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IPFIX: VICTORY INCORE FUND FOR INCOME CLASS A (MUTUAL FUND)
Basic Info 6.82 0.01(0.15%) July 18
| Asset Class: | SHORT GOVERNMENT |
| MyPlanIQ Rating: | (49%) |
| Start Date: | 04/01/1999 |
| Last Dividend Date: | 06/16/2025 |
| 12-Mo. Yield | 5.03% |
| Expenses | 0.63% |
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Performance Analytics (As of 07/11/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 2.4 | 4.1 | 3.1 | 0.5 | 1.1 | 1.5 | 2.4 | 2.9 | 4.0 | 4.0 | -5.6 | -1.6 | 2.8 | 3.9 | 1.0 | 0.4 | 0.9 | 1.5 | 2.3 | -1.2 | 2.3 | 4.4 | 6.0 | 6.1 | 5.4 | 6.6 | 3.4 | 1.5 | 2.7 | 0.0 | 6.6 | 7.3 | 9.9 | 0.5 |
| Sharpe Ratio | NA | 1.06 | 0.78 | -0.11 | -0.63 | -0.12 | NA | NA | 0.64 | -1.3 | -0.08 | -2.15 | -1.01 | 1.4 | 1.07 | -0.17 | -0.13 | 0.33 | 0.55 | 0.93 | -0.51 | 1.57 | 2.69 | 2.74 | 2.73 | 1.38 | 2.34 | 0.11 | -0.38 | 0.72 | -0.23 | 1.77 | 1.5 | 2.01 | -0.89 |
| Draw Down(%) | NA | 0.9 | 0.9 | 3.6 | 9.0 | 9.1 | NA | NA | 9.1 | 1.0 | 1.5 | 7.1 | 1.9 | 0.8 | 1.0 | 1.4 | 1.2 | 2.6 | 1.5 | 1.2 | 3.5 | 0.5 | 0.8 | 1.6 | 1.0 | 2.0 | 0.5 | 0.7 | 1.6 | 2.3 | 2.7 | 1.5 | 2.3 | 2.1 | 2.5 |
| Standard Deviation(%) | NA | 2.1 | 1.9 | 2.7 | 2.4 | 2.3 | NA | NA | 2.4 | 2.0 | 3.0 | 3.3 | 1.6 | 1.8 | 2.3 | 2.0 | 1.8 | 2.1 | 2.6 | 2.5 | 2.5 | 1.5 | 1.6 | 2.2 | 2.2 | 3.2 | 1.6 | 1.4 | 1.8 | 2.4 | 3.0 | 3.1 | 3.4 | 2.9 | 3.0 |
| Treynor Ratio | NA | 0.04 | 0.03 | 0.0 | -0.02 | 0.0 | NA | NA | 0.02 | -0.05 | 0.0 | -0.07 | -0.03 | 0.08 | 0.03 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | -0.01 | 0.03 | 0.06 | 0.16 | 0.1 | 0.06 | 0.09 | 0.0 | -0.01 | 0.02 | -0.01 | 0.06 | 0.06 | 0.09 | -0.03 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 |
| Beta | NA | 0.61 | 0.55 | 0.69 | 0.72 | 0.77 | NA | NA | 0.76 | 0.52 | 0.71 | 0.96 | 0.57 | 0.33 | 0.86 | 0.79 | 0.88 | 1.1 | 1.31 | 1.35 | 1.41 | 0.73 | 0.71 | 0.38 | 0.62 | 0.78 | 0.42 | 0.42 | 0.71 | 0.93 | 0.95 | 0.88 | 0.85 | 0.67 | 0.8 |
| RSquared | NA | 0.53 | 0.51 | 0.61 | 0.56 | 0.48 | NA | NA | 0.46 | 0.45 | 0.69 | 0.73 | 0.14 | 0.13 | 0.45 | 0.25 | 0.28 | 0.49 | 0.53 | 0.36 | 0.33 | 0.26 | 0.42 | 0.15 | 0.41 | 0.62 | 0.44 | 0.34 | 0.45 | 0.64 | 0.54 | 0.61 | 0.66 | 0.32 | 0.45 |
| Yield(%) | N/A | 2.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.2 | 5.3 | 4.8 | 4.7 | 4.5 | 5.1 | 5.4 | 5.0 | 5.0 | 4.9 | 4.7 | 5.4 | 4.8 | 5.4 | 5.2 | 5.9 | 5.8 | 6.6 | 6.1 | 5.6 | 5.7 | 4.5 | 4.3 | 6.1 | 6.6 | 4.5 |
| Dividend Growth(%) | N/A | -60.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -3.2 | -1.3 | -2.8 | 1.0 | -11.8 | -9.5 | 2.6 | -4.9 | -1.6 | 2.0 | -19.0 | 10.2 | -11.9 | 3.8 | -11.9 | 1.9 | -12.1 | 5.4 | 3.0 | -3.4 | 21.0 | 6.6 | -28.8 | -4.6 | 41.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/03/1988
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* Day change on 07/18/2025.Latest Articles Related to IPFIX
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