Find A Portfolio/Ticker
Comparison Box
VFGAX: VICTORY NEWBRIDGE LARGE CAP GROWTH FUND (FORMERLY VICTORY LARGE CAP GROWTH FUND) CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/14/2004 |
| Last Dividend Date: | 12/14/2022 |
| 12-Mo. Yield | 19.69% |
| Expenses | 0.95% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/30/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/14/2004 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 7.6 | 18.3 | 14.8 | 13.9 | 8.8 | 9.4 | 7.6 | -16.7 | 46.4 | 22.1 | -1.0 | 24.9 | -3.9 | 6.8 | 5.8 | 32.7 | 13.3 | -6.0 | 20.9 | 39.9 | -44.7 | 21.4 | 5.4 | 11.6 | 8.3 |
| Sharpe Ratio | NA | 0.09 | 0.35 | 0.34 | 0.42 | NA | 0.31 | 0.09 | -0.42 | 1.28 | 1.21 | -0.1 | 2.39 | -0.26 | 0.39 | 0.28 | 2.44 | 0.75 | -0.23 | 1.09 | 1.61 | -1.11 | 0.97 | 0.14 | 0.69 | 0.52 |
| Draw Down(%) | NA | 41.4 | 56.7 | 56.7 | 56.7 | NA | 56.7 | 41.4 | 34.2 | 29.1 | 11.2 | 24.5 | 4.0 | 15.6 | 11.9 | 11.4 | 7.2 | 12.3 | 22.0 | 15.4 | 15.8 | 51.4 | 10.9 | 13.7 | 8.0 | 15.5 |
| Standard Deviation(%) | NA | 66.7 | 51.0 | 41.6 | 31.5 | NA | 27.7 | 66.8 | 39.6 | 35.8 | 17.1 | 23.0 | 10.2 | 15.9 | 17.5 | 20.4 | 13.4 | 17.7 | 26.8 | 19.1 | 24.7 | 40.9 | 19.0 | 15.5 | 13.7 | 14.8 |
| Treynor Ratio | NA | 0.07 | 0.21 | 0.16 | 0.15 | NA | 0.09 | 0.07 | -0.28 | 0.47 | 0.26 | -0.02 | 0.22 | -0.04 | 0.06 | 0.05 | 0.31 | 0.12 | -0.06 | 0.22 | 0.41 | -0.42 | 0.17 | 0.02 | 0.09 | 0.08 |
| Alpha | NA | 0.29 | 0.08 | 0.04 | 0.01 | NA | 0.01 | 0.29 | -0.11 | -0.03 | -0.04 | -0.01 | -0.03 | -0.01 | -0.01 | -0.03 | -0.02 | -0.02 | -0.02 | 0.03 | 0.02 | -0.03 | 0.04 | 0.02 | 0.0 | 0.02 |
| Beta | NA | 0.9 | 0.84 | 0.86 | 0.9 | NA | 0.96 | 0.9 | 0.6 | 0.98 | 0.81 | 1.08 | 1.11 | 1.03 | 1.05 | 1.18 | 1.06 | 1.09 | 1.0 | 0.96 | 0.98 | 1.07 | 1.11 | 1.09 | 1.03 | 0.95 |
| RSquared | NA | 0.16 | 0.23 | 0.27 | 0.33 | NA | 0.49 | 0.16 | 0.2 | 0.96 | 0.71 | 0.96 | 0.88 | 0.91 | 0.94 | 0.63 | 0.91 | 0.81 | 0.97 | 0.93 | 0.94 | 0.97 | 0.92 | 0.83 | 0.79 | 0.88 |
| Yield(%) | N/A | 19.7 | 25.2 | 19.1 | 15.9 | 10.3 | N/A | 19.9 | 29.7 | 15.4 | 21.9 | 32.5 | 36.2 | 33.5 | 34.0 | 9.0 | 10.8 | 5.0 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -44.0 | -44.1 | -57.2 | N/A | N/A | N/A | -44.0 | 143.5 | -28.2 | -56.3 | -20.6 | -28.8 | -29.1 | 269.5 | -1.9 | 134.3 | 287.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/14/2004
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 LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth ETF) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) (96%)
- MGK (Vanguard Mega Cap Growth ETF) (96%)
- PWB (Invesco Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) (97%)
- GAM (General American Investors Closed Fund) (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) (97%)
- FXBY (Foxby Corp) (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) (22%)
Latest Articles Related to VFGAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
