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SSGSX: VICTORY SYCAMORE SMALL COMPANY OPPORTUNITY FUND (FORMERLY VICTORY SMALL COMPANY OPPORTUNITY FUND) CLASS A (MUTUAL FUND)
Basic Info 48.24 0.05(0.10%) May 13
Asset Class: | SMALL VALUE |
MyPlanIQ Rating: | (57%) |
Start Date: | 04/01/1999 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 6.76% |
Expenses | 0.85% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/01/1999 |
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(%) | 1.4 | 1.2 | 15.6 | 2.8 | 8.4 | 9.2 | 12.7 | 9.8 | 9.8 | 11.2 | -6.7 | 24.7 | 4.4 | 26.5 | -8.7 | 11.5 | 29.6 | -0.6 | 6.5 | 32.9 | 12.2 | 1.2 | 21.7 | 32.9 | -27.4 | -3.3 | 21.8 | 5.7 | 24.6 | 30.7 | -4.9 | -6.9 | 22.9 | 11.6 |
Sharpe Ratio | NA | 0.06 | 0.63 | 0.09 | 0.33 | 0.37 | NA | NA | 0.4 | 0.4 | -0.36 | 1.24 | 0.1 | 1.82 | -0.66 | 0.93 | 1.75 | -0.04 | 0.35 | 2.48 | 0.79 | 0.04 | 0.98 | 0.98 | -0.68 | -0.35 | 1.22 | 0.25 | 1.65 | 2.05 | -0.3 | -0.5 | 0.98 | 1.09 |
Draw Down(%) | NA | 5.6 | 14.3 | 19.1 | 39.7 | 39.7 | NA | NA | 55.7 | 16.4 | 18.7 | 9.4 | 39.7 | 8.0 | 21.5 | 5.8 | 10.4 | 9.7 | 10.8 | 6.1 | 11.2 | 24.5 | 18.6 | 31.0 | 47.7 | 17.0 | 12.4 | 10.4 | 8.4 | 11.5 | 28.0 | 21.7 | 9.9 | 16.6 |
Standard Deviation(%) | NA | 16.7 | 16.7 | 19.7 | 25.5 | 21.1 | NA | NA | 21.4 | 17.6 | 22.9 | 19.9 | 42.6 | 13.8 | 15.1 | 11.7 | 16.8 | 14.9 | 18.4 | 13.2 | 15.4 | 29.1 | 22.1 | 33.5 | 41.5 | 18.1 | 15.3 | 14.2 | 14.3 | 14.6 | 20.1 | 18.7 | 19.2 | 11.4 |
Treynor Ratio | NA | 0.01 | 0.11 | 0.02 | 0.09 | 0.08 | NA | NA | 0.1 | 0.08 | -0.09 | 0.26 | 0.04 | 0.27 | -0.11 | 0.1 | 0.3 | -0.01 | 0.06 | 0.34 | 0.13 | 0.01 | 0.24 | 0.39 | -0.32 | -0.07 | 0.17 | 0.04 | 0.25 | 0.35 | -0.08 | -0.12 | 0.22 | 0.14 |
Alpha | NA | -0.06 | -0.04 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.02 | 0.01 | 0.0 | 0.02 | 0.02 | -0.01 | -0.01 | -0.02 | 0.02 | 0.0 | 0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.03 | -0.07 | 0.01 | 0.0 |
Beta | NA | 1.08 | 0.96 | 0.93 | 0.94 | 0.95 | NA | NA | 0.91 | 0.93 | 0.9 | 0.97 | 0.95 | 0.93 | 0.94 | 1.06 | 0.98 | 0.95 | 1.02 | 0.97 | 0.97 | 0.93 | 0.91 | 0.84 | 0.88 | 0.92 | 1.07 | 0.96 | 0.96 | 0.86 | 0.79 | 0.8 | 0.87 | 0.87 |
RSquared | NA | 0.95 | 0.96 | 0.94 | 0.96 | 0.92 | NA | NA | 0.93 | 0.97 | 0.95 | 0.9 | 0.97 | 0.95 | 0.94 | 0.93 | 0.94 | 0.94 | 0.56 | 0.95 | 0.96 | 0.98 | 0.98 | 0.97 | 0.98 | 0.94 | 0.94 | 0.95 | 0.93 | 0.93 | 0.94 | 0.85 | 0.76 | 0.7 |
Yield(%) | N/A | 0.0 | 6.7 | 7.2 | 7.0 | 7.8 | 13.2 | 9.2 | N/A | 6.7 | 5.0 | 14.0 | 0.7 | 6.1 | 11.0 | 5.5 | 5.9 | 8.8 | 9.2 | 8.1 | 5.2 | 0.6 | 0.4 | 0.1 | 0.1 | 5.7 | 17.8 | 9.9 | 16.6 | 6.6 | 0.2 | 8.1 | 6.2 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 16.7 | 55.2 | -12.3 | 71.2 | N/A | N/A | N/A | 16.9 | -59.8 | 1921.9 | -86.0 | -56.1 | 111.8 | 18.9 | -39.8 | -5.8 | 34.4 | 68.8 | 841.2 | 70.0 | 400.0 | -33.3 | -98.1 | -67.5 | 78.7 | -37.6 | 206.2 | 3525.0 | -98.1 | 52.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/1999
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