Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MRVSX (VICTORY INTEGRITY SMALL-CAP VALUE FUND CLASS R) | -2.98% | -16.38% | -4.41% | 3.43% | 0.15% | NA | NA | 3.55% |
Data as of 07/11/2025, AR inception is 05/25/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRVSX (VICTORY INTEGRITY SMALL-CAP VALUE FUND CLASS R) | 05/25/2011 | 07/11/2025 |
| 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.62 | -16.38 | -4.41 | 3.43 | 0.15 | NA | NA | 3.55 | -2.98 | -11.18 | 5.90 | -19.86 | 10.91 | 0.54 | 22.32 | -19.36 | 11.18 | 24.15 | -7.17 | 6.75 | 40.36 | 13.41 | -6.99 |
| Sharpe Ratio | NA | -0.58 | -0.33 | 0.04 | -0.05 | NA | NA | 0.10 | -0.35 | -0.71 | 0.08 | -0.73 | 0.36 | 0.01 | 1.29 | -1.20 | 0.81 | 1.30 | -0.44 | 0.43 | 2.66 | 0.80 | -0.29 |
| Standard Deviation(%) | NA | 29.07 | 24.88 | 26.81 | 26.61 | NA | NA | 25.09 | 25.72 | 25.17 | 20.20 | 29.06 | 30.62 | 51.83 | 16.24 | 17.22 | 13.13 | 18.41 | 16.34 | 15.68 | 15.19 | 16.88 | 39.50 |
| Draw Down(%) | NA | 39.00 | 39.00 | 52.05 | 52.79 | NA | NA | 52.79 | 23.33 | 23.45 | 14.20 | 23.45 | 24.84 | 49.74 | 11.72 | 27.52 | 7.94 | 13.91 | 14.88 | 13.95 | 6.12 | 13.42 | 28.51 |
| Yield(%) | 0.00 | 1.33 | 0.73 | 0.59 | 2.37 | 2.54 | 1.90 | 2.72 | 0.00 | 1.37 | 0.86 | 0.00 | 0.00 | 0.00 | 0.53 | 10.71 | 6.37 | 0.00 | 1.44 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 05/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRVSX (VICTORY INTEGRITY SMALL-CAP VALUE FUND CLASS R) |
-13.45%
Mar 2017 - Mar 2020 |
-6.26%
Mar 2015 - Mar 2020 |
-0.98%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRVSX (VICTORY INTEGRITY SMALL-CAP VALUE FUND CLASS R) |
22.99%
Sep 2011 - Sep 2014 |
15.24%
Sep 2011 - Sep 2016 |
12.26%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart