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RSYEX: VICTORY RS SMALL CAP GROWTH FUND CLASS Y (MUTUAL FUND)
Basic Info 58.78 1.01(1.75%) May 02
Asset Class: | Small Growth |
MyPlanIQ Rating: | (63%) |
Start Date: | 07/20/2007 |
Last Dividend Date: | 12/21/2022 |
12-Mo. Yield | 0.00% |
Expenses | 2.16% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/20/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 3.6 | 18.2 | -11.7 | 1.3 | 6.9 | 12.0 | 7.2 | 20.1 | -37.2 | -10.9 | 38.2 | 38.3 | -9.0 | 36.6 | 1.6 | 0.3 | 9.8 | 49.6 | 15.1 | -2.0 | 28.4 | 48.1 | -45.4 | -0.8 |
Sharpe Ratio | NA | 0.36 | 0.71 | -0.5 | -0.02 | 0.23 | NA | 0.25 | 0.8 | -1.12 | -0.33 | 0.96 | 2.03 | -0.46 | 2.88 | 0.07 | 0.02 | 0.52 | 3.33 | 0.87 | -0.07 | 1.22 | 1.7 | -1.18 | -0.19 |
Draw Down(%) | NA | 10.4 | 16.6 | 48.9 | 52.7 | 52.7 | NA | 62.3 | 16.6 | 41.1 | 22.9 | 38.7 | 13.0 | 30.4 | 4.7 | 22.6 | 17.4 | 14.5 | 5.8 | 13.0 | 29.5 | 17.4 | 17.8 | 57.8 | 13.9 |
Standard Deviation(%) | NA | 21.4 | 19.9 | 29.1 | 30.4 | 25.2 | NA | 25.8 | 19.9 | 34.6 | 33.3 | 39.5 | 18.2 | 22.4 | 12.6 | 19.9 | 19.1 | 18.8 | 14.9 | 17.5 | 31.7 | 23.3 | 28.3 | 39.1 | 22.1 |
Treynor Ratio | NA | 0.07 | 0.14 | -0.14 | -0.01 | 0.06 | NA | 0.07 | 0.16 | -0.38 | -0.11 | 0.37 | 0.33 | -0.09 | 0.32 | 0.01 | 0.0 | 0.09 | 0.5 | 0.15 | -0.02 | 0.3 | 0.57 | -0.52 | -0.04 |
Alpha | NA | 0.02 | 0.0 | -0.03 | -0.02 | 0.0 | NA | 0.0 | -0.01 | -0.05 | -0.06 | 0.01 | 0.01 | -0.01 | 0.04 | -0.04 | 0.01 | 0.02 | 0.03 | -0.01 | 0.0 | 0.0 | 0.04 | -0.06 | 0.04 |
Beta | NA | 1.14 | 1.04 | 1.01 | 1.03 | 1.05 | NA | 0.98 | 0.97 | 1.03 | 1.04 | 1.02 | 1.12 | 1.12 | 1.14 | 1.07 | 1.13 | 1.15 | 0.99 | 0.99 | 0.97 | 0.95 | 0.84 | 0.89 | 0.94 |
RSquared | NA | 0.95 | 0.94 | 0.71 | 0.82 | 0.84 | NA | 0.89 | 0.9 | 0.95 | 0.41 | 0.97 | 0.93 | 0.93 | 0.87 | 0.89 | 0.89 | 0.92 | 0.91 | 0.93 | 0.98 | 0.96 | 0.96 | 0.97 | 0.91 |
Yield(%) | N/A | 0.0 | 0.0 | 4.9 | 7.7 | 9.2 | 16.7 | N/A | 0.0 | 3.4 | 12.2 | 10.8 | 10.9 | 14.8 | 11.5 | 0.0 | 1.5 | 6.6 | 12.2 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | -46.5 | 21.4 | N/A | N/A | N/A | -100.0 | -77.8 | 40.2 | 26.7 | -44.2 | 61.4 | 77200.0 | -99.0 | -77.2 | -28.6 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/20/2007
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