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Victory Sycamore Established Value Fund (VETAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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47.96+0.05 (+0.10%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.96%
5-year average return10.91%
Number of years up18
Number of years down5
Best 1-yr total return (2 Jul 2024)34.43%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return34.43%
Worst 3-yr total return7.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVETAXCategory
YTD4.53%21.28%
1-month-1.62%-1.96%
3-month-4.22%4.90%
1-year10.71%55.83%
3-year6.19%11.08%
5-year11.31%11.93%
10-year10.27%10.64%
Last bull market24.95%25.54%
Last bear market-11.31%-22.08%

Annual total return (%) history

Year
VETAXCategory
2024
N/AN/A
2023
9.95%N/A
2022
-2.82%N/A
2021
31.48%N/A
2020
7.80%2.63%
2019
28.36%25.18%
2018
-10.23%-12.86%
2017
15.66%13.22%
2016
20.66%18.06%
2015
0.68%-5.41%
2014
11.90%9.31%
2013
34.43%35.14%
2012
12.12%16.60%
2011
0.10%-3.96%
2010
21.41%21.92%
2009
34.33%35.41%
2008
-29.02%-36.77%
2007
7.60%0.83%
2006
14.74%15.87%
2005
13.07%8.82%
2004
16.59%17.85%
2003
33.37%33.85%
2002
-9.65%-13.25%
2001
-6.24%6.67%
2000
N/A18.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.13%-4.22%N/AN/A
20231.65%2.12%-4.15%10.50%
20220.41%-11.31%-3.37%12.92%
202116.29%5.44%-0.68%7.97%
2020-29.41%20.41%5.25%20.50%
201913.64%4.64%2.03%5.80%
2018-1.17%2.43%4.68%-15.29%
20175.06%0.24%3.86%5.74%
20164.25%5.13%4.60%5.24%
20154.73%-1.30%-4.44%1.93%
20142.97%4.76%-3.68%7.69%
201313.25%0.13%7.92%9.84%
20129.60%-3.91%3.31%3.06%
20119.34%-1.56%-19.03%14.85%
20106.42%-7.99%10.30%12.40%
2009-8.86%15.81%20.83%5.33%
2008-6.27%5.21%-11.28%-18.86%
20074.86%6.16%-1.92%-1.44%
20067.50%-2.20%1.22%7.81%
20051.43%2.31%6.79%2.02%
20044.19%2.58%-1.29%10.52%
2003-3.51%15.61%5.09%13.77%
20029.05%-4.72%-17.22%5.04%
2001-3.70%5.47%-15.48%9.23%
200014.46%3.93%N/AN/A

Rank in category (by total return)

YTD43
1-month32
3-month63
1-year61
3-year29
5-year19

Load adjusted returns

1-year4.35%
3-year4.12%
5-year10.00%
10-year9.62%