Fund & Portfolio Comparison

Performance Comparison
Comparison Box

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

3-Year Annualized Rolling Return