Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VEVIX (VICTORY SYCAMORE ESTABLISHED VALUE FUND (FORMERLY VICTORY ESTABLISHED VALUE FUND) CLASS I) | 2.13% | 5.72% | 10.57% | 15.58% | 10.43% | 12.44% | NA | 12.24% |
Data as of 07/11/2025, AR inception is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VEVIX (VICTORY SYCAMORE ESTABLISHED VALUE FUND (FORMERLY VICTORY ESTABLISHED VALUE FUND) CLASS I) | 03/05/2010 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 5.72 | 10.57 | 15.58 | 10.43 | 12.44 | NA | 12.24 | 2.13 | 10.12 | 10.42 | -2.54 | 31.92 | 8.12 | 28.79 | -10.05 | 16.02 | 20.78 | 1.08 | 12.44 | 34.88 | 12.54 | 0.48 | 16.35 |
| Sharpe Ratio | NA | 0.14 | 0.44 | 0.78 | 0.47 | NA | NA | 0.58 | 0.05 | 0.53 | 0.47 | -0.18 | 1.95 | 0.19 | 2.18 | -0.78 | 1.93 | 1.49 | 0.07 | 0.57 | 2.93 | 0.90 | 0.02 | 1.03 |
| Standard Deviation(%) | NA | 17.77 | 16.44 | 17.46 | 19.27 | NA | NA | 18.99 | 21.14 | 12.33 | 14.41 | 21.72 | 16.35 | 40.27 | 12.53 | 14.65 | 8.00 | 13.81 | 14.37 | 21.93 | 11.90 | 14.02 | 25.01 | 19.31 |
| Draw Down(%) | NA | 20.28 | 20.28 | 20.28 | 41.01 | NA | NA | 41.01 | 17.78 | 8.15 | 12.51 | 15.93 | 7.34 | 41.01 | 6.50 | 20.77 | 4.07 | 8.97 | 9.74 | 13.15 | 6.18 | 9.56 | 23.96 | 14.71 |
| Yield(%) | 0.00 | 10.76 | 8.92 | 11.01 | 8.50 | 11.81 | 8.62 | 11.50 | 0.61 | 11.49 | 6.40 | 7.46 | 10.35 | 5.58 | 7.43 | 8.66 | 3.68 | 1.88 | 10.85 | 14.84 | 9.25 | 3.99 | 3.59 | 7.95 |
Data as of 07/11/2025, AR inception is 03/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VEVIX (VICTORY SYCAMORE ESTABLISHED VALUE FUND (FORMERLY VICTORY ESTABLISHED VALUE FUND) CLASS I) |
-3.33%
Mar 2017 - Mar 2020 |
2.04%
Mar 2015 - Mar 2020 |
9.45%
Apr 2010 - Apr 2020 |
11.22%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VEVIX (VICTORY SYCAMORE ESTABLISHED VALUE FUND (FORMERLY VICTORY ESTABLISHED VALUE FUND) CLASS I) |
26.02%
Mar 2020 - Mar 2023 |
18.51%
Mar 2020 - Mar 2025 |
15.57%
Sep 2011 - Sep 2021 |
12.52%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart