Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VBFCX (VICTORY STRATEGIC ALLOCATION FUND (FORMERLY VICTORY BALANCED FUND) CLASS C) | -1.24% | 2.97% | 2.03% | 6.04% | 4.09% | 5.32% | 4.75% | 5.40% |
Data as of 04/30/2025, AR inception is 03/06/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VBFCX (VICTORY STRATEGIC ALLOCATION FUND (FORMERLY VICTORY BALANCED FUND) CLASS C) | 03/06/2003 | 04/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.22 | 2.97 | 2.03 | 6.04 | 4.09 | 5.32 | 4.75 | 5.40 | -1.24 | 5.94 | 10.00 | -15.21 | 11.68 | 10.92 | 16.75 | -7.75 | 12.51 | 3.16 | -1.38 | 6.82 | 21.14 | 10.91 | -2.92 | 9.30 | 19.37 | -26.71 | 8.06 | 9.72 | 5.33 | 7.85 | 18.81 |
| Sharpe Ratio | NA | -0.31 | -0.21 | 0.31 | 0.23 | NA | NA | 0.35 | -0.50 | -0.07 | 0.66 | -1.15 | 1.39 | 0.57 | 2.23 | -1.16 | 2.99 | 0.35 | -0.14 | 0.57 | 2.64 | 1.27 | -0.19 | 0.83 | 1.20 | -1.16 | 0.51 | 0.83 | 0.46 | 0.93 | 2.47 |
| Standard Deviation(%) | NA | 11.49 | 11.43 | 10.89 | 10.59 | NA | NA | 11.54 | 14.57 | 9.12 | 8.81 | 14.47 | 8.36 | 18.52 | 6.88 | 7.87 | 3.99 | 8.42 | 9.81 | 11.94 | 8.00 | 8.61 | 15.58 | 11.11 | 16.03 | 23.78 | 9.92 | 7.78 | 6.90 | 7.40 | 9.12 |
| Draw Down(%) | NA | 13.60 | 13.60 | 18.98 | 23.54 | NA | NA | 39.49 | 10.80 | 6.29 | 8.87 | 18.76 | 4.02 | 23.54 | 4.47 | 12.92 | 1.99 | 7.60 | 7.39 | 7.17 | 4.16 | 7.62 | 15.89 | 11.77 | 17.03 | 34.91 | 5.76 | 6.42 | 5.18 | 5.31 | 4.88 |
| Yield(%) | 0.00 | 1.43 | 1.30 | 1.99 | 2.28 | 3.16 | 3.29 | 3.79 | 0.23 | 1.37 | 1.88 | 0.53 | 3.74 | 0.61 | 3.56 | 3.33 | 3.93 | 0.89 | 1.32 | 8.19 | 2.92 | 0.61 | 3.53 | 0.97 | 1.58 | 1.39 | 12.06 | 1.98 | 0.74 | 1.57 | 0.93 |
Data as of 04/30/2025, AR inception is 03/06/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBFCX (VICTORY STRATEGIC ALLOCATION FUND (FORMERLY VICTORY BALANCED FUND) CLASS C) |
-8.61%
Feb 2006 - Feb 2009 |
-2.93%
Feb 2004 - Feb 2009 |
3.75%
Oct 2013 - Oct 2023 |
3.40%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBFCX (VICTORY STRATEGIC ALLOCATION FUND (FORMERLY VICTORY BALANCED FUND) CLASS C) |
14.96%
Sep 2011 - Sep 2014 |
13.74%
Feb 2009 - Feb 2014 |
8.67%
Feb 2009 - Feb 2019 |
7.46%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart