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Victory Special Value R (VSVGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.49+0.09 (+0.31%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.56%
5-year average return14.38%
Number of years up18
Number of years down6
Best 1-yr total return (30 Jun 2024)35.05%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return35.05%
Worst 3-yr total return1.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVSVGXCategory
YTD12.49%5.31%
1-month5.52%-4.19%
3-month3.30%3.90%
1-year28.41%20.31%
3-year10.10%6.48%
5-year15.28%11.78%
10-year9.44%10.96%
Last bull market25.17%25.56%
Last bear market-15.87%-15.11%

Annual total return (%) history

Year
VSVGXCategory
2024
N/AN/A
2023
23.96%22.32%
2022
-18.94%-16.96%
2021
35.05%26.07%
2020
12.90%15.83%
2019
27.68%28.78%
2018
-13.57%-6.27%
2017
25.76%20.44%
2016
3.52%10.37%
2015
-3.75%-1.07%
2014
6.28%10.96%
2013
30.20%31.50%
2012
9.83%14.96%
2011
-10.90%-1.27%
2010
19.96%14.01%
2009
32.02%28.17%
2008
-43.97%-37.79%
2007
13.39%6.16%
2006
16.71%14.17%
2005
18.54%5.88%
2004
17.24%10.02%
2003
28.96%27.05%
2002
-9.97%-22.25%
2001
5.62%-13.50%
2000
24.31%-6.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.98%N/AN/AN/A
20236.47%9.98%-3.03%9.16%
2022-6.92%-15.87%-2.47%6.12%
20217.59%7.53%2.78%13.57%
2020-24.52%23.54%9.34%10.74%
201911.21%4.02%0.81%9.49%
2018-2.63%-0.69%5.67%-15.41%
20174.67%2.48%7.03%9.54%
2016-0.92%1.32%0.92%2.19%
2015-1.26%-0.47%-5.26%3.37%
20142.67%2.12%-2.50%3.97%
201310.88%0.64%7.50%8.53%
201211.74%-5.89%3.03%1.37%
20116.11%-2.14%-23.73%12.49%
20106.05%-10.76%12.79%12.39%
2009-9.16%16.88%17.76%5.59%
2008-9.60%4.94%-19.41%-26.71%
20076.38%8.37%-0.10%-1.54%
20068.91%-4.41%3.62%8.18%
20051.41%5.23%10.87%0.19%
20045.09%0.00%0.64%10.86%
2003-5.00%14.42%3.47%14.67%
20027.28%-4.26%-16.81%5.37%
2001-4.95%11.73%-13.40%14.85%
200010.13%-4.13%13.95%3.32%

Rank in category (by total return)

YTD18
1-month9
3-month56
1-year31
3-year13
5-year36

Load adjusted returns

1-year28.41%
3-year10.10%
5-year15.28%
10-year9.44%