Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SSVSX (VICTORY SPECIAL VALUE FUND CLASS A) | -74.02% | -70.16% | -26.23% | -10.79% | -3.60% | 0.45% | 1.48% | 4.80% |
Data as of 05/08/2025, AR inception is 12/22/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSVSX (VICTORY SPECIAL VALUE FUND CLASS A) | 12/22/1993 | 05/08/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -70.24 | -70.16 | -26.23 | -10.79 | -3.60 | 0.45 | 1.48 | 4.80 | -74.02 | 12.83 | 13.36 | -26.52 | 14.99 | 9.39 | 28.08 | -13.49 | 26.15 | 3.84 | -3.54 | 6.59 | 30.69 | 10.17 | -10.63 | 20.32 | 32.60 | -43.80 | 13.76 | 17.13 | 18.90 | 17.85 | 29.07 | -9.27 | 5.86 | 24.52 | -1.27 | -9.08 | 27.79 | 19.23 | 23.44 | 0.76 | 2.66 |
| Sharpe Ratio | NA | -0.65 | -0.53 | -0.37 | -0.22 | NA | NA | 0.05 | -0.49 | 0.34 | 0.57 | -0.98 | 0.63 | 0.25 | 1.93 | -0.80 | 3.09 | 0.29 | -0.22 | 0.52 | 2.47 | 0.71 | -0.36 | 0.93 | 1.02 | -1.03 | 0.59 | 0.99 | 1.19 | 1.31 | 1.91 | -0.45 | 0.18 | 1.01 | -0.33 | -0.69 | 2.00 | 1.71 | 2.81 | -0.27 | 57.82 |
| Standard Deviation(%) | NA | 123.77 | 73.41 | 58.70 | 43.83 | NA | NA | 29.48 | 207.64 | 18.59 | 16.14 | 28.53 | 23.86 | 36.22 | 13.84 | 18.54 | 8.28 | 12.40 | 16.03 | 12.63 | 12.39 | 14.38 | 29.22 | 21.66 | 31.71 | 43.21 | 18.20 | 14.04 | 14.02 | 12.87 | 14.87 | 22.87 | 19.82 | 20.26 | 13.50 | 17.88 | 12.08 | 9.14 | 6.97 | 8.20 | 3.45 |
| Draw Down(%) | NA | 77.76 | 77.76 | 79.04 | 79.04 | NA | NA | 79.04 | 75.12 | 14.45 | 9.29 | 28.14 | 18.74 | 37.24 | 7.96 | 23.99 | 3.45 | 9.83 | 11.23 | 10.25 | 6.15 | 11.25 | 29.89 | 17.21 | 27.47 | 57.14 | 13.38 | 13.86 | 9.05 | 9.21 | 13.43 | 28.62 | 23.13 | 8.49 | 14.71 | 33.75 | 9.18 | 8.18 | 4.51 | 8.09 | 0.00 |
| Yield(%) | 0.00 | 13.31 | 11.35 | 13.12 | 8.58 | 8.83 | 7.95 | 10.99 | 0.00 | 14.82 | 10.94 | 8.09 | 20.09 | 0.00 | 4.10 | 9.59 | 0.48 | 1.16 | 0.31 | 0.00 | 0.00 | 0.00 | 0.05 | 0.09 | 0.30 | 0.17 | 6.65 | 5.81 | 11.28 | 20.53 | 0.44 | 0.56 | 10.81 | 19.69 | 5.86 | 4.16 | 9.95 | 8.45 | 1.48 | 1.26 | 0.07 |
Data as of 05/08/2025, AR inception is 12/22/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSVSX (VICTORY SPECIAL VALUE FUND CLASS A) |
-16.05%
Feb 2006 - Feb 2009 |
-4.25%
May 2007 - May 2012 |
2.39%
May 2007 - May 2017 |
4.45%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSVSX (VICTORY SPECIAL VALUE FUND CLASS A) |
27.60%
Mar 2003 - Mar 2006 |
20.87%
Sep 2002 - Sep 2007 |
12.44%
Feb 2009 - Feb 2019 |
12.69%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart