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GPAFX: VICTORY RS LARGE CAP ALPHA FUND CLASS A (MUTUAL FUND)
Basic Info 56.77 0.97(1.74%) May 02
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 02/19/1980 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 1.01% |
| Expenses | 0.68% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/19/1980 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.8 | 0.1 | -3.7 | 2.7 | 7.5 | 4.9 | 7.5 | 7.4 | 7.3 | 6.8 | 12.7 | -12.3 | 10.2 | -4.4 | 30.7 | -9.5 | 18.1 | 8.8 | -2.2 | 13.4 | 38.2 | 16.2 | -8.9 | 16.6 | 24.9 | -29.3 | 14.8 | 16.9 | 3.9 | 5.6 | 20.9 | -21.5 | -21.8 | -18.8 | 30.6 | 21.4 | 35.1 | 26.5 | 27.5 | -5.0 | 15.0 | 15.3 | 25.4 | -12.3 | 9.9 | 12.7 | -7.7 | -0.7 | 19.7 | -2.2 | 25.0 | 20.6 | -2.0 | 1.1 |
| Sharpe Ratio | NA | -0.13 | -0.51 | -0.1 | 0.27 | 0.18 | NA | NA | 0.24 | 0.01 | 0.75 | -0.65 | 0.55 | -0.13 | 2.57 | -0.71 | 2.37 | 0.66 | -0.14 | 1.14 | 3.29 | 1.23 | -0.35 | 0.83 | 0.97 | -0.83 | 0.75 | 1.3 | 0.17 | 0.42 | 1.22 | -0.93 | -0.94 | -0.59 | 1.4 | 0.92 | 1.92 | 2.01 | 2.26 | -0.8 | 1.43 | 1.25 | 1.79 | -1.7 | 0.29 | 0.64 | -0.47 | -0.29 | 1.03 | -0.39 | 1.51 | 0.64 | -1.1 | -0.33 |
| Draw Down(%) | NA | 13.4 | 23.9 | 23.9 | 23.9 | 40.1 | NA | NA | 62.2 | 17.3 | 7.9 | 16.8 | 14.2 | 40.1 | 5.0 | 20.6 | 3.6 | 10.9 | 13.7 | 8.2 | 4.6 | 10.3 | 27.2 | 15.3 | 23.1 | 41.0 | 10.9 | 8.6 | 6.9 | 9.9 | 13.8 | 31.0 | 34.1 | 35.7 | 10.7 | 23.1 | 9.9 | 6.4 | 6.2 | 11.1 | 7.1 | 5.7 | 7.6 | 22.2 | 15.8 | 7.3 | 31.7 | 15.6 | 13.4 | 19.0 | 4.7 | 12.5 | 11.1 | 20.4 |
| Standard Deviation(%) | NA | 20.6 | 19.6 | 17.2 | 17.9 | 18.4 | NA | NA | 18.5 | 16.5 | 11.4 | 21.2 | 18.5 | 35.9 | 11.4 | 15.3 | 7.4 | 13.2 | 15.6 | 11.7 | 11.6 | 13.3 | 25.5 | 20.1 | 25.5 | 36.5 | 15.9 | 10.5 | 10.2 | 11.3 | 16.5 | 24.3 | 26.0 | 39.0 | 19.6 | 19.7 | 16.4 | 11.4 | 10.5 | 9.9 | 9.0 | 10.2 | 12.0 | 10.3 | 14.2 | 12.4 | 25.1 | 16.5 | 14.1 | 22.7 | 12.4 | 20.3 | 10.9 | 20.5 |
| Treynor Ratio | NA | -0.04 | -0.15 | -0.02 | 0.07 | 0.04 | NA | NA | 0.05 | 0.0 | 0.12 | -0.19 | 0.11 | -0.05 | 0.34 | -0.13 | 0.18 | 0.09 | -0.02 | 0.14 | 0.38 | 0.17 | -0.08 | 0.15 | 0.27 | -0.34 | 0.12 | 0.14 | 0.02 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.02 | -0.05 | -0.03 | -0.02 | -0.02 | NA | NA | 0.01 | -0.04 | -0.02 | 0.01 | -0.04 | -0.09 | 0.01 | -0.03 | -0.01 | -0.01 | -0.01 | 0.0 | 0.02 | 0.0 | -0.04 | 0.0 | 0.0 | 0.02 | 0.03 | 0.0 | -0.01 | -0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.66 | 0.66 | 0.7 | 0.75 | 0.85 | NA | NA | 0.91 | 0.64 | 0.69 | 0.73 | 0.91 | 0.97 | 0.87 | 0.85 | 0.97 | 0.93 | 0.98 | 0.98 | 1.0 | 0.98 | 1.06 | 1.08 | 0.91 | 0.88 | 0.98 | 1.0 | 0.98 | 1.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.83 | 0.46 | 0.59 | 0.58 | 0.75 | NA | NA | 0.42 | 0.26 | 0.64 | 0.74 | 0.44 | 0.88 | 0.91 | 0.9 | 0.78 | 0.87 | 0.96 | 0.93 | 0.92 | 0.91 | 0.97 | 0.96 | 0.95 | 0.98 | 0.95 | 0.94 | 0.98 | 0.89 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.0 | 0.8 | 1.0 | 4.7 | 6.5 | 6.8 | N/A | 1.1 | 0.7 | 0.8 | 1.2 | 0.3 | 4.8 | 16.1 | 9.0 | 7.1 | 11.9 | 12.8 | 3.6 | 2.0 | 0.5 | 1.8 | 0.2 | 0.8 | 0.6 | 1.4 | 1.0 | 1.3 | 0.7 | 0.3 | 0.6 | 12.7 | 14.8 | 8.6 | 12.8 | 14.4 | 1.2 | 1.1 | 1.2 | 2.0 | 3.6 | 3.2 | 4.8 | 2.9 | 2.9 | 1.6 | 2.7 | 3.1 | 3.4 | 5.2 | 7.4 | 5.2 |
| Dividend Growth(%) | N/A | -100.0 | 81.2 | -50.9 | -92.2 | 135.1 | 25.2 | 15.4 | N/A | 81.2 | -23.7 | -24.8 | 277.0 | -92.5 | -77.8 | 93.9 | 33.4 | -49.5 | -6.1 | 361.7 | 107.0 | 236.1 | -65.7 | 1205.8 | -83.7 | 42.4 | -50.4 | 43.0 | -20.0 | 121.9 | 111.9 | -65.4 | -96.8 | -0.6 | 92.1 | -17.4 | -1.9 | 1388.4 | 5.8 | 1.6 | -30.9 | -32.5 | -7.3 | -27.9 | 77.3 | -8.0 | 82.4 | -32.7 | -18.3 | 11.1 | -25.0 | -36.8 | 37.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/19/1980
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See LARGE BLEND Asset Class Trend Rankings |
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