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MGOYX: VICTORY MUNDER MID-CAP CORE GROWTH FUND CLASS Y (MUTUAL FUND)
Basic Info 13.17 0.03(0.23%) April 26
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (82%) |
Start Date: | 06/24/1998 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 4.61% |
Expenses | 1.57% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/24/1998 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 3.1 | 18.8 | 0.7 | 8.3 | 8.1 | 12.0 | 8.8 | 9.2 | 14.8 | -21.3 | 25.9 | 20.6 | 26.2 | -14.2 | 24.1 | 7.7 | -4.3 | 10.2 | 33.7 | 16.0 | -0.8 | 25.5 | 32.8 | -43.5 | 21.0 | 11.8 | 13.1 | 22.3 | 37.1 | -15.2 | -2.5 | 18.3 | 28.7 | -3.5 |
Sharpe Ratio | NA | 0.44 | 1.02 | -0.06 | 0.24 | 0.31 | NA | NA | 0.35 | 0.67 | -0.88 | 0.67 | 0.55 | 1.84 | -0.86 | 2.66 | 0.47 | -0.27 | 0.5 | 2.61 | 1.04 | -0.03 | 1.28 | 1.19 | -1.04 | 1.02 | 0.56 | 0.78 | 1.5 | 2.24 | -0.67 | -0.22 | 0.45 | 1.4 | -0.35 |
Draw Down(%) | NA | 7.2 | 16.1 | 40.5 | 40.5 | 40.5 | NA | NA | 57.2 | 16.1 | 26.9 | 23.4 | 39.9 | 6.8 | 24.2 | 3.4 | 14.1 | 14.8 | 11.1 | 6.3 | 11.8 | 24.1 | 13.9 | 23.6 | 55.3 | 12.6 | 14.4 | 7.9 | 10.9 | 10.9 | 27.3 | 25.7 | 20.5 | 14.4 | 33.6 |
Standard Deviation(%) | NA | 13.9 | 14.7 | 27.8 | 28.1 | 22.9 | NA | NA | 22.9 | 15.9 | 25.8 | 38.7 | 36.7 | 13.5 | 17.9 | 8.9 | 15.9 | 15.8 | 20.6 | 12.9 | 15.4 | 28.4 | 19.8 | 27.4 | 42.6 | 17.7 | 15.5 | 13.9 | 14.3 | 16.2 | 24.2 | 22.0 | 31.3 | 18.2 | 27.9 |
Treynor Ratio | NA | 0.07 | 0.16 | -0.02 | 0.08 | 0.08 | NA | NA | 0.09 | 0.12 | -0.29 | 0.34 | 0.21 | 0.26 | -0.16 | 0.23 | 0.08 | -0.04 | 0.1 | 0.35 | 0.17 | -0.01 | 0.29 | 0.36 | -0.49 | 0.18 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | NA | NA | 0.02 | -0.02 | 0.01 | 0.06 | -0.03 | -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 | NA | NA |
Beta | NA | 0.92 | 0.95 | 0.78 | 0.87 | 0.9 | NA | NA | 0.91 | 0.9 | 0.77 | 0.75 | 0.95 | 0.95 | 0.97 | 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 | NA | NA |
RSquared | NA | 0.9 | 0.91 | 0.41 | 0.59 | 0.64 | NA | NA | 0.58 | 0.91 | 0.92 | 0.13 | 0.85 | 0.95 | 0.96 | 0.88 | 0.96 | 0.96 | 0.46 | 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 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 5.0 | 10.8 | 15.1 | 11.8 | 19.6 | 14.3 | N/A | 5.0 | 8.7 | 25.6 | 18.4 | 47.9 | 28.1 | 20.0 | 12.3 | 9.1 | 11.4 | 2.4 | 0.0 | 0.0 | 0.0 | 0.5 | 0.1 | 1.7 | 0.3 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -59.4 | -73.8 | -39.0 | 3026.3 | N/A | N/A | N/A | -59.4 | -65.6 | 35.1 | -69.4 | -3.2 | 46.7 | 57.9 | 15.7 | -19.8 | 512.7 | N/A | N/A | -100.0 | -87.5 | 166.7 | -93.2 | 450.0 | -52.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/24/1998
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