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Victory Diversified Stock A (SRVEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.30+0.09 (+0.41%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.12%
5-Year Average Return15.37%
Number of Years Up28
Number of Years Down6
Best 1 Yr Total Return (Jun 26, 2024)35.86%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return35.86%
Worst 3-Yr Total Return3.52%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSRVEXCategory
YTD12.66%5.31%
1-Month5.56%-4.19%
3-Month3.37%3.90%
1-Year29.05%20.31%
3-Year10.62%6.48%
5-Year15.87%11.78%
10-Year10.48%10.96%
Last Bull Market25.48%25.56%
Last Bear Market-15.91%-15.11%

Annual Total Return (%) History

Year
SRVEXCategory
2024
N/AN/A
2023
24.70%22.32%
2022
-18.68%-16.96%
2021
35.86%26.07%
2020
13.59%15.83%
2019
29.25%28.78%
2018
-13.36%-6.27%
2017
27.32%20.44%
2016
3.74%10.37%
2015
-2.90%-1.07%
2014
10.12%10.96%
2013
34.46%31.50%
2012
16.44%14.96%
2011
-6.57%-1.27%
2010
12.75%14.01%
2009
26.65%28.17%
2008
-36.68%-37.79%
2007
10.37%6.16%
2006
13.89%14.17%
2005
9.38%5.88%
2004
10.23%10.02%
2003
35.60%27.05%
2002
-22.78%-22.25%
2001
0.93%-13.50%
2000
1.35%-6.31%
1999
20.96%20.16%
1998
23.15%22.39%
1997
28.27%28.37%
1996
24.71%20.76%
1995
35.38%32.35%
1994
3.94%-0.93%
1993
10.06%N/A
1992
9.43%N/A
1991
23.99%N/A
1990
0.55%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.08%N/AN/AN/A
20236.60%10.14%-2.88%9.34%
2022-6.91%-15.91%-2.22%6.24%
20217.79%7.75%2.84%13.73%
2020-24.43%23.93%9.43%10.84%
201911.72%4.48%1.03%9.59%
2018-2.61%-0.52%5.78%-15.45%
20174.82%3.17%7.21%9.81%
2016-0.86%1.16%1.07%2.33%
2015-0.90%-0.21%-5.15%3.52%
20140.41%5.16%0.57%3.70%
20139.57%4.42%8.06%8.75%
201213.33%-5.54%7.60%1.09%
20113.70%-2.63%-18.54%13.58%
20104.01%-13.88%12.60%11.78%
2009-7.52%14.31%15.03%4.15%
2008-9.31%3.77%-10.92%-24.46%
2007-0.56%9.10%3.43%-1.64%
20064.27%-2.60%4.22%7.60%
2005-0.23%0.90%4.50%3.98%
2004-0.11%4.09%-1.26%7.36%
2003-4.69%19.95%2.98%15.18%
20021.76%-14.61%-18.99%9.70%
2001-2.99%7.73%-14.58%13.06%
20005.99%-6.43%2.72%-0.51%
19994.56%10.83%-9.00%14.70%
199812.45%1.03%-7.82%17.60%
19972.13%13.43%9.97%0.69%
19966.88%3.56%2.85%9.56%
19959.86%8.56%7.28%5.81%
1994-3.43%2.08%4.93%0.48%
19932.08%1.00%3.88%2.77%
1992-1.79%0.24%4.27%6.61%
199113.57%-1.90%3.95%7.07%
1990-1.88%6.90%-12.45%9.49%

Rank In Category (By Total Return)

YTD16
1-Month8
3-Month53
1-Year25
3-Year7
5-Year17

Load Adjusted Returns

1-Year21.63%
3-Year8.46%
5-Year14.51%
10-Year9.83%