Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VSVGX (VICTORY SPECIAL VALUE FUND CLASS R) | -63.95% | -58.68% | -17.96% | -4.39% | -0.35% | 2.59% | 3.01% | 3.85% |
Data as of 05/08/2025, AR inception is 12/21/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSVGX (VICTORY SPECIAL VALUE FUND CLASS R) | 12/21/1999 | 05/08/2025 |
| 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 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -58.65 | -58.68 | -17.96 | -4.39 | -0.35 | 2.59 | 3.01 | 3.85 | -63.95 | 11.07 | 12.05 | -27.35 | 13.47 | 8.86 | 27.69 | -13.75 | 25.76 | 3.52 | -3.75 | 6.28 | 30.20 | 9.83 | -10.90 | 19.96 | 32.02 | -43.96 | 13.39 | 16.83 | 18.60 | 17.50 | 28.80 | -9.97 | -5.32 | 4.92 | 4.53 |
| Sharpe Ratio | NA | -0.76 | -0.58 | -0.37 | -0.21 | NA | NA | 0.01 | -0.64 | 0.23 | 0.47 | -1.00 | 0.55 | 0.24 | 1.90 | -0.82 | 3.05 | 0.27 | -0.24 | 0.49 | 2.43 | 0.68 | -0.37 | 0.92 | 1.01 | -1.03 | 0.57 | 0.97 | 1.17 | 1.29 | 1.89 | -0.48 | -0.34 | 0.03 | 41.92 |
| Standard Deviation(%) | NA | 91.69 | 55.71 | 45.63 | 35.21 | NA | NA | 28.13 | 152.28 | 19.33 | 16.58 | 28.80 | 24.64 | 36.25 | 13.81 | 18.45 | 8.27 | 12.39 | 16.01 | 12.67 | 12.42 | 14.40 | 29.18 | 21.67 | 31.64 | 43.26 | 18.21 | 14.06 | 14.08 | 12.88 | 14.85 | 22.87 | 22.88 | 26.99 | 9.29 |
| Draw Down(%) | NA | 69.52 | 69.52 | 72.31 | 72.31 | NA | NA | 72.31 | 65.46 | 15.52 | 9.40 | 28.93 | 19.60 | 37.27 | 8.02 | 24.23 | 3.50 | 9.87 | 11.28 | 10.31 | 6.25 | 11.22 | 30.01 | 17.23 | 27.53 | 57.20 | 13.38 | 13.91 | 9.11 | 9.35 | 13.44 | 28.69 | 23.13 | 20.60 | 0.32 |
| Yield(%) | 0.00 | 14.57 | 12.15 | 14.69 | 9.26 | 9.39 | 8.25 | 8.52 | 0.00 | 16.20 | 11.83 | 8.65 | 21.19 | 3.95 | 3.94 | 9.87 | 0.21 | 0.93 | 0.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.09 | 0.06 | 6.57 | 5.71 | 11.41 | 20.60 | 0.19 | 0.02 | 0.03 | 0.25 | 0.12 |
Data as of 05/08/2025, AR inception is 12/21/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSVGX (VICTORY SPECIAL VALUE FUND CLASS R) |
-16.34%
Feb 2006 - Feb 2009 |
-4.59%
May 2007 - May 2012 |
2.06%
May 2007 - May 2017 |
4.36%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSVGX (VICTORY SPECIAL VALUE FUND CLASS R) |
27.20%
Mar 2003 - Mar 2006 |
20.54%
Sep 2002 - Sep 2007 |
12.29%
Dec 2011 - Dec 2021 |
12.61%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart