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Nasdaq - Delayed Quote USD

Victory Global Equity Income (UGEIX)

11.03
0.00
(0.00%)
At close: 8:04:26 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.42%
5y Average Return 13.74%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (May 7, 2025) 22.30%
Worst 1Y Total Return (May 7, 2025) --
Best 3Y Total Return 22.30%
Worst 3Y Total Return 5.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
UGEIX
Category
YTD
5.32%
14.38%
1-Month
-0.72%
-1.21%
3-Month
1.08%
5.03%
1-Year
12.51%
39.50%
3-Year
9.68%
9.11%
5-Year
13.27%
10.10%
10-Year
0.00%
7.90%
Last Bull Market
12.46%
15.53%
Last Bear Market
-11.69%
-17.52%

Annual Total Return (%) History

Year
UGEIX
Category
2025
--
--
2024
12.80%
--
2023
14.25%
--
2022
-10.09%
--
2021
22.30%
--
2020
6.00%
2.50%
2019
21.68%
20.73%
2018
-8.13%
-10.41%

2017
16.82%
18.90%
2016
8.71%
9.24%
2015
--
-3.06%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 6.09% -- -- --
2024 10.43% -0.61% 7.17% -4.09%
2023 2.81% 4.32% -3.01% 9.83%
2022 -2.55% -11.69% -7.12% 12.48%
2021 6.15% 6.10% -0.95% 9.63%
2020 -22.53% 16.37% 6.42% 10.49%
2019 9.64% 3.63% -0.05% 7.15%
2018 -2.62% 0.14% 4.19% -9.58%
2017 5.91% 2.36% 4.17% 3.44%
2016 1.59% 4.05% 1.97% 0.86%

2015 3.17% -- -- --

Rank in Category (By Total Return)

YTD 52
1-Month 63
3-Month 44
1-Year 37
3-Year 41
5-Year 43

Load Adjusted Returns

1-Year 12.51%
3-Year 9.68%
5-Year 13.27%
10-Year --

Performance & Risk

YTD Return 5.42%
5y Average Return 13.74%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Value
Fund Family Victory Capital
Net Assets 61.98M
YTD Return 5.32%
Yield 1.86%
Morningstar Rating
Inception Date Aug 07, 2015

Fund Summary

The fund normally invests at least 80% of its assets in equity securities. Its equity investments may include common stocks, depositary receipts, real estate investment trusts (REITs), other investment companies, including exchange-traded funds (ETFs), securities convertible into common stocks, and securities that carry the right to buy common stocks. Under normal circumstances, the fund's manager expects to invest at least 30% of its net assets in securities of issuers outside of the United States.

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