Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VETAX (VICTORY SYCAMORE ESTABLISHED VALUE FUND (FORMERLY VICTORY ESTABLISHED VALUE FUND) CLASS A) | 10.88% | 16.56% | 11.57% | 4.16% | 8.78% | 9.96% | 9.34% | … | … |
Data as of 06/05/2026, Common starting date is 05/19/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VETAX (VICTORY SYCAMORE ESTABLISHED VALUE FUND (FORMERLY VICTORY ESTABLISHED VALUE FUND) CLASS A) | 05/19/2000 | 06/05/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.89 | 16.56 | 11.57 | 4.16 | 8.78 | 9.96 | 9.34 | … | … | 10.88 | 2.31 | 9.81 | 10.06 | -8.68 | 23.10 | 3.53 | 28.38 | -10.33 | 15.67 | 20.65 | 0.77 | 11.97 | 34.44 | 12.13 | 0.11 | 21.43 | 34.34 | -29.02 | 7.53 | 14.85 | 13.14 | 16.52 | 33.30 | -9.66 | -6.38 | 12.55 |
| Sharpe Ratio | NA | 1.01 | 0.50 | 0.08 | 0.36 | NA | NA | … | … | 1.81 | -0.03 | 0.33 | 0.45 | -0.45 | 1.31 | 0.08 | 2.14 | -0.80 | 1.88 | 1.48 | 0.05 | 0.55 | 2.88 | 0.87 | 0.00 | 1.14 | 1.25 | -0.85 | 0.28 | 0.96 | 0.96 | 1.37 | 2.23 | -0.51 | -0.51 | 1.02 |
| Standard Deviation(%) | NA | 12.29 | 16.57 | 18.04 | 19.83 | NA | NA | … | … | 12.98 | 17.38 | 18.71 | 14.40 | 22.76 | 17.64 | 40.52 | 12.55 | 14.68 | 8.02 | 13.79 | 14.34 | 21.80 | 11.93 | 14.02 | 25.00 | 18.70 | 27.50 | 35.18 | 15.91 | 11.90 | 11.39 | 11.34 | 14.61 | 21.03 | 17.66 | 16.60 |
| Draw Down(%) | NA | 7.49 | 25.03 | 25.03 | 41.04 | NA | NA | … | … | 7.49 | 17.81 | 13.59 | 12.73 | 16.05 | 11.33 | 41.04 | 6.53 | 20.87 | 4.12 | 9.00 | 9.72 | 13.09 | 6.21 | 9.56 | 24.06 | 14.73 | 25.52 | 46.08 | 12.82 | 11.46 | 7.07 | 7.51 | 12.26 | 27.88 | 25.15 | 8.45 |
| Yield(%) | 0.00 | 4.88 | 7.61 | 4.42 | 5.77 | 7.79 | 7.49 | … | … | 0.53 | 4.40 | 11.15 | 6.08 | 1.23 | 1.75 | 1.14 | 7.07 | 8.37 | 3.38 | 1.80 | 10.49 | 14.45 | 8.84 | 3.60 | 3.26 | 8.18 | 2.74 | 0.75 | 12.43 | 19.15 | 11.37 | 11.36 | 10.52 | 0.65 | 18.74 | 8.74 |
Data as of 06/05/2026, Common starting date is 05/19/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VETAX (VICTORY SYCAMORE ESTABLISHED VALUE FUND (FORMERLY VICTORY ESTABLISHED VALUE FUND) CLASS A) |
-10.33%
Feb 2006 – Feb 2009 |
-0.98%
Feb 2004 – Feb 2009 |
6.17%
Aug 2000 – Aug 2010 |
7.79%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VETAX (VICTORY SYCAMORE ESTABLISHED VALUE FUND (FORMERLY VICTORY ESTABLISHED VALUE FUND) CLASS A) |
27.34%
Feb 2009 – Feb 2012 |
24.00%
Feb 2009 – Feb 2014 |
16.53%
Feb 2009 – Feb 2019 |
13.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart