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Victory Value Fund (UAVAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.67+0.09 (+0.44%)
As of 08:00PM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.37%
5-Year Average Return10.78%
Number of Years Up8
Number of Years Down5
Best 1 Yr Total Return (Mar 27, 2024)35.34%
Worst 1 Yr Total Return (Mar 27, 2024)N/A
Best 3-Yr Total Return35.34%
Worst 3-Yr Total Return2.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnUAVAXCategory
YTD11.37%4.44%
1-Month5.78%-4.04%
3-Month11.37%4.09%
1-Year24.76%14.37%
3-Year10.69%6.04%
5-Year10.67%9.20%
10-Year8.03%8.57%
Last Bull Market43.01%22.97%
Last Bear Market-9.36%-11.27%

Annual Total Return (%) History

Year
UAVAXCategory
2024
N/AN/A
2023
13.65%11.63%
2022
-5.56%-5.90%
2021
27.01%26.22%
2020
-1.30%2.91%
2019
24.50%25.04%
2018
-13.11%-8.53%
2017
14.86%15.94%
2016
14.01%14.81%
2015
-3.71%-4.05%
2014
8.14%10.21%
2013
35.34%31.21%
2012
14.00%14.57%
2011
-1.00%-0.75%
2010
N/A13.66%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.37%N/AN/AN/A
20231.45%4.47%-1.37%8.72%
20220.21%-9.36%-6.94%11.72%
202111.95%5.74%-0.92%8.30%
2020-29.19%14.47%4.39%16.63%
201912.37%3.33%0.10%7.12%
2018-4.44%2.13%5.59%-15.68%
20173.97%1.91%3.28%4.97%
2016-0.71%2.14%4.24%7.85%
20151.29%0.84%-9.21%3.84%
20142.16%3.12%-1.95%4.70%
201311.16%4.66%6.24%9.50%
201212.20%-5.00%5.40%1.47%
20117.07%0.00%-18.92%14.03%
201010.95%N/AN/AN/A

Rank In Category (By Total Return)

YTD14
1-Month23
3-Month14
1-Year26
3-Year20
5-Year56

Load Adjusted Returns

1-Year17.59%
3-Year8.53%
5-Year9.37%
10-Year7.39%