Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RLDKX (VICTORY INCORE LOW DURATION BOND FUND CLASS R) | NA | 4.40% | 0.33% | 1.35% | 1.05% | 1.49% | 1.78% | 1.89% |
Data as of 03/28/2024, AR inception is 08/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLDKX (VICTORY INCORE LOW DURATION BOND FUND CLASS R) | 08/28/2003 | 03/28/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 4.40 | 0.33 | 1.35 | 1.05 | 1.49 | 1.78 | 1.89 | 0.88 | 4.14 | -4.03 | 0.29 | 3.41 | 3.17 | 0.32 | 1.07 | 1.35 | 0.11 | 0.33 | -0.50 | 2.67 | 1.30 | 3.51 | 5.47 | 2.94 | 4.88 | 3.74 | 0.94 | 0.97 | 1.22 |
| Sharpe Ratio | NA | 0.29 | -0.83 | -0.09 | 0.01 | NA | NA | 0.49 | 0.02 | -0.05 | -2.09 | 0.25 | 1.39 | 1.28 | -0.90 | 0.47 | 1.15 | 0.09 | 0.33 | -0.27 | 2.83 | 1.04 | 2.48 | 3.02 | 0.81 | 1.08 | 0.30 | -0.84 | 0.02 | 1.59 |
| Standard Deviation(%) | NA | 2.13 | 2.21 | 2.07 | 1.64 | NA | NA | 1.66 | 1.95 | 2.47 | 2.60 | 1.04 | 2.27 | 1.38 | 1.11 | 0.95 | 0.99 | 0.97 | 0.95 | 1.95 | 0.93 | 1.22 | 1.38 | 1.78 | 2.48 | 1.76 | 1.58 | 1.46 | 1.77 | 1.88 |
| Draw Down(%) | NA | 1.23 | 5.73 | 5.73 | 5.73 | NA | NA | 5.73 | 0.61 | 1.68 | 5.52 | 0.85 | 3.87 | 0.70 | 0.74 | 0.51 | 0.61 | 0.96 | 0.69 | 2.44 | 0.39 | 0.97 | 0.98 | 0.80 | 1.41 | 0.50 | 0.62 | 0.83 | 1.83 | 0.70 |
| Yield(%) | 0.00 | 2.62 | 1.48 | 1.49 | 1.32 | 1.56 | 1.87 | 1.94 | 0.78 | 2.41 | 1.09 | 0.68 | 1.28 | 1.73 | 1.71 | 1.37 | 0.64 | 0.92 | 1.32 | 1.35 | 1.58 | 1.97 | 2.41 | 2.49 | 2.99 | 3.87 | 3.36 | 2.54 | 1.87 | 0.61 |
Data as of 03/28/2024, AR inception is 08/28/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLDKX (VICTORY INCORE LOW DURATION BOND FUND CLASS R) |
-0.58%
Jun 2020 - Jun 2023 |
0.36%
Apr 2013 - Apr 2018 |
0.44%
Sep 2012 - Sep 2022 |
1.29%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLDKX (VICTORY INCORE LOW DURATION BOND FUND CLASS R) |
4.70%
Jan 2007 - Jan 2010 |
4.32%
Oct 2005 - Oct 2010 |
2.67%
May 2004 - May 2014 |
2.24%
Jul 2005 - Jul 2020 |
Annualized Rolling Returns Comparison Chart