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VETAX: VICTORY SYCAMORE ESTABLISHED VALUE FUND (FORMERLY VICTORY ESTABLISHED VALUE FUND) CLASS A (MUTUAL FUND)
Basic Info 44.08 0.82(1.90%) May 02
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (63%) |
| Start Date: | 05/19/2000 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 0.77% |
| Expenses | 1.65% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/19/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.0 | -4.0 | -7.5 | -1.7 | 8.8 | 6.1 | 8.7 | 8.7 | 8.5 | 0.0 | 4.9 | -8.7 | 23.1 | 3.5 | 28.4 | -10.3 | 15.7 | 20.7 | 0.8 | 12.0 | 34.4 | 12.1 | 0.1 | 21.4 | 34.3 | -29.0 | 7.5 | 14.8 | 13.1 | 16.5 | 33.3 | -9.7 | -6.4 | 12.6 |
| Sharpe Ratio | NA | -0.59 | -0.68 | -0.32 | 0.31 | 0.22 | NA | NA | 0.37 | -0.4 | 0.05 | -0.44 | 1.31 | 0.08 | 2.15 | -0.8 | 1.88 | 1.48 | 0.05 | 0.55 | 2.89 | 0.87 | 0.0 | 1.14 | 1.25 | -0.85 | 0.29 | 0.98 | 0.96 | 1.37 | 2.23 | -0.51 | -0.5 | 1.02 |
| Draw Down(%) | NA | 17.9 | 27.5 | 27.5 | 27.5 | 41.0 | NA | NA | 48.9 | 16.3 | 12.7 | 16.0 | 11.3 | 41.0 | 6.5 | 20.9 | 4.1 | 9.0 | 9.7 | 13.1 | 6.2 | 9.6 | 24.1 | 14.7 | 25.5 | 46.1 | 12.8 | 11.5 | 7.1 | 7.5 | 12.3 | 27.9 | 25.1 | 8.4 |
| Standard Deviation(%) | NA | 24.5 | 20.4 | 18.9 | 19.9 | 19.8 | NA | NA | 19.6 | 16.2 | 14.5 | 22.8 | 17.6 | 40.5 | 12.5 | 14.7 | 8.0 | 13.8 | 14.3 | 21.8 | 11.9 | 14.0 | 25.0 | 18.7 | 27.5 | 35.2 | 15.9 | 11.9 | 11.4 | 11.3 | 14.6 | 21.0 | 17.7 | 16.6 |
| Treynor Ratio | NA | -0.14 | -0.13 | -0.06 | 0.06 | 0.05 | NA | NA | 0.08 | -0.06 | 0.01 | -0.1 | 0.22 | 0.03 | 0.27 | -0.12 | 0.16 | 0.23 | 0.01 | 0.11 | 0.36 | 0.12 | 0.0 | 0.25 | 0.45 | -0.38 | 0.05 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -0.06 | -0.03 | -0.02 | 0.0 | NA | NA | 0.01 | -0.05 | -0.02 | 0.0 | -0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.03 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.02 | 0.0 | 0.04 | 0.01 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.03 | 1.04 | 0.98 | 1.01 | 0.98 | NA | NA | 0.89 | 1.03 | 0.9 | 1.0 | 1.04 | 0.99 | 1.0 | 0.95 | 0.94 | 0.88 | 0.93 | 1.05 | 0.95 | 0.98 | 0.94 | 0.86 | 0.75 | 0.78 | 0.92 | 1.04 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.97 | 0.74 | 0.82 | 0.86 | 0.91 | NA | NA | 0.75 | 0.58 | 0.84 | 0.91 | 0.82 | 0.97 | 0.96 | 0.95 | 0.9 | 0.94 | 0.96 | 0.3 | 0.94 | 0.95 | 0.98 | 0.98 | 0.97 | 0.96 | 0.92 | 0.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.8 | 1.0 | 1.7 | 3.9 | 6.4 | 7.0 | N/A | 1.0 | 1.2 | 1.2 | 1.8 | 1.1 | 7.1 | 8.4 | 3.4 | 1.8 | 10.5 | 14.4 | 8.8 | 3.6 | 3.3 | 8.2 | 2.7 | 0.7 | 12.4 | 19.1 | 11.4 | 11.4 | 10.5 | 0.6 | 18.7 | 8.7 |
| Dividend Growth(%) | N/A | -100.0 | -32.7 | -57.9 | -76.4 | -41.7 | N/A | N/A | N/A | -9.3 | -14.9 | -13.7 | 53.8 | -80.3 | -31.8 | 177.4 | 127.0 | -84.6 | -28.2 | 97.0 | 170.2 | 7.0 | -55.0 | 288.5 | 167.0 | -94.3 | -39.9 | 76.8 | 3.7 | 27.7 | 1399.4 | -97.3 | 114.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/19/2000
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