Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VBFIX (VICTORY STRATEGIC ALLOCATION FUND (FORMERLY VICTORY BALANCED FUND) CLASS I) | NA | -69.05% | -29.78% | -15.41% | -6.49% | -1.38% | NA | … | … |
Data as of 05/08/2025, Common starting date is 09/21/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VBFIX (VICTORY STRATEGIC ALLOCATION FUND (FORMERLY VICTORY BALANCED FUND) CLASS I) | 09/21/2007 | 05/08/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -70.32 | -69.05 | -29.78 | -15.41 | -6.49 | -1.38 | NA | … | … | -70.60 | 9.91 | 12.31 | -14.32 | 12.79 | 12.07 | 18.44 | -6.76 | 14.71 | 4.15 | -0.44 | 7.88 | 22.31 | 12.04 | -1.42 | 10.46 | 20.88 | -25.81 | -0.47 |
| Sharpe Ratio | NA | -0.59 | -0.47 | -0.31 | -0.20 | NA | NA | … | … | -0.48 | 0.78 | 1.00 | -1.09 | 1.52 | 0.63 | 2.47 | -1.04 | 3.55 | 0.47 | -0.05 | 0.66 | 2.78 | 1.40 | -0.09 | 0.93 | 1.30 | -1.12 | -0.40 |
| Standard Deviation(%) | NA | 122.43 | 71.14 | 55.46 | 39.86 | NA | NA | … | … | 207.18 | 8.11 | 8.77 | 14.45 | 8.38 | 18.56 | 6.86 | 7.87 | 3.97 | 8.42 | 9.80 | 11.91 | 8.01 | 8.61 | 15.61 | 11.12 | 16.04 | 23.79 | 10.40 |
| Draw Down(%) | NA | 71.58 | 71.58 | 71.58 | 71.58 | NA | NA | … | … | 71.48 | 4.99 | 8.68 | 18.09 | 3.92 | 23.41 | 4.43 | 12.16 | 1.18 | 7.57 | 7.27 | 7.15 | 4.11 | 7.47 | 15.50 | 11.68 | 16.83 | 34.23 | 4.40 |
| Yield(%) | 0.00 | 5.00 | 3.56 | 4.00 | 3.73 | 4.87 | 3.56 | … | … | 0.42 | 5.17 | 3.89 | 1.37 | 4.66 | 1.58 | 5.11 | 3.97 | 4.47 | 1.68 | 2.24 | 9.05 | 3.83 | 1.60 | 4.60 | 2.06 | 2.77 | 2.39 | 10.74 |
Data as of 05/08/2025, Common starting date is 09/21/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBFIX (VICTORY STRATEGIC ALLOCATION FUND (FORMERLY VICTORY BALANCED FUND) CLASS I) |
-2.72%
Oct 2007 – Oct 2010 |
0.94%
Oct 2007 – Oct 2012 |
4.95%
Oct 2013 – Oct 2023 |
4.71%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBFIX (VICTORY STRATEGIC ALLOCATION FUND (FORMERLY VICTORY BALANCED FUND) CLASS I) |
16.29%
Feb 2009 – Feb 2012 |
15.09%
Feb 2009 – Feb 2014 |
9.96%
Feb 2009 – Feb 2019 |
8.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart