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Nasdaq - Delayed Quote USD
Victory Diversified Stock A (SRVEX)
18.73
-1.15
(-5.78%)
At close: April 4 at 8:04:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -8.77% |
| 5y Average Return | 20.24% |
| Number of Years Up | 29 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Apr 3, 2025) | 35.86% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 35.86% |
| Worst 3Y Total Return | 3.52% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SRVEX
Category
- YTD
- -5.46%
- 5.31%
- 1-Month
- -4.98%
- -4.19%
- 3-Month
- -5.46%
- 3.90%
- 1-Year
- 6.54%
- 20.31%
- 3-Year
- 9.16%
- 6.48%
- 5-Year
- 19.85%
- 11.78%
- 10-Year
- 10.48%
- 10.96%
- Last Bull Market
- 21.36%
- 25.56%
- Last Bear Market
- -15.91%
- -15.11%
Annual Total Return (%) History
Year
SRVEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -5.46% | -- | -- | -- |
| 2024 | 12.08% | 3.89% | 5.41% | 2.90% |
| 2023 | 6.60% | 10.14% | -2.88% | 9.34% |
| 2022 | -6.91% | -15.91% | -2.22% | 6.24% |
| 2021 | 7.79% | 7.75% | 2.84% | 13.73% |
| 2020 | -24.43% | 23.93% | 9.43% | 10.84% |
| 2019 | 11.72% | 4.48% | 1.03% | 9.59% |
| 2018 | -2.61% | -0.52% | 5.78% | -15.45% |
| 2017 | 4.82% | 3.17% | 7.21% | 9.81% |
| 2016 | -0.86% | 1.16% | 1.07% | 2.33% |
| 2015 | -0.90% | -0.21% | -5.15% | 3.52% |
| 2014 | 0.41% | 5.16% | 0.57% | 3.70% |
| 2013 | 9.57% | 4.42% | 8.06% | 8.75% |
| 2012 | 13.33% | -5.54% | 7.60% | 1.09% |
| 2011 | 3.70% | -2.63% | -18.54% | 13.58% |
| 2010 | 4.01% | -13.88% | 12.60% | 11.78% |
| 2009 | -7.52% | 14.31% | 15.03% | 4.15% |
| 2008 | -9.31% | 3.77% | -10.92% | -24.46% |
| 2007 | -0.56% | 9.10% | 3.43% | -1.64% |
| 2006 | 4.27% | -2.60% | 4.22% | 7.60% |
| 2005 | -0.23% | 0.90% | 4.50% | 3.98% |
| 2004 | -0.11% | 4.09% | -1.26% | 7.36% |
| 2003 | -4.69% | 19.95% | 2.98% | 15.18% |
| 2002 | 1.76% | -14.61% | -18.99% | 9.70% |
| 2001 | -2.99% | 7.73% | -14.58% | 13.06% |
| 2000 | 5.99% | -6.43% | 2.72% | -0.51% |
| 1999 | 4.56% | 10.83% | -9.00% | 14.70% |
| 1998 | 12.45% | 1.03% | -7.82% | 17.60% |
| 1997 | 2.13% | 13.43% | 9.97% | 0.69% |
| 1996 | 6.88% | 3.56% | 2.85% | 9.56% |
| 1995 | 9.86% | 8.56% | 7.28% | 5.81% |
| 1994 | -3.43% | 2.08% | 4.93% | 0.48% |
| 1993 | 2.08% | 1.00% | 3.88% | 2.77% |
| 1992 | -1.79% | 0.24% | 4.27% | 6.61% |
| 1991 | 13.57% | -1.90% | 3.95% | 7.07% |
| 1990 | -1.88% | 6.90% | -12.45% | 9.49% |
Rank in Category (By Total Return)
| YTD | 79 |
| 1-Month | 28 |
| 3-Month | 79 |
| 1-Year | 48 |
| 3-Year | 21 |
| 5-Year | 6 |
Load Adjusted Returns
| 1-Year | 0.41% |
| 3-Year | 7.03% |
| 5-Year | 18.44% |
| 10-Year | 9.82% |
Performance & Risk
| YTD Return | -8.77% |
| 5y Average Return | 20.24% |
| Rank in Category (ytd) | 79 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Victory Capital |
| Net Assets | 305.78M |
| YTD Return | -5.46% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Mar 26, 1999 |
Fund Summary
The Adviser pursues the fund's investment objective by investing, under normal circumstances, at least 80% of its assets in common stock, which includes securities convertible or exchangeable into common stock traded on U.S. exchanges. Its investments include securities issued by established, large-cap companies, as well as securities of mid-cap companies. The fund's investments include foreign securities that are traded in the U.S., including American Depositary and Global Depositary Receipts (“ADRs” and “GDRs”).
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