Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBALX (VICTORY STRATEGIC ALLOCATION FUND (FORMERLY VICTORY BALANCED FUND) CLASS A) | NA | -35.46% | -10.45% | -2.23% | 0.30% | 3.20% | 3.25% | … | … |
Data as of 05/08/2025, Common starting date is 12/22/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBALX (VICTORY STRATEGIC ALLOCATION FUND (FORMERLY VICTORY BALANCED FUND) CLASS A) | 12/22/1993 | 05/08/2025 |
| 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -37.98 | -35.46 | -10.45 | -2.23 | 0.30 | 3.20 | 3.25 | … | … | -38.60 | 9.58 | 12.04 | -14.56 | 12.53 | 11.79 | 18.18 | -7.06 | 13.35 | 3.90 | -0.70 | 7.57 | 22.01 | 11.72 | -2.25 | 10.14 | 20.33 | -26.02 | 9.11 | 10.61 | 6.30 | 8.29 | 14.25 | -11.01 | -4.13 | 5.05 | 6.82 | 17.91 | 19.53 | 14.54 | 25.33 | -1.72 | -0.03 |
| Sharpe Ratio | NA | -0.79 | -0.48 | -0.18 | -0.06 | NA | NA | … | … | -0.95 | 0.74 | 0.96 | -1.11 | 1.49 | 0.62 | 2.45 | -1.07 | 3.18 | 0.44 | -0.07 | 0.63 | 2.75 | 1.37 | -0.15 | 0.90 | 1.26 | -1.13 | 0.60 | 0.93 | 0.59 | 0.99 | 1.39 | -0.93 | -0.63 | 0.07 | 0.34 | 1.44 | 1.59 | 1.39 | 4.08 | -0.74 | -0.85 |
| Standard Deviation(%) | NA | 49.13 | 29.76 | 23.92 | 18.41 | NA | NA | … | … | 82.47 | 8.10 | 8.78 | 14.44 | 8.40 | 18.60 | 6.83 | 7.93 | 4.01 | 8.36 | 9.82 | 11.91 | 7.99 | 8.59 | 15.66 | 11.12 | 16.07 | 23.80 | 9.93 | 7.77 | 6.90 | 7.40 | 9.70 | 13.11 | 10.69 | 11.06 | 10.18 | 10.06 | 9.95 | 7.74 | 5.23 | 6.49 | 4.36 |
| Draw Down(%) | NA | 40.67 | 40.67 | 40.67 | 40.67 | NA | NA | … | … | 40.46 | 5.02 | 8.74 | 18.24 | 4.00 | 23.41 | 4.45 | 12.33 | 1.91 | 7.53 | 7.28 | 7.18 | 4.08 | 7.48 | 15.56 | 11.72 | 16.94 | 34.43 | 5.67 | 6.36 | 5.12 | 5.25 | 8.73 | 18.12 | 14.11 | 5.45 | 8.00 | 9.63 | 6.36 | 3.66 | 1.69 | 6.92 | 0.60 |
| Yield(%) | 0.00 | 4.78 | 3.33 | 3.72 | 3.47 | 4.52 | 4.40 | … | … | 0.37 | 4.94 | 3.65 | 1.16 | 4.42 | 1.35 | 4.87 | 3.77 | 4.30 | 1.43 | 1.99 | 8.83 | 3.59 | 1.35 | 4.16 | 1.69 | 2.41 | 2.09 | 12.93 | 2.81 | 1.61 | 2.00 | 1.48 | 1.73 | 7.30 | 9.17 | 10.55 | 9.22 | 9.17 | 6.30 | 4.38 | 3.87 | 0.17 |
Data as of 05/08/2025, Common starting date is 12/22/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBALX (VICTORY STRATEGIC ALLOCATION FUND (FORMERLY VICTORY BALANCED FUND) CLASS A) |
-7.80%
Feb 2006 – Feb 2009 |
-2.14%
Feb 2004 – Feb 2009 |
0.08%
Feb 1999 – Feb 2009 |
3.94%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBALX (VICTORY STRATEGIC ALLOCATION FUND (FORMERLY VICTORY BALANCED FUND) CLASS A) |
19.79%
Mar 1995 – Mar 1998 |
16.95%
Jun 1994 – Jun 1999 |
9.48%
Sep 2011 – Sep 2021 |
8.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart