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Victory S&P 500 Index Y (MUXYX)
At close: 8:06:55 AM EST
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 27.91% |
5y Average Return | 14.55% |
Number of Years Up | 26 |
Number of Years Down | 6 |
Best 1Y Total Return (Dec 26, 2024) | 31.72% |
Worst 1Y Total Return (Dec 26, 2024) | -- |
Best 3Y Total Return | 31.72% |
Worst 3Y Total Return | 7.18% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MUXYX
Category
- YTD
- 27.61%
- 5.31%
- 1-Month
- 5.81%
- -4.19%
- 3-Month
- 7.02%
- 3.90%
- 1-Year
- 33.33%
- 20.31%
- 3-Year
- 10.92%
- 6.48%
- 5-Year
- 15.24%
- 11.78%
- 10-Year
- 12.87%
- 10.96%
- Last Bull Market
- 25.87%
- 25.56%
- Last Bear Market
- -16.20%
- -15.11%
Annual Total Return (%) History
Year
MUXYX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 10.40% | 4.16% | 5.86% | -- |
2023 | 7.33% | 8.56% | -3.37% | 11.56% |
2022 | -4.72% | -16.20% | -4.98% | 7.46% |
2021 | 6.04% | 8.43% | 0.47% | 10.87% |
2020 | -19.67% | 20.41% | 8.83% | 12.01% |
2019 | 13.54% | 4.11% | 1.62% | 8.93% |
2018 | -0.87% | 3.36% | 7.63% | -13.60% |
2017 | 6.03% | 2.85% | 4.40% | 6.54% |
2016 | 1.27% | 2.49% | 3.75% | 3.71% |
2015 | 0.86% | 0.14% | -6.51% | 6.91% |
2014 | 1.67% | 5.05% | 0.99% | 4.85% |
2013 | 10.49% | 2.79% | 5.06% | 10.40% |
2012 | 12.47% | -2.88% | 6.18% | -0.54% |
2011 | 5.79% | -0.04% | -13.96% | 11.61% |
2010 | 5.24% | -11.51% | 11.14% | 10.60% |
2009 | -10.97% | 15.83% | 15.72% | 5.95% |
2008 | -9.54% | -2.81% | -8.44% | -22.12% |
2007 | 0.55% | 6.20% | 1.94% | -3.47% |
2006 | 4.13% | -1.53% | 5.58% | 6.57% |
2005 | -2.21% | 1.29% | 3.47% | 1.98% |
2004 | 1.61% | 1.58% | -1.97% | 9.14% |
2003 | -3.28% | 15.37% | 2.55% | 12.04% |
2002 | 0.17% | -13.53% | -17.37% | 8.27% |
2001 | -11.95% | 5.77% | -14.83% | 10.62% |
2000 | 2.23% | -2.78% | -1.07% | -7.91% |
1999 | 4.89% | 6.92% | -6.30% | 14.78% |
1998 | 13.81% | 3.28% | -10.00% | 21.17% |
1997 | 2.50% | 17.39% | 7.35% | 2.84% |
1996 | 5.21% | 4.37% | 3.08% | 8.19% |
1995 | 9.75% | 9.39% | 7.90% | 6.02% |
1994 | -3.85% | 0.28% | 4.75% | 0.07% |
1993 | 4.39% | 0.38% | 2.48% | 2.24% |
1992 | -2.58% | 1.77% | 3.04% | 4.91% |
Rank in Category (By Total Return)
YTD | 39 |
1-Month | 58 |
3-Month | 52 |
1-Year | 45 |
3-Year | 39 |
5-Year | 38 |
Load Adjusted Returns
1-Year | 33.33% |
3-Year | 10.92% |
5-Year | 15.24% |
10-Year | 12.87% |
Performance & Risk
YTD Return | 27.91% |
5y Average Return | 14.55% |
Rank in Category (ytd) | 39 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.00 |
Morningstar Risk Rating |
Fund Overview
Category | Large Blend |
Fund Family | Victory Capital |
Net Assets | 276.19M |
YTD Return | 27.61% |
Yield | 0.81% |
Morningstar Rating | |
Inception Date | Dec 09, 1992 |
Fund Summary
The adviser pursues the fund's objective by investing, under normal circumstances, at least 80% of its assets in equity securities of companies in the S&P 500® Index. The index is an unmanaged index of 500 U.S. publicly traded stocks common stocks selected by Standard & Poor's from a broad range of industries. The index is composed primarily of stocks issued by large-capitalization companies.
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