Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MUXAX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS A) | 6.92% | 13.26% | 18.79% | 15.83% | 13.45% | 8.77% | 6.51% | 5.12% |
Data as of 07/11/2025, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUXAX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS A) | 06/21/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 13.26 | 18.79 | 15.83 | 13.45 | 8.77 | 6.51 | 5.12 | 6.92 | 24.57 | 25.65 | -18.59 | 27.93 | 17.77 | 30.74 | -5.05 | 20.58 | 38.40 |
| Sharpe Ratio | NA | 0.51 | 0.90 | 0.78 | 0.72 | NA | NA | 0.18 | 0.45 | 1.42 | 1.64 | -0.83 | 2.13 | 0.50 | 2.35 | -0.38 | 3.02 | 0.00 |
| Standard Deviation(%) | NA | 19.84 | 17.20 | 17.41 | 19.41 | NA | NA | 19.41 | 23.70 | 12.67 | 13.13 | 24.18 | 13.11 | 34.65 | 12.50 | 17.02 | 6.62 | 22.68 |
| Draw Down(%) | NA | 18.83 | 18.83 | 24.84 | 33.80 | NA | NA | 33.80 | 18.83 | 8.48 | 10.04 | 24.84 | 5.18 | 33.80 | 6.68 | 19.63 | 2.62 | 7.92 |
| Yield(%) | 0.00 | 15.37 | 11.37 | 11.01 | 11.10 | 7.40 | 5.55 | 4.61 | 0.35 | 18.22 | 6.95 | 6.18 | 9.53 | 7.85 | 15.53 | 10.26 | 17.69 | 8.85 |
Data as of 07/11/2025, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUXAX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS A) |
4.48%
Mar 2017 - Mar 2020 |
8.60%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUXAX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS A) |
25.36%
Dec 2018 - Dec 2021 |
18.24%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart