Nasdaq - Delayed Quote USD

Victory Growth & Income Fund (USGIX)

25.78
+0.06
+(0.23%)
As of March 28 at 8:00:57 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 11.40%
5y Average Return 12.59%
Number of Years Up 9
Number of Years Down 4
Best 1Y Total Return (Mar 28, 2024) 35.49%
Worst 1Y Total Return (Mar 28, 2024) --
Best 3Y Total Return 35.49%
Worst 3Y Total Return 5.39%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
USGIX
Category
YTD
11.40%
5.31%
1-Month
4.00%
-4.19%
3-Month
11.40%
3.90%
1-Year
31.79%
20.31%
3-Year
10.65%
6.48%
5-Year
12.44%
11.78%
10-Year
10.30%
10.96%
Last Bull Market
35.25%
25.56%
Last Bear Market
-15.24%
-15.11%

Annual Total Return (%) History

Year
USGIX
Category
2024
--
--
2023
26.77%
22.32%
2022
-18.53%
-16.96%
2021
22.69%
26.07%
2020
17.12%
15.83%
2019
21.46%
28.78%
2018
-8.98%
-6.27%
2017
20.27%
20.44%

2016
11.62%
10.37%
2015
-0.83%
-1.07%
2014
10.90%
10.96%
2013
35.49%
31.50%
2012
12.10%
14.96%
2011
-2.85%
-1.27%
2010
--
14.01%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.40% -- -- --
2023 7.16% 8.66% -2.86% 12.08%
2022 -5.29% -15.24% -5.14% 6.98%
2021 4.20% 8.23% -0.42% 9.25%
2020 -20.83% 21.64% 9.58% 10.98%
2019 11.73% 3.71% -2.03% 6.98%
2018 -1.61% 2.71% 5.20% -14.39%
2017 5.72% 3.66% 2.79% 6.77%
2016 -1.68% -0.15% 7.22% 6.05%
2015 0.69% 1.77% -8.34% 5.59%

2014 1.22% 4.70% 0.96% 3.64%
2013 9.44% 3.45% 7.13% 11.71%
2012 13.29% -6.64% 6.76% -0.73%
2011 4.85% 0.11% -17.04% 11.55%
2010 10.93% -- -- --

Rank in Category (By Total Return)

YTD 24
1-Month 19
3-Month 24
1-Year 17
3-Year 40
5-Year 76

Load Adjusted Returns

1-Year 24.21%
3-Year 8.48%
5-Year 11.11%
10-Year 9.65%

Performance & Risk

YTD Return 11.40%
5y Average Return 12.59%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Victory Capital
Net Assets 1.87B
YTD Return 11.40%
Yield 0.71%
Morningstar Rating
Inception Date Aug 07, 2015

Fund Summary

The fund invests its assets primarily in equity securities that show the best potential for total return through a combination of capital growth and income. Although the fund invests primarily in U.S. securities, it may invest up to 20% of its total assets in foreign securities, including securities issued in emerging markets.

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