Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VBFGX (VICTORY STRATEGIC ALLOCATION FUND (FORMERLY VICTORY BALANCED FUND) CLASS R) | NA | 14.33% | 3.19% | 6.92% | 5.76% | 8.17% | 5.72% | 4.40% |
Data as of 03/28/2024, AR inception is 12/21/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VBFGX (VICTORY STRATEGIC ALLOCATION FUND (FORMERLY VICTORY BALANCED FUND) CLASS R) | 12/21/1999 | 03/28/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 14.33 | 3.19 | 6.92 | 5.76 | 8.17 | 5.72 | 4.40 | 4.38 | 11.75 | -12.36 | 12.28 | 11.48 | 17.32 | -7.27 | 14.17 | 3.61 | -0.96 | 7.25 | 21.60 | 11.48 | -2.63 | 9.65 | 19.95 | -26.40 | 8.50 | 10.13 | 5.90 | 8.01 | 14.43 | -10.67 | -9.62 | -2.15 | 1.81 |
| Sharpe Ratio | NA | 1.28 | 0.09 | 0.44 | 0.45 | NA | NA | 0.27 | 2.09 | 0.86 | -0.98 | 1.46 | 0.60 | 2.32 | -1.10 | 3.39 | 0.41 | -0.10 | 0.61 | 2.71 | 1.33 | -0.17 | 0.86 | 1.24 | -1.15 | 0.56 | 0.88 | 0.54 | 0.95 | 1.43 | -0.90 | -0.99 | -0.48 | 13.14 |
| Standard Deviation(%) | NA | 8.21 | 10.58 | 12.14 | 10.59 | NA | NA | 11.68 | 7.51 | 8.78 | 14.01 | 8.38 | 18.54 | 6.86 | 7.85 | 4.01 | 8.38 | 9.81 | 11.90 | 7.97 | 8.66 | 15.56 | 11.16 | 15.95 | 23.78 | 9.91 | 7.82 | 6.87 | 7.42 | 9.61 | 13.13 | 12.28 | 13.02 | 6.61 |
| Draw Down(%) | NA | 8.76 | 18.56 | 23.47 | 23.47 | NA | NA | 39.11 | 2.38 | 8.76 | 18.43 | 3.96 | 23.47 | 4.46 | 12.57 | 1.25 | 7.54 | 7.34 | 7.18 | 4.17 | 7.55 | 15.68 | 11.72 | 16.91 | 34.65 | 5.71 | 6.41 | 5.22 | 5.28 | 8.30 | 17.99 | 14.27 | 9.67 | 0.14 |
| Yield(%) | 0.26 | 2.97 | 3.53 | 3.56 | 3.75 | 5.18 | 4.12 | 3.23 | 0.27 | 3.41 | 3.34 | 4.16 | 1.11 | 4.09 | 3.56 | 4.12 | 1.14 | 1.73 | 8.46 | 3.27 | 1.02 | 3.88 | 1.33 | 1.98 | 1.72 | 12.41 | 2.38 | 1.23 | 1.74 | 1.73 | 2.07 | 1.86 | 2.15 | 0.29 |
Data as of 03/28/2024, AR inception is 12/21/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBFGX (VICTORY STRATEGIC ALLOCATION FUND (FORMERLY VICTORY BALANCED FUND) CLASS R) |
-9.17%
Mar 2000 - Mar 2003 |
-2.57%
Feb 2004 - Feb 2009 |
0.12%
Aug 2000 - Aug 2010 |
3.15%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBFGX (VICTORY STRATEGIC ALLOCATION FUND (FORMERLY VICTORY BALANCED FUND) CLASS R) |
15.45%
Sep 2011 - Sep 2014 |
14.20%
Feb 2009 - Feb 2014 |
9.25%
Feb 2009 - Feb 2019 |
8.30%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart