Nasdaq - Delayed Quote USD

Victory Precious Metals and Minerals Fund (UPMMX)

27.18
+0.70
+(2.64%)
At close: 8:02:19 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 42.67%
5y Average Return 5.97%
Number of Years Up 6
Number of Years Down 8
Best 1Y Total Return (May 19, 2025) 46.20%
Worst 1Y Total Return (May 19, 2025) --
Best 3Y Total Return 46.20%
Worst 3Y Total Return -31.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
UPMMX
Category
YTD
48.38%
-4.69%
1-Month
7.66%
-11.76%
3-Month
29.11%
6.45%
1-Year
54.98%
11.83%
3-Year
13.04%
16.23%
5-Year
9.51%
5.29%
10-Year
9.21%
-4.43%
Last Bull Market
14.46%
-13.05%
Last Bear Market
-27.66%
-16.06%

Annual Total Return (%) History

Year
UPMMX
Category
2025
--
--
2024
10.54%
--
2023
6.53%
--
2022
-11.96%
--
2021
-10.31%
--
2020
25.71%
34.38%
2019
42.77%
38.98%
2018
-12.23%
-17.80%

2017
9.58%
11.33%
2016
46.20%
54.81%
2015
-26.62%
-23.25%
2014
-8.37%
-10.03%
2013
-51.44%
-48.80%
2012
-12.07%
-9.20%
2011
-19.78%
-20.68%
2010
--
41.56%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 37.82% -- -- --
2024 1.79% 6.32% 17.56% -13.11%
2023 11.72% -7.33% -10.84% 15.41%
2022 15.17% -27.66% -13.20% 21.74%
2021 -10.66% 3.94% -12.73% 10.67%
2020 -21.22% 58.51% 7.09% -5.99%
2019 9.35% 12.11% 4.17% 11.80%
2018 -5.70% 2.42% -16.76% 9.17%
2017 10.57% -4.74% 2.69% 1.31%
2016 40.35% 38.44% -3.23% -22.24%

2015 -4.10% -0.27% -21.68% -2.05%
2014 14.29% 13.65% -18.91% -13.00%
2013 -18.52% -36.49% 10.72% -15.25%
2012 -2.40% -13.26% 21.03% -14.18%
2011 -4.64% -4.72% -2.44% -9.50%
2010 9.99% -- -- --

Rank in Category (By Total Return)

YTD 14
1-Month 39
3-Month 17
1-Year 41
3-Year 40
5-Year 63

Load Adjusted Returns

1-Year 46.07%
3-Year 10.83%
5-Year 8.22%
10-Year 8.56%

Performance & Risk

YTD Return 42.67%
5y Average Return 5.97%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category Equity Precious Metals
Fund Family Victory Capital
Net Assets 722.66M
YTD Return 48.38%
Yield 0.00%
Morningstar Rating
Inception Date Aug 02, 2010

Fund Summary

The fund normally invests at least 80% of its assets in equity securities of domestic and foreign companies (including those located in emerging markets) principally engaged in the exploration, mining, or processing of gold and other precious metals and minerals, such as platinum, silver, and diamonds. It is non-diversified.

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