Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
SBFCX (VICTORY INCORE INVESTMENT GRADE CONVERTIBLE FUND CLASS A) | 3.82% | 8.27% | 6.43% | 5.74% | 6.60% | 7.56% | 5.45% | 6.71% |
Data as of 07/18/2025, AR inception is 06/29/1988
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
SBFCX (VICTORY INCORE INVESTMENT GRADE CONVERTIBLE FUND CLASS A) | 06/29/1988 | 07/18/2025 |
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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.55 | 8.27 | 6.43 | 5.74 | 6.60 | 7.56 | 5.45 | 6.71 | 3.82 | 9.48 | 7.97 | -12.39 | 9.06 | 11.35 | 19.84 | -0.44 | 18.47 | 5.44 | -1.13 | 11.85 | 20.40 | 8.82 | -4.36 | 10.18 | 27.52 | -30.84 | -1.54 | 8.94 | 1.53 | 6.61 | 20.51 | -7.70 | -3.87 | 14.10 | 11.79 | -0.73 | 16.37 | 19.57 | 20.86 | -10.09 | 17.80 | 9.03 | 25.74 | -5.31 | 16.82 | -0.44 |
Sharpe Ratio | NA | 0.65 | 0.38 | 0.43 | 0.52 | NA | NA | 0.48 | 0.44 | 0.51 | 0.51 | -1.18 | 1.08 | 0.60 | 2.87 | -0.18 | 3.37 | 0.64 | -0.13 | 1.40 | 2.57 | 1.14 | -0.38 | 1.10 | 2.03 | -1.42 | -0.38 | 0.90 | -0.10 | 0.79 | 2.84 | -0.82 | -0.49 | 0.67 | 1.18 | -0.45 | 1.57 | 1.53 | 3.09 | -2.06 | 3.64 | 1.26 | 3.68 | -1.25 | 2.46 | -1.74 |
Standard Deviation(%) | NA | 7.88 | 8.03 | 8.66 | 9.85 | NA | NA | 9.70 | 9.31 | 5.66 | 7.41 | 11.76 | 8.33 | 18.55 | 6.42 | 9.82 | 5.32 | 8.24 | 9.23 | 8.43 | 7.93 | 7.77 | 11.55 | 9.20 | 13.50 | 22.27 | 11.96 | 6.35 | 6.49 | 7.13 | 6.96 | 10.77 | 12.95 | 14.88 | 7.25 | 8.91 | 8.15 | 10.39 | 5.50 | 6.34 | 4.29 | 5.24 | 5.94 | 8.43 | 4.51 | 3.45 |
Draw Down(%) | NA | 8.68 | 10.47 | 16.60 | 23.79 | NA | NA | 47.88 | 6.93 | 3.55 | 6.24 | 15.03 | 4.41 | 23.79 | 2.66 | 8.33 | 2.09 | 7.56 | 9.74 | 6.15 | 5.33 | 7.23 | 13.23 | 7.71 | 14.65 | 42.14 | 14.03 | 5.32 | 7.92 | 7.28 | 3.64 | 17.18 | 15.80 | 10.95 | 7.42 | 18.40 | 6.13 | 6.17 | 3.22 | 11.74 | 2.60 | 2.99 | 3.57 | 12.40 | 3.88 | 3.63 |
Yield(%) | 0.00 | 2.36 | 2.43 | 4.18 | 4.52 | 5.11 | 3.93 | 6.17 | 1.53 | 2.01 | 2.98 | 1.12 | 8.22 | 5.15 | 5.66 | 5.30 | 3.59 | 1.45 | 2.45 | 1.95 | 3.48 | 0.46 | 3.73 | 3.15 | 5.79 | 2.84 | 3.42 | 3.25 | 1.66 | 1.86 | 3.52 | 3.49 | 2.35 | 16.43 | 10.18 | 5.17 | 12.93 | 10.56 | 5.81 | 4.92 | 5.86 | 6.39 | 7.51 | 8.57 | 8.45 | 4.81 |
Data as of 07/18/2025, AR inception is 06/29/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
SBFCX (VICTORY INCORE INVESTMENT GRADE CONVERTIBLE FUND CLASS A) |
-12.56%
Feb 2006 - Feb 2009 |
-6.29%
Feb 2004 - Feb 2009 |
-0.12%
Feb 1999 - Feb 2009 |
2.81%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
SBFCX (VICTORY INCORE INVESTMENT GRADE CONVERTIBLE FUND CLASS A) |
20.25%
Oct 1990 - Oct 1993 |
14.69%
Feb 2009 - Feb 2014 |
12.80%
Oct 1990 - Oct 2000 |
9.14%
Oct 1990 - Oct 2005 |
Annualized Rolling Returns Comparison Chart