Nasdaq - Delayed Quote USD

Victory Market Neutral Income Member (CBHMX)

8.73
+0.02
+(0.23%)
At close: 8:00:37 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.31%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (May 20, 2025) 9.65%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 9.65%
Worst 3Y Total Return 2.54%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CBHMX
Category
YTD
4.64%
3.32%
1-Month
1.10%
-0.91%
3-Month
4.44%
-0.12%
1-Year
7.34%
1.15%
3-Year
4.00%
-0.31%
5-Year
3.67%
0.15%
10-Year
3.79%
0.11%
Last Bull Market
0.96%
1.54%
Last Bear Market
-1.57%
-2.16%

Annual Total Return (%) History

Year
CBHMX
Category
2025
--
--
2024
1.06%
--
2023
9.65%
--
2022
-2.71%
--
2021
3.18%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.50% -- -- --
2024 -3.12% 1.88% 1.51% 0.86%
2023 2.96% 0.59% 2.74% 3.05%
2022 0.80% -1.57% -3.72% 1.85%
2021 1.59% -0.43% 0.40% 1.59%

Rank in Category (By Total Return)

YTD 27
1-Month 30
3-Month 17
1-Year 38
3-Year 79
5-Year 69

Load Adjusted Returns

1-Year 7.34%
3-Year 4.00%
5-Year 3.67%
10-Year 3.79%

Performance & Risk

YTD Return 5.31%
5y Average Return 0.00%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.03
Morningstar Risk Rating

Fund Overview

Category Equity Market Neutral
Fund Family Victory Capital
Net Assets 2.56B
YTD Return 4.64%
Yield 4.29%
Morningstar Rating
Inception Date Nov 19, 2012

Fund Summary

The Adviser pursues the fund’s investment objective by implementing a proprietary, “market neutral” investment strategy designed to seek income from its investments while maintaining a low correlation to the foreign and domestic equity and bond markets.

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