Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VCTR (Victory Capital Holdings, Inc.) | 41.72% | 46.09% | 44.94% | 28.14% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/09/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCTR (Victory Capital Holdings, Inc.) | 02/09/2018 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.32 | 46.09 | 44.94 | 28.14 | NA | NA | NA | … | … | 41.72 | -0.76 | 95.94 | 33.46 | -23.85 | 49.72 | 19.79 | 106.28 | -17.51 |
| Sharpe Ratio | NA | 1.20 | 1.25 | 0.70 | NA | NA | NA | … | … | 3.00 | -0.10 | 2.89 | 1.09 | -0.62 | 1.34 | 0.36 | 2.81 | -0.49 |
| Standard Deviation(%) | NA | 30.78 | 32.58 | 34.92 | NA | NA | NA | … | … | 35.30 | 35.94 | 31.94 | 27.48 | 41.11 | 37.19 | 53.70 | 37.36 | 42.41 |
| Draw Down(%) | NA | 18.13 | 28.06 | 45.22 | NA | NA | NA | … | … | 18.13 | 26.85 | 15.77 | 15.88 | 36.76 | 22.11 | 44.90 | 24.66 | 43.61 |
| Yield(%) | 0.00 | 3.13 | 5.14 | 4.47 | 5.75 | 3.83 | 2.88 | … | … | 0.76 | 2.95 | 4.61 | 4.73 | 2.76 | 2.13 | 1.08 | 0.95 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCTR (Victory Capital Holdings, Inc.) |
10.95%
Dec 2019 – Dec 2022 |
20.86%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCTR (Victory Capital Holdings, Inc.) |
71.06%
Oct 2018 – Oct 2021 |
36.45%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart