Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VICIX (VICTORY INCORE INVESTMENT GRADE CONVERTIBLE FUND CLASS I) | 4.36% | 10.07% | 8.78% | 2.93% | 7.68% | 7.49% | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VICIX (VICTORY INCORE INVESTMENT GRADE CONVERTIBLE FUND CLASS I) | 09/19/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 10.07 | 8.78 | 2.93 | 7.68 | 7.49 | NA | … | … | 4.36 | 5.45 | 9.85 | 8.31 | -12.17 | 9.55 | 11.81 | 20.47 | -0.07 | 18.92 | 5.96 | -0.79 | 12.45 | 20.87 | 9.31 | -3.98 | 10.89 | 27.77 | -30.58 | -10.40 |
| Sharpe Ratio | NA | 1.20 | 0.82 | 0.05 | 0.63 | NA | NA | … | … | 1.12 | 0.34 | 1.10 | 0.63 | -1.16 | 1.15 | 0.62 | 2.97 | -0.15 | 3.42 | 0.70 | -0.09 | 1.47 | 2.62 | 1.18 | -0.35 | 1.17 | 2.07 | -1.41 | -1.87 |
| Standard Deviation(%) | NA | 6.20 | 6.78 | 8.19 | 9.58 | NA | NA | … | … | 7.11 | 7.69 | 5.68 | 7.41 | 11.75 | 8.31 | 18.51 | 6.39 | 9.84 | 5.36 | 8.20 | 9.21 | 8.44 | 7.96 | 7.88 | 11.54 | 9.21 | 13.39 | 22.33 | 18.56 |
| Draw Down(%) | NA | 4.28 | 8.53 | 16.26 | 23.79 | NA | NA | … | … | 4.28 | 6.86 | 3.46 | 6.18 | 14.93 | 4.36 | 23.79 | 2.60 | 8.17 | 2.09 | 7.50 | 9.66 | 6.14 | 5.25 | 7.14 | 13.13 | 7.35 | 14.55 | 41.99 | 14.04 |
| Yield(%) | 0.00 | 3.88 | 3.29 | 3.55 | 5.26 | 5.32 | 3.66 | … | … | 0.16 | 4.70 | 2.31 | 3.24 | 1.30 | 8.70 | 5.52 | 6.23 | 5.71 | 4.00 | 1.88 | 2.80 | 2.46 | 4.08 | 0.94 | 4.13 | 3.80 | 6.12 | 3.03 | 2.59 |
Data as of 06/05/2026, Common starting date is 09/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VICIX (VICTORY INCORE INVESTMENT GRADE CONVERTIBLE FUND CLASS I) |
-5.52%
Oct 2007 – Oct 2010 |
-1.98%
Oct 2007 – Oct 2012 |
4.49%
Oct 2007 – Oct 2017 |
4.90%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VICIX (VICTORY INCORE INVESTMENT GRADE CONVERTIBLE FUND CLASS I) |
16.78%
Feb 2009 – Feb 2012 |
15.21%
Feb 2009 – Feb 2014 |
11.37%
Feb 2009 – Feb 2019 |
9.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart