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RCHYX: VICTORY SOPHUS CHINA FUND (FORMERLY VICTORY RS CHINA FUND) CLASS Y (MUTUAL FUND)
Basic Info
Asset Class: | China Region |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/17/2011 |
Last Dividend Date: | 12/12/2017 |
12-Mo. Yield | 57.44% |
Expenses | 1.41% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/17/2011 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 3.7 | 7.1 | 7.9 | 52.6 | -0.9 | -4.0 | 7.2 | 15.7 | 22.0 | -24.9 |
Sharpe Ratio | NA | 4.12 | 0.67 | 0.67 | 0.38 | 4.05 | -0.06 | -0.15 | 0.44 | 0.91 | 1.25 | -1.23 |
Draw Down(%) | NA | 7.1 | 39.7 | 39.7 | 39.7 | 7.1 | 19.8 | 31.6 | 10.4 | 16.0 | 15.6 | 32.8 |
Standard Deviation(%) | NA | 12.9 | 20.5 | 19.1 | 20.1 | 13.0 | 19.4 | 26.6 | 16.3 | 17.3 | 17.7 | 29.7 |
Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.16 | 0.04 | 0.03 | 0.03 | 0.17 | -0.01 | 0.0 | -0.01 | 0.04 | 0.0 | 0.0 |
Beta | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.55 | 1.0 | 0.83 | 0.72 | 0.83 | 0.88 |
RSquared | NA | 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 | 57.1 | 18.1 | 14.0 | N/A | 55.1 | 1.0 | 1.6 | 1.7 | 1.8 | 1.3 | 0.0 |
Dividend Growth(%) | N/A | N/A | 1238.6 | N/A | N/A | 5510.0 | -44.4 | 5.9 | 0.0 | 70.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/17/2011
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