Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUXRX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS R) | 6.28% | 20.66% | 19.40% | 9.01% | 11.88% | 8.18% | 6.08% | … | … |
Data as of 06/10/2026, Common starting date is 01/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUXRX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS R) | 01/26/2005 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.80 | 20.66 | 19.40 | 9.01 | 11.88 | 8.18 | 6.08 | … | … | 6.28 | 16.83 | 24.16 | 25.19 | -24.05 | 18.86 | 10.46 | 30.22 | -5.45 | 19.98 | -8.95 |
| Sharpe Ratio | NA | 1.80 | 1.17 | 0.39 | 0.56 | NA | NA | … | … | 1.23 | 0.75 | 1.62 | 1.65 | -1.01 | 1.23 | 0.29 | 2.30 | -0.40 | 2.92 | -0.06 |
| Standard Deviation(%) | NA | 12.20 | 14.88 | 17.60 | 18.52 | NA | NA | … | … | 13.92 | 18.66 | 12.70 | 13.15 | 25.21 | 15.33 | 35.11 | 12.52 | 17.02 | 6.65 | 26.42 |
| Draw Down(%) | NA | 9.08 | 18.84 | 29.46 | 33.83 | NA | NA | … | … | 9.08 | 18.84 | 8.50 | 10.12 | 25.66 | 9.62 | 33.83 | 6.74 | 19.70 | 2.72 | 26.78 |
| Yield(%) | 0.00 | 8.33 | 11.34 | 6.30 | 8.87 | 6.26 | 4.69 | … | … | 0.08 | 8.59 | 17.96 | 6.63 | 0.57 | 0.61 | 0.86 | 15.13 | 9.88 | 17.24 | 8.44 |
Data as of 06/10/2026, Common starting date is 01/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUXRX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS R) |
-0.09%
Dec 2019 – Dec 2022 |
4.19%
Dec 2017 – Dec 2022 |
10.90%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUXRX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS R) |
22.59%
May 2023 – May 2026 |
16.34%
Oct 2016 – Oct 2021 |
12.35%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
