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Victory Growth & Income Class A (USGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.78+0.06 (+0.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.40%
5-year average return12.59%
Number of years up9
Number of years down4
Best 1-yr total return (27 Mar 2024)35.49%
Worst 1-yr total return (27 Mar 2024)N/A
Best 3-yr total return35.49%
Worst 3-yr total return5.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUSGIXCategory
YTD11.40%5.31%
1-month4.00%-4.19%
3-month11.40%3.90%
1-year31.79%20.31%
3-year10.65%6.48%
5-year12.44%11.78%
10-year10.30%10.96%
Last bull market35.25%25.56%
Last bear market-15.24%-15.11%

Annual total return (%) history

Year
USGIXCategory
2024
N/AN/A
2023
26.77%22.32%
2022
-18.53%-16.96%
2021
22.69%26.07%
2020
17.12%15.83%
2019
21.46%28.78%
2018
-8.98%-6.27%
2017
20.27%20.44%
2016
11.62%10.37%
2015
-0.83%-1.07%
2014
10.90%10.96%
2013
35.49%31.50%
2012
12.10%14.96%
2011
-2.85%-1.27%
2010
N/A14.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.40%N/AN/AN/A
20237.16%8.66%-2.86%12.08%
2022-5.29%-15.24%-5.14%6.98%
20214.20%8.23%-0.42%9.25%
2020-20.83%21.64%9.58%10.98%
201911.73%3.71%-2.03%6.98%
2018-1.61%2.71%5.20%-14.39%
20175.72%3.66%2.79%6.77%
2016-1.68%-0.15%7.22%6.05%
20150.69%1.77%-8.34%5.59%
20141.22%4.70%0.96%3.64%
20139.44%3.45%7.13%11.71%
201213.29%-6.64%6.76%-0.73%
20114.85%0.11%-17.04%11.55%
201010.93%N/AN/AN/A

Rank in category (by total return)

YTD24
1-month19
3-month24
1-year17
3-year40
5-year76

Load adjusted returns

1-year24.21%
3-year8.48%
5-year11.11%
10-year9.65%