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Victory Precious Metals & Minerals Cl A (UPMMX)

17.71 +0.11 (+0.63%)
As of 8:05 AM EDT. Market Open.

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 46.20%
Worst 1Y Total Return --
Number of Years Up 5
Number of Years Down 8

Performance & Risk

YTD Return 5.48%
5y Average Return 9.51%
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
UPMMXCategory AverageUPMMXCategory AverageUPMMXCategory Average
Alpha -4.16 0.06 0.58 -0.05 0.16 -0.07
BETA 0.96 0.01 1.02 0.01 0.85 0.01
Mean Annual Return 0.31 0.02 1.06 0.01 0.7 0
R-squared 23.29 0.24 25.52 0.21 12.45 0.12
Standard Deviation 32.81 0.38 35.73 0.33 35.64 0.37
Sharpe Ratio 0.02 0.01 0.3 0 0.2 0
Treynor Ratio -4.57 0.16 4.8 0.04 1.11 -0.06

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