Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VCTR (Victory Capital Holdings, Inc.) | 0.61% | 28.10% | 46.87% | 32.62% | NA | NA | NA | 29.52% |
Data as of 07/14/2025, AR inception is 02/09/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCTR (Victory Capital Holdings, Inc.) | 02/09/2018 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.36 | 28.10 | 46.87 | 32.62 | NA | NA | NA | 29.52 | 0.61 | 95.94 | 33.46 | -23.85 | 49.72 | 19.79 | 106.28 | -17.51 |
| Sharpe Ratio | NA | 0.75 | 1.24 | 0.84 | NA | NA | NA | 0.65 | -0.06 | 2.89 | 1.09 | -0.62 | 1.34 | 0.36 | 2.81 | -0.49 |
| Standard Deviation(%) | NA | 39.17 | 33.53 | 35.43 | NA | NA | NA | 39.63 | 41.79 | 31.94 | 27.48 | 41.11 | 37.19 | 53.70 | 37.36 | 42.41 |
| Draw Down(%) | NA | 28.06 | 28.06 | 45.22 | NA | NA | NA | 45.22 | 26.85 | 15.77 | 15.88 | 36.76 | 22.11 | 44.90 | 24.66 | 43.61 |
| Yield(%) | 0.00 | 3.47 | 6.31 | 5.97 | 4.56 | 3.04 | 2.28 | 6.52 | 1.46 | 4.61 | 4.73 | 2.76 | 2.13 | 1.08 | 0.95 | 0.00 |
Data as of 07/14/2025, AR inception 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 |
34.42%
Oct 2019 - Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart