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Victory Sycamore Established Value I (VEVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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49.15+0.41 (+0.84%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.23%
5-year average return12.98%
Number of years up11
Number of years down2
Best 1-yr total return (23 May 2024)34.88%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return34.88%
Worst 3-yr total return7.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVEVIXCategory
YTD3.70%21.28%
1-month-5.05%-1.96%
3-month4.35%4.90%
1-year12.77%55.83%
3-year6.14%11.08%
5-year11.52%11.93%
10-year11.05%10.64%
Last bull market25.12%25.54%
Last bear market-11.24%-22.08%

Annual total return (%) history

Year
VEVIXCategory
2024
N/AN/A
2023
10.31%N/A
2022
-2.52%N/A
2021
31.91%N/A
2020
8.12%2.63%
2019
28.77%25.18%
2018
-9.96%-12.86%
2017
16.01%13.22%
2016
21.00%18.06%
2015
1.00%-5.41%
2014
12.37%9.31%
2013
34.88%35.14%
2012
12.53%16.60%
2011
0.48%-3.96%
2010
N/A21.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.21%N/AN/AN/A
20231.75%2.20%-4.07%10.58%
20220.49%-11.24%-3.29%13.00%
202116.40%5.52%-0.60%8.05%
2020-29.35%20.50%5.34%20.57%
201913.75%4.72%2.11%5.87%
2018-1.10%2.51%4.75%-15.21%
20175.15%0.32%3.94%5.82%
20164.35%5.23%4.66%5.28%
20154.81%-1.24%-4.36%2.02%
20143.08%4.88%-3.58%7.79%
201313.34%0.23%8.03%9.91%
20129.64%-3.79%3.41%3.17%
20119.40%-1.47%-18.95%15.02%
2010-7.93%10.35%12.46%N/A

Rank in category (by total return)

YTD29
1-month44
3-month42
1-year63
3-year23
5-year13

Load adjusted returns

1-year12.77%
3-year6.14%
5-year11.52%
10-year11.05%