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MGOAX: VICTORY MUNDER MID-CAP CORE GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 9.28 0.01(0.11%) May 01
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (39%) |
Start Date: | 06/30/2000 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 6.45% |
Expenses | 1.57% |
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Performance Analytics (As of 04/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/30/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.5 | 1.6 | 14.2 | -0.3 | 7.6 | 7.6 | 11.4 | 8.7 | 7.7 | 14.4 | -21.5 | 25.3 | 20.3 | 26.0 | -14.5 | 23.7 | 7.4 | -4.5 | 9.9 | 33.4 | 15.7 | -1.0 | 25.2 | 32.5 | -43.6 | 20.6 | 11.6 | 12.8 | 22.1 | 36.8 | -15.4 | -2.9 | -5.1 |
Sharpe Ratio | NA | 0.45 | 1.01 | -0.1 | 0.27 | 0.33 | NA | NA | 0.31 | 0.64 | -0.89 | 1.38 | 0.54 | 1.82 | -0.88 | 2.61 | 0.45 | -0.29 | 0.47 | 2.58 | 1.02 | -0.04 | 1.27 | 1.18 | -1.04 | 1.0 | 0.54 | 0.76 | 1.48 | 2.22 | -0.68 | -0.24 | -0.52 |
Draw Down(%) | NA | 7.2 | 16.1 | 28.9 | 39.9 | 39.9 | NA | NA | 57.3 | 16.1 | 27.0 | 8.3 | 39.9 | 6.8 | 24.5 | 3.4 | 14.1 | 14.9 | 11.4 | 6.3 | 11.8 | 24.2 | 13.9 | 23.6 | 55.4 | 12.6 | 14.4 | 7.9 | 10.9 | 10.9 | 27.4 | 25.8 | 20.5 |
Standard Deviation(%) | NA | 13.8 | 14.6 | 19.7 | 23.7 | 20.3 | NA | NA | 21.5 | 16.0 | 25.9 | 18.4 | 36.8 | 13.5 | 17.9 | 8.9 | 15.9 | 15.8 | 20.9 | 12.9 | 15.4 | 28.4 | 19.8 | 27.5 | 42.7 | 17.7 | 15.5 | 13.9 | 14.3 | 16.3 | 24.2 | 21.9 | 27.2 |
Treynor Ratio | NA | 0.07 | 0.16 | -0.02 | 0.07 | 0.07 | NA | NA | 0.07 | 0.11 | -0.3 | 0.28 | 0.21 | 0.26 | -0.16 | 0.23 | 0.07 | -0.05 | 0.1 | 0.35 | 0.17 | -0.01 | 0.28 | 0.36 | -0.49 | 0.18 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | NA | NA | 0.01 | -0.02 | 0.0 | 0.02 | -0.04 | -0.02 | -0.04 | 0.01 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.91 | 0.95 | 0.82 | 0.88 | 0.91 | NA | NA | 0.92 | 0.9 | 0.77 | 0.91 | 0.95 | 0.95 | 0.96 | 1.01 | 0.98 | 0.98 | 1.03 | 0.95 | 0.94 | 0.99 | 0.88 | 0.9 | 0.9 | 1.0 | 1.02 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.9 | 0.91 | 0.89 | 0.87 | 0.84 | NA | NA | 0.72 | 0.91 | 0.92 | 0.81 | 0.85 | 0.95 | 0.96 | 0.88 | 0.96 | 0.96 | 0.45 | 0.95 | 0.96 | 0.98 | 0.97 | 0.97 | 0.96 | 0.94 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 6.7 | 13.5 | 16.8 | 11.9 | 19.3 | 14.9 | N/A | 6.9 | 11.5 | 31.6 | 21.8 | 52.8 | 29.9 | 21.0 | 12.8 | 9.4 | 11.7 | 2.4 | 0.0 | 0.0 | 0.0 | 0.2 | 0.1 | 1.8 | 0.2 | 0.6 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -59.4 | -73.8 | -38.9 | 3325.3 | N/A | N/A | N/A | -59.4 | -65.6 | 35.1 | -69.4 | -3.2 | 46.7 | 57.9 | 15.7 | -19.7 | 511.4 | N/A | N/A | N/A | -100.0 | 0.0 | -93.2 | 1000.0 | -63.6 | 450.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2000
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