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
MUXYX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS Y) 11.13% 27.98% 22.25% 10.53% 12.89% 8.80% 6.53%
Data as of 06/04/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
Name Start Date End Date
MUXYX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS Y) 06/21/1996 06/04/2026
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 (%) 0.29 27.98 22.25 10.53 12.89 8.80 6.53 11.13 17.39 24.62 25.69 -23.59 19.53 11.13 30.85 -4.85 20.70 39.21
Sharpe Ratio NA 2.23 1.32 0.46 0.61 NA NA 1.98 0.78 1.65 1.69 -1.00 1.28 0.31 2.35 -0.37 3.03 0.00
Standard Deviation(%) NA 11.88 14.83 17.54 18.49 NA NA 13.51 18.67 12.70 13.16 25.17 15.26 35.12 12.52 16.99 6.65 24.07
Draw Down(%) NA 9.01 18.82 28.94 33.79 NA NA 9.01 18.82 8.50 10.05 25.22 9.50 33.79 6.67 19.59 2.65 9.09
Yield(%) 0.00 8.70 11.77 6.63 9.27 6.52 4.89 0.16 8.88 18.05 6.94 0.94 1.09 1.35 15.52 10.37 17.73 8.92
Data as of 06/04/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MUXYX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS Y) 0.50%
Dec 2019 – Dec 2022
4.79%
Dec 2017 – Dec 2022
11.50%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MUXYX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS Y) 23.13%
May 2023 – May 2026
16.99%
Oct 2016 – Oct 2021
12.95%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return