Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RSTYX (VICTORY TAX-EXEMPT FUND CLASS Y) | -4.33% | -3.16% | 0.86% | -0.53% | 1.55% | 2.32% | NA | 2.37% |
Data as of 07/14/2025, AR inception is 05/26/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSTYX (VICTORY TAX-EXEMPT FUND CLASS Y) | 05/26/2009 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.50 | -3.16 | 0.86 | -0.53 | 1.55 | 2.32 | NA | 2.37 | -4.33 | 2.98 | 7.02 | -12.25 | 1.68 | 4.51 | 9.06 | 0.49 | 6.95 | -1.57 | 2.87 | 8.54 | -4.56 | 7.34 | 11.14 | -0.74 | 1.70 |
| Sharpe Ratio | NA | -0.66 | -0.35 | -0.44 | 0.03 | NA | NA | 0.32 | -0.92 | -0.77 | 0.52 | -2.69 | 0.53 | 0.42 | 2.99 | -0.35 | 2.53 | -0.58 | 1.52 | 4.40 | -1.41 | 2.76 | 3.82 | -0.27 | 0.99 |
| Standard Deviation(%) | NA | 9.23 | 6.70 | 5.69 | 5.40 | NA | NA | 4.58 | 11.77 | 4.68 | 5.40 | 5.08 | 3.11 | 10.18 | 2.56 | 2.37 | 2.51 | 3.07 | 1.86 | 1.94 | 3.26 | 2.66 | 2.91 | 3.11 | 2.76 |
| Draw Down(%) | NA | 9.18 | 9.18 | 18.30 | 18.30 | NA | NA | 18.30 | 7.60 | 3.46 | 7.61 | 16.09 | 3.00 | 15.48 | 1.59 | 2.26 | 1.69 | 7.07 | 2.12 | 1.11 | 8.07 | 2.20 | 2.51 | 6.40 | 3.25 |
| Yield(%) | 0.00 | 3.22 | 3.59 | 3.24 | 4.08 | 3.90 | 3.02 | 3.78 | 1.29 | 3.85 | 4.01 | 3.28 | 3.31 | 3.36 | 4.92 | 4.88 | 5.18 | 6.88 | 5.57 | 3.29 | 2.96 | 3.15 | 3.59 | 1.57 | 0.00 |
Data as of 07/14/2025, AR inception is 05/26/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSTYX (VICTORY TAX-EXEMPT FUND CLASS Y) |
-3.92%
Oct 2020 - Oct 2023 |
-0.21%
Feb 2020 - Feb 2025 |
1.00%
Oct 2012 - Oct 2022 |
2.37%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSTYX (VICTORY TAX-EXEMPT FUND CLASS Y) |
6.41%
Nov 2009 - Nov 2012 |
5.32%
Jan 2011 - Jan 2016 |
4.63%
Jan 2011 - Jan 2021 |
2.90%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart