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MMSRX: VICTORY MUNDER MID-CAP CORE GROWTH FUND CLASS R (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/29/2004 |
| Last Dividend Date: | 12/13/2023 |
| 12-Mo. Yield | 9.44% |
| Expenses | 1.57% |
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Performance Analytics (As of 03/28/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/29/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 25.3 | 4.5 | 9.9 | 8.0 | 12.4 | 8.9 | 9.3 | 14.0 | -21.7 | 24.9 | 20.1 | 25.6 | -14.8 | 23.4 | 7.1 | -4.7 | 9.7 | 33.0 | 15.4 | -1.3 | 24.8 | 32.1 | -43.7 | 20.4 | 11.3 | 12.5 | 15.9 |
| Sharpe Ratio | NA | 1.46 | 0.12 | 0.35 | 0.34 | NA | 0.36 | 2.99 | 0.62 | -0.9 | 1.34 | 0.52 | 1.79 | -0.9 | 2.58 | 0.43 | -0.3 | 0.46 | 2.56 | 1.01 | -0.05 | 1.25 | 1.16 | -1.04 | 0.98 | 0.52 | 0.74 | 3.07 |
| Draw Down(%) | NA | 16.2 | 29.1 | 39.9 | 39.9 | NA | 57.5 | 3.1 | 16.2 | 27.1 | 8.5 | 39.9 | 6.9 | 24.7 | 3.4 | 14.1 | 14.9 | 11.6 | 6.4 | 11.8 | 24.2 | 14.0 | 23.7 | 55.5 | 12.6 | 14.5 | 8.0 | 6.2 |
| Standard Deviation(%) | NA | 14.7 | 19.8 | 24.0 | 20.6 | NA | 21.7 | 13.7 | 15.9 | 25.8 | 18.6 | 38.0 | 13.5 | 18.0 | 8.9 | 15.9 | 15.8 | 21.2 | 12.9 | 15.4 | 28.4 | 19.8 | 27.5 | 42.6 | 17.7 | 15.5 | 14.0 | 12.9 |
| Treynor Ratio | NA | 0.22 | 0.03 | 0.09 | 0.07 | NA | 0.08 | 0.43 | 0.11 | -0.3 | 0.27 | 0.19 | 0.26 | -0.17 | 0.23 | 0.07 | -0.05 | 0.09 | 0.35 | 0.17 | -0.01 | 0.28 | 0.35 | -0.5 | 0.17 | 0.08 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | NA | 0.0 | 0.03 | -0.02 | 0.0 | 0.02 | -0.05 | -0.02 | -0.04 | 0.01 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | -0.02 | -0.01 | 0.01 | 0.01 | NA | NA |
| Beta | NA | 0.96 | 0.82 | 0.92 | 0.94 | NA | 0.93 | 0.95 | 0.9 | 0.77 | 0.92 | 1.05 | 0.95 | 0.97 | 1.01 | 0.98 | 0.98 | 1.03 | 0.95 | 0.93 | 0.99 | 0.88 | 0.91 | 0.9 | 1.0 | 1.02 | NA | NA |
| RSquared | NA | 0.92 | 0.9 | 0.92 | 0.87 | NA | 0.87 | 0.92 | 0.91 | 0.93 | 0.81 | 0.97 | 0.95 | 0.96 | 0.88 | 0.96 | 0.96 | 0.44 | 0.95 | 0.96 | 0.98 | 0.97 | 0.97 | 0.96 | 0.94 | 0.19 | 0.0 | 0.0 |
| Yield(%) | N/A | 9.4 | 17.6 | 18.9 | 12.2 | 22.1 | N/A | 0.0 | 9.5 | 15.0 | 38.1 | 25.1 | 57.0 | 31.3 | 21.8 | 13.2 | 9.7 | 11.9 | 2.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 1.8 | 0.0 | 0.3 | 0.0 |
| Dividend Growth(%) | N/A | -59.3 | -73.8 | -37.1 | N/A | N/A | N/A | -100.0 | -59.3 | -65.7 | 35.1 | -69.5 | -3.2 | 46.7 | 58.0 | 15.5 | -19.6 | 512.7 | N/A | N/A | N/A | N/A | -100.0 | -94.1 | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/29/2004
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