Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VSVCX (VICTORY SPECIAL VALUE FUND CLASS C) | -12.98% | 3.13% | 8.42% | 13.92% | 8.36% | 7.97% | 6.61% | 8.20% |
Data as of 04/30/2025, AR inception is 03/06/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSVCX (VICTORY SPECIAL VALUE FUND CLASS C) | 03/06/2003 | 04/30/2025 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.13 | 8.42 | 13.92 | 8.36 | 7.97 | 6.61 | 8.20 | -12.98 | 7.61 | 9.57 | -28.82 | 10.51 | 7.81 | 26.96 | -14.37 | 24.96 | 2.93 | -4.37 | 5.66 | 29.42 | 9.24 | -11.49 | 19.20 | 31.30 | -44.31 | 12.69 | 16.07 | 6.50 | 17.03 | 37.43 |
| Sharpe Ratio | NA | -0.73 | -0.39 | -0.10 | 0.00 | NA | NA | 0.17 | -1.40 | 0.05 | 0.30 | -1.03 | 0.40 | 0.21 | 1.85 | -0.85 | 2.95 | 0.22 | -0.27 | 0.44 | 2.36 | 0.65 | -0.39 | 0.89 | 0.98 | -1.04 | 0.53 | 0.92 | 0.26 | 1.25 | 3.29 |
| Standard Deviation(%) | NA | 25.14 | 23.54 | 23.82 | 21.96 | NA | NA | 22.03 | 26.94 | 21.17 | 17.60 | 29.50 | 26.29 | 36.31 | 13.83 | 18.46 | 8.28 | 12.41 | 16.01 | 12.69 | 12.46 | 14.37 | 29.22 | 21.56 | 31.72 | 43.20 | 18.23 | 14.03 | 16.84 | 12.86 | 14.07 |
| Draw Down(%) | NA | 30.46 | 30.46 | 41.73 | 41.73 | NA | NA | 60.48 | 19.01 | 17.79 | 10.29 | 30.39 | 21.29 | 37.33 | 8.06 | 24.70 | 3.53 | 9.91 | 11.32 | 10.50 | 6.24 | 11.26 | 30.16 | 17.34 | 27.65 | 57.29 | 13.43 | 14.00 | 12.30 | 9.45 | 4.29 |
| Yield(%) | 0.00 | 17.89 | 13.34 | 16.38 | 9.81 | 9.25 | 7.77 | 10.24 | 0.00 | 19.15 | 13.67 | 9.79 | 23.36 | 4.32 | 4.17 | 10.52 | 0.00 | 0.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 6.42 | 5.46 | 0.00 | 20.47 | 0.19 |
Data as of 04/30/2025, AR inception is 03/06/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSVCX (VICTORY SPECIAL VALUE FUND CLASS C) |
-16.84%
Feb 2006 - Feb 2009 |
-6.42%
Feb 2004 - Feb 2009 |
1.45%
May 2007 - May 2017 |
3.17%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSVCX (VICTORY SPECIAL VALUE FUND CLASS C) |
24.01%
Dec 2018 - Dec 2021 |
19.25%
Feb 2009 - Feb 2014 |
11.61%
Dec 2011 - Dec 2021 |
11.94%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart