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
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
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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