Find A Portfolio/Ticker
Comparison Box
VBFCX: VICTORY STRATEGIC ALLOCATION FUND (FORMERLY VICTORY BALANCED FUND) CLASS C (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (44%) |
| Start Date: | 03/06/2003 |
| Last Dividend Date: | 03/18/2025 |
| 12-Mo. Yield | 1.43% |
| Expenses | 1.83% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | -1.5 | 2.7 | 2.0 | 6.0 | 4.1 | 5.3 | 4.8 | 5.4 | 5.9 | 10.0 | -15.2 | 11.7 | 10.9 | 16.8 | -7.7 | 12.5 | 3.2 | -1.4 | 6.8 | 21.1 | 10.9 | -2.9 | 9.3 | 19.4 | -26.7 | 8.1 | 9.7 | 5.3 | 7.8 | 18.8 |
| Sharpe Ratio | NA | -0.5 | -0.31 | -0.21 | 0.31 | 0.23 | NA | NA | 0.35 | -0.07 | 0.66 | -1.15 | 1.39 | 0.57 | 2.23 | -1.16 | 2.99 | 0.35 | -0.14 | 0.57 | 2.64 | 1.27 | -0.19 | 0.83 | 1.2 | -1.16 | 0.51 | 0.83 | 0.46 | 0.93 | 2.47 |
| Draw Down(%) | NA | 10.8 | 13.6 | 13.6 | 19.0 | 23.5 | NA | NA | 39.5 | 6.3 | 8.9 | 18.8 | 4.0 | 23.5 | 4.5 | 12.9 | 2.0 | 7.6 | 7.4 | 7.2 | 4.2 | 7.6 | 15.9 | 11.8 | 17.0 | 34.9 | 5.8 | 6.4 | 5.2 | 5.3 | 4.9 |
| Standard Deviation(%) | NA | 14.6 | 11.5 | 11.4 | 10.9 | 10.6 | NA | NA | 11.5 | 9.1 | 8.8 | 14.5 | 8.4 | 18.5 | 6.9 | 7.9 | 4.0 | 8.4 | 9.8 | 11.9 | 8.0 | 8.6 | 15.6 | 11.1 | 16.0 | 23.8 | 9.9 | 7.8 | 6.9 | 7.4 | 9.1 |
| Treynor Ratio | NA | -0.09 | -0.05 | -0.03 | 0.04 | 0.03 | NA | NA | 0.04 | -0.01 | 0.07 | -0.2 | 0.14 | 0.12 | 0.17 | -0.13 | 0.14 | 0.03 | -0.01 | 0.06 | 0.19 | 0.1 | -0.03 | 0.09 | 0.2 | -0.28 | 0.05 | 0.06 | 0.03 | 0.07 | 0.22 |
| Alpha | NA | 0.02 | -0.01 | -0.01 | 0.0 | -0.01 | NA | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | -0.01 | -0.01 | -0.03 | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | -0.03 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 | 0.0 | -0.01 | -0.02 |
| Beta | NA | 0.79 | 0.79 | 0.84 | 0.84 | 0.86 | NA | NA | 0.95 | 0.83 | 0.84 | 0.84 | 0.85 | 0.87 | 0.9 | 0.71 | 0.83 | 1.02 | 1.1 | 1.09 | 1.12 | 1.14 | 1.13 | 1.03 | 0.94 | 1.0 | 1.05 | 1.1 | 1.01 | 0.98 | 1.0 |
| RSquared | NA | 0.89 | 0.78 | 0.83 | 0.82 | 0.86 | NA | NA | 0.88 | 0.71 | 0.82 | 0.86 | 0.74 | 0.95 | 0.86 | 0.78 | 0.7 | 0.89 | 0.94 | 0.37 | 0.92 | 0.94 | 0.98 | 0.96 | 0.95 | 0.97 | 0.93 | 0.88 | 0.91 | 0.85 | 0.94 |
| Yield(%) | N/A | 0.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.4 | 1.9 | 0.5 | 3.7 | 0.6 | 3.6 | 3.3 | 3.9 | 0.9 | 1.3 | 8.2 | 2.9 | 0.6 | 3.5 | 1.0 | 1.6 | 1.4 | 12.1 | 2.0 | 0.7 | 1.6 | 0.9 |
| Dividend Growth(%) | N/A | -82.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -21.3 | 195.2 | -84.5 | 572.0 | -80.5 | -5.5 | -6.8 | 359.5 | -35.5 | -84.0 | 224.3 | 433.8 | -83.9 | 289.4 | -26.6 | -17.6 | -89.0 | 549.2 | 184.8 | -50.3 | 98.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/04/2003
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Moderate Allocation Asset Class Trend Rankings |
Top Rated Funds in Moderate Allocation
Best Mutual Funds
- PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) (99%)
- LCRIX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS) (99%)
- LCORX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-RETAIL CLASS) (99%)
- QOPYX (Oppenheimer Flexible Strategies Fd Y) (99%)
- RNCOX (RIVERNORTH CORE OPPORTUNITY FUND CLASS R) (98%)
- AZNIX (ALLIANZGI INCOME & GROWTH FUND INSTITUTIONAL CLASS) (98%)
- DNAIX (DUNHAM APPRECIATION & INCOME FUND DUNHAM APPRECIATION & INCOME FUND CLASS N) (98%)
- COTZX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS Z) (97%)
- PBAIX (BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL) (97%)
- AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) (96%)
Best ETFs
* Day change on 04/30/2025.Best Closed End Funds
- ERH (Allspring Utilities and High Income Fund) (100%)
- HTD (John Hancock Tax Advantaged Dividend Income Closed Fund) (100%)
- ZTR (Virtus Global Dividend and Income Fund Inc) (100%)
Latest Articles Related to VBFCX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
