Nasdaq - Delayed Quote USD

Victory Precious Metals and Minerals Fund (UPMMX)

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 46.20%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 8

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

Risk Statistics

3 Years 5 Years 10 Years
UPMMXCategory AverageUPMMXCategory AverageUPMMXCategory Average
Alpha 7.48 0.06 3.24 -0.05 6.57 -0.07
BETA 0.8 0.01 0.71 0.01 0.78 0.01
Mean Annual Return 1.43 0.02 1.13 0.01 1.2 0
R-squared 14.77 0.24 12.58 0.21 11.48 0.12
Standard Deviation 32.03 0.38 30.55 0.33 34.26 0.37
Sharpe Ratio 0.39 0.01 0.35 0 0.36 0
Treynor Ratio 10.43 0.16 9.39 0.04 9.19 -0.06

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