Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SBFMX (Victory Portfolios - Victory INCORE Investment Grade Convertible Fund) | 2.36% | 6.83% | 6.35% | NA | NA | NA | NA | 6.65% |
Data as of 07/15/2025, AR inception is 11/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBFMX (Victory Portfolios - Victory INCORE Investment Grade Convertible Fund) | 11/03/2020 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 6.83 | 6.35 | NA | NA | NA | NA | 6.65 | 2.36 | 9.63 | 8.12 | -11.53 | 11.23 | 8.39 |
| Sharpe Ratio | NA | 0.57 | 0.40 | NA | NA | NA | NA | 0.41 | 0.25 | 1.06 | 0.61 | -1.11 | 1.38 | 8.05 |
| Standard Deviation(%) | NA | 7.88 | 8.02 | NA | NA | NA | NA | 8.64 | 9.45 | 5.64 | 7.40 | 11.75 | 8.14 | 8.21 |
| Draw Down(%) | NA | 8.65 | 9.71 | NA | NA | NA | NA | 15.01 | 6.92 | 3.50 | 6.23 | 15.01 | 3.77 | 1.19 |
| Yield(%) | 0.00 | 1.76 | 2.50 | 3.77 | 1.88 | 1.26 | 0.94 | 4.71 | 0.94 | 2.05 | 2.96 | 1.88 | 10.00 | 0.19 |
Data as of 07/15/2025, AR inception is 11/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBFMX (Victory Portfolios - Victory INCORE Investment Grade Convertible Fund) |
-0.27%
Apr 2021 - Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBFMX (Victory Portfolios - Victory INCORE Investment Grade Convertible Fund) |
6.05%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart