Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RETCX (VICTORY TAX-EXEMPT FUND CLASS C) | NA | 0.83% | 2.75% | -0.92% | 0.99% | 1.98% | 2.10% | … | … |
Data as of 12/23/2025, Common starting date is 08/30/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RETCX (VICTORY TAX-EXEMPT FUND CLASS C) | 08/30/2000 | 12/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 0.83 | 2.75 | -0.92 | 0.99 | 1.98 | 2.10 | … | … | -1.49 | 1.79 | 6.08 | -13.04 | 0.76 | 3.55 | 7.98 | -0.01 | 5.96 | -2.27 | 2.04 | 7.45 | -5.32 | 6.26 | 10.21 | 0.60 | 10.78 | -1.09 | 0.71 | 3.91 | 0.65 | 1.60 | 0.86 | 7.45 | 3.23 | 4.23 |
| Sharpe Ratio | NA | -0.44 | -0.20 | -0.63 | -0.14 | NA | NA | … | … | -0.49 | -1.06 | 0.34 | -2.88 | 0.24 | 0.33 | 2.69 | -0.59 | 2.17 | -0.83 | 1.18 | 4.12 | -1.68 | 2.47 | 3.61 | 0.17 | 3.09 | -0.27 | -0.87 | 0.30 | -0.46 | 0.16 | 0.03 | 1.64 | 0.30 | 3.97 |
| Standard Deviation(%) | NA | 8.87 | 6.53 | 5.70 | 5.40 | NA | NA | … | … | 8.94 | 4.55 | 5.35 | 5.02 | 3.02 | 10.16 | 2.44 | 2.27 | 2.46 | 2.98 | 1.71 | 1.81 | 3.18 | 2.54 | 2.82 | 3.11 | 3.45 | 7.35 | 2.62 | 2.18 | 3.28 | 4.06 | 5.20 | 3.86 | 3.07 | 2.27 |
| Draw Down(%) | NA | 7.68 | 9.45 | 19.50 | 19.50 | NA | NA | … | … | 7.68 | 3.34 | 8.15 | 16.64 | 3.29 | 15.48 | 1.59 | 2.44 | 1.69 | 7.06 | 2.50 | 1.19 | 8.35 | 2.27 | 2.51 | 6.51 | 3.02 | 11.83 | 3.67 | 1.63 | 3.21 | 6.10 | 6.53 | 4.42 | 4.29 | 1.22 |
| Yield(%) | 0.00 | 3.03 | 3.08 | 2.51 | 3.19 | 3.24 | 3.08 | … | … | 2.75 | 3.00 | 3.11 | 2.48 | 2.40 | 2.46 | 4.00 | 4.29 | 4.23 | 6.27 | 4.68 | 2.35 | 2.10 | 2.20 | 2.62 | 2.93 | 3.16 | 2.56 | 3.16 | 2.85 | 2.75 | 2.74 | 2.80 | 3.21 | 3.31 | 1.44 |
Data as of 12/23/2025, Common starting date is 08/30/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RETCX (VICTORY TAX-EXEMPT FUND CLASS C) |
-4.78%
Oct 2020 – Oct 2023 |
-1.73%
Jul 2020 – Jul 2025 |
0.15%
Oct 2012 – Oct 2022 |
1.26%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RETCX (VICTORY TAX-EXEMPT FUND CLASS C) |
7.31%
Sep 2008 – Sep 2011 |
6.20%
Feb 2008 – Feb 2013 |
3.87%
Sep 2000 – Sep 2010 |
3.52%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart