Nasdaq - Delayed Quote • USD
Victory Target Retirement 2030 (URTRX)
At close: 8:01 PM EDT
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).
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.68% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 1.28% |
| 5y Average Return | 5.58% |
| Rank in Category (ytd) | 41 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| URTRX | Category Average | URTRX | Category Average | URTRX | Category Average | |
| Alpha | 1.15 | -0.01 | 0.32 | -0 | -0.19 | -0.01 |
| BETA | 0.91 | 0.01 | 0.95 | 0.01 | 0.99 | 0.01 |
| Mean Annual Return | 0.37 | 0.01 | 0.59 | 0.01 | 0.5 | 0.01 |
| R-squared | 98.67 | 0.98 | 98.41 | 0.98 | 97.85 | 0.97 |
| Standard Deviation | 11.44 | 0.12 | 11.9 | 0.1 | 9.92 | 0.1 |
| Sharpe Ratio | 0.14 | 0.01 | 0.42 | 0.01 | 0.46 | 0.01 |
| Treynor Ratio | 1.03 | 0.09 | 4.64 | 0.09 | 4.22 | 0.07 |
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