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Nasdaq - Delayed Quote USD

Victory California Bond Fund (UCBIX)

9.99
+0.04
+(0.40%)
At close: 8:02:18 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.52%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Apr 28, 2025) 6.74%
Worst 1Y Total Return (Apr 28, 2025) --
Best 3Y Total Return 6.74%
Worst 3Y Total Return -0.75%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
UCBIX
Category
YTD
-0.54%
1.88%
1-Month
-1.64%
0.44%
3-Month
-0.54%
2.15%
1-Year
0.91%
5.80%
3-Year
1.21%
5.09%
5-Year
1.03%
3.20%
10-Year
2.06%
5.08%
Last Bull Market
4.27%
7.56%
Last Bear Market
-4.42%
8.23%

Annual Total Return (%) History

Year
UCBIX
Category
2025
--
--
2024
1.40%
--
2023
6.74%
--
2022
-9.68%
--
2021
2.35%
--
2020
--
4.59%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.54% -- -- --
2024 -0.06% 0.33% 2.26% -1.10%
2023 2.60% 0.24% -4.45% 8.60%
2022 -6.22% -4.42% -4.07% 5.03%
2021 -0.53% 2.01% -0.18% 1.05%
2020 1.41% 2.11% -- --

Rank in Category (By Total Return)

YTD 33
1-Month 19
3-Month 33
1-Year 74
3-Year 46
5-Year 47

Load Adjusted Returns

1-Year 0.91%
3-Year 1.21%
5-Year 1.03%
10-Year 2.06%

Performance & Risk

YTD Return -2.52%
5y Average Return 0.00%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Muni California Long
Fund Family Victory Capital
Net Assets 442.25M
YTD Return -0.54%
Yield 3.30%
Morningstar Rating
Inception Date Aug 02, 2010

Fund Summary

The fund invests primarily in long-term investment-grade securities issued by the state of California, its political subdivisions, instrumentalities, and by other government entities, the interest on which is excludable from gross income for federal income tax and California state income tax purposes. During normal market conditions, at least 80% of the fund's net assets will consist of California tax-exempt securities. Its dollar-weighted average portfolio maturity is not restricted, but is expected to be greater than 10 years.

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