Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VBFCX (VICTORY STRATEGIC ALLOCATION FUND (FORMERLY VICTORY BALANCED FUND) CLASS C) | NA | 5.75% | 3.29% | 6.82% | 4.48% | 5.58% | 4.95% | … | … |
Data as of 04/30/2025, Common starting date 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.22 | 5.75 | 3.29 | 6.82 | 4.48 | 5.58 | 4.95 | … | … | -1.23 | 8.79 | 11.13 | -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 | 0.22 | 0.01 | 0.45 | 0.30 | NA | NA | … | … | -0.47 | 0.64 | 0.86 | -1.15 | 1.39 | 0.57 | 2.22 | -1.17 | 2.99 | 0.35 | -0.14 | 0.57 | 2.64 | 1.27 | -0.19 | 0.83 | 1.20 | -1.16 | 0.50 | 0.81 | 0.44 | 0.93 | 2.47 |
| Standard Deviation(%) | NA | 10.68 | 11.15 | 10.71 | 10.50 | NA | NA | … | … | 14.55 | 8.09 | 8.75 | 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 | 11.07 | 13.06 | 18.98 | 23.54 | NA | NA | … | … | 10.60 | 5.03 | 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 | 4.29 | 2.59 | 2.93 | 2.75 | 3.54 | 3.57 | … | … | 0.23 | 4.28 | 2.99 | 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, Common starting date 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 |
7.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart