82 0.01 0.88 0.01 0.88 0.01
Mean Annual Return -0.01 0 0.15 0 0.21 0
R-squared 99.14 0.94 97.1 0.94 96.86 0.94
Standard Deviation 6.15 0.04 5.74 0.04 4.52 0.04
Sharpe Ratio -0.5 0.01 -0.05 0 0.24 0.01
Treynor Ratio -3.9 0.03 -0.54 0.02 1.11 0.03

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