Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CUHAX (VICTORY CEMP US 500 ENHANCED VOLATILITY WTD INDEX FUND CLASS A) | -3.50% | 6.26% | 0.18% | 7.00% | 7.06% | NA | NA | 9.46% |
Data as of 04/30/2025, AR inception is 11/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUHAX (VICTORY CEMP US 500 ENHANCED VOLATILITY WTD INDEX FUND CLASS A) | 11/20/2012 | 04/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.55 | 6.26 | 0.18 | 7.00 | 7.06 | NA | NA | 9.46 | -3.50 | 14.51 | -4.28 | -14.91 | 25.20 | 18.98 | 20.88 | -9.40 | 21.53 | 13.54 | -1.18 | 11.44 | 29.47 | 2.39 |
| Sharpe Ratio | NA | 0.18 | -0.22 | 0.36 | 0.41 | NA | NA | 0.60 | -0.57 | 0.98 | -0.72 | -1.06 | 1.94 | 1.09 | 1.71 | -0.70 | 2.83 | 0.98 | -0.08 | 1.00 | 2.65 | 2.32 |
| Standard Deviation(%) | NA | 16.47 | 13.47 | 13.98 | 13.77 | NA | NA | 13.34 | 23.58 | 11.13 | 11.03 | 15.43 | 12.95 | 17.14 | 11.37 | 15.50 | 7.42 | 13.66 | 14.59 | 11.42 | 11.10 | 10.59 |
| Draw Down(%) | NA | 17.36 | 17.84 | 25.32 | 25.32 | NA | NA | 25.32 | 15.43 | 7.02 | 13.78 | 20.04 | 5.68 | 16.69 | 6.22 | 21.07 | 3.12 | 10.25 | 10.63 | 8.11 | 5.77 | 2.88 |
| Yield(%) | 0.00 | 0.73 | 9.03 | 11.69 | 9.84 | 9.79 | 7.34 | 12.24 | 0.18 | 1.11 | 1.41 | 22.80 | 14.36 | 12.10 | 14.37 | 12.06 | 10.69 | 2.55 | 4.23 | 5.88 | 0.00 | 0.00 |
Data as of 04/30/2025, AR inception is 11/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUHAX (VICTORY CEMP US 500 ENHANCED VOLATILITY WTD INDEX FUND CLASS A) |
-2.30%
Dec 2021 - Dec 2024 |
3.77%
Sep 2018 - Sep 2023 |
6.92%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUHAX (VICTORY CEMP US 500 ENHANCED VOLATILITY WTD INDEX FUND CLASS A) |
21.66%
Dec 2018 - Dec 2021 |
15.39%
Oct 2016 - Oct 2021 |
10.57%
Dec 2012 - Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart