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Victory Special Value Y (VSVYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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31.55-0.01 (-0.03%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.12%
5-Year Average Return15.33%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Mar 27, 2024)35.73%
Worst 1 Yr Total Return (Mar 27, 2024)N/A
Best 3-Yr Total Return35.73%
Worst 3-Yr Total Return2.49%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVSVYXCategory
YTD8.99%5.31%
1-Month6.20%-4.19%
3-Month14.33%3.90%
1-Year28.35%20.31%
3-Year13.48%6.48%
5-Year14.32%11.78%
10-Year9.74%10.96%
Last Bull Market41.76%25.56%
Last Bear Market-15.72%-15.11%

Annual Total Return (%) History

Year
VSVYXCategory
2023
24.72%22.32%
2022
-18.42%-16.96%
2021
35.73%26.07%
2020
13.51%15.83%
2019
28.30%28.78%
2018
-13.16%-6.27%
2017
26.43%20.44%
2016
4.10%10.37%
2015
-3.21%-1.07%
2014
6.86%10.96%
2013
N/A31.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20236.63%10.13%-2.86%9.33%
2022-6.74%-15.72%-2.31%6.25%
20217.74%7.69%2.88%13.71%
2020-24.44%23.72%9.50%10.88%
201911.33%4.11%1.01%9.59%
2018-2.55%-0.59%5.82%-15.29%
20174.79%2.63%7.14%9.74%
2016-0.79%1.45%1.06%2.34%
2015-1.11%-0.36%-5.11%3.53%
20142.81%2.27%-2.40%4.13%
20130.79%7.64%8.70%N/A

Rank In Category (By Total Return)

YTD8
1-Month13
3-Month9
1-Year48
3-Year5
5-Year32

Load Adjusted Returns

1-Year28.35%
3-Year13.48%
5-Year14.32%
10-Year9.74%