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Nasdaq USD

Victory Tax Exempt Intermediate Term Fund (USATX)

12.21
-0.05
(-0.41%)
At close: 8:04:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.72%
5y Average Return 2.25%
Number of Years Up 36
Number of Years Down 6
Best 1Y Total Return (Apr 4, 2025) 10.17%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 10.17%
Worst 3Y Total Return -0.59%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
USATX
Category
YTD
0.29%
1.33%
1-Month
-1.38%
0.30%
3-Month
0.29%
1.53%
1-Year
2.17%
4.61%
3-Year
1.77%
4.51%
5-Year
1.58%
2.72%
10-Year
2.15%
3.64%
Last Bull Market
3.99%
5.19%
Last Bear Market
-3.15%
5.33%

Annual Total Return (%) History

Year
USATX
Category
2025
--
--
2024
2.29%
--
2023
5.61%
--
2022
-8.10%
--
2021
2.12%
--
2020
4.67%
4.51%
2019
7.02%
6.91%
2018
1.24%
0.78%

2017
5.76%
4.61%
2016
-0.51%
-0.20%
2015
2.63%
2.50%
2014
7.36%
6.77%
2013
-1.04%
-2.27%
2012
7.20%
5.62%
2011
10.17%
9.00%
2010
2.83%
2.22%
2009
18.28%
11.41%
2008
-7.33%
-2.32%
2007
1.91%
2.75%
2006
4.59%
3.67%
2005
3.09%
1.80%
2004
4.27%
2.83%
2003
5.18%
4.10%
2002
7.69%
8.57%
2001
5.55%
4.39%
2000
9.83%
9.16%
1999
-2.56%
-2.06%
1998
6.32%
5.53%
1997
9.39%
7.50%
1996
4.49%
3.66%
1995
15.07%
12.80%
1994
-4.03%
-3.22%
1993
11.47%
9.92%
1992
8.49%
8.02%
1991
11.14%
10.05%
1990
6.72%
6.04%
1989
9.24%
8.38%
1988
8.70%
8.40%
1987
1.03%
0.63%
1986
13.23%
15.59%
1985
16.41%
17.87%
1984
8.83%
8.33%
1983
9.65%
7.50%
1982
--
30.66%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.29% -- -- --
2024 0.42% 0.42% 2.35% -0.89%
2023 2.27% 0.01% -2.80% 6.23%
2022 -5.55% -3.15% -2.78% 3.33%
2021 0.33% 1.40% -0.07% 0.45%
2020 -1.60% 2.53% 1.72% 1.98%
2019 2.68% 2.09% 1.38% 0.70%
2018 -1.05% 0.90% 0.06% 1.33%
2017 1.16% 2.11% 1.38% 0.99%
2016 1.47% 2.62% -0.33% -4.14%

2015 0.64% -0.79% 1.34% 1.44%
2014 2.77% 1.99% 1.21% 1.21%
2013 0.85% -2.57% 0.20% 0.51%
2012 1.70% 2.08% 2.10% 1.14%
2011 0.69% 3.75% 3.19% 2.19%
2010 1.23% 1.96% 3.32% -3.57%
2009 5.89% 3.93% 7.79% -0.28%
2008 -0.66% 0.82% -3.50% -4.12%
2007 0.80% -0.71% 1.38% 0.43%
2006 0.28% -0.10% 3.43% 0.94%
2005 -0.33% 2.81% -0.15% 0.75%
2004 1.39% -1.52% 3.39% 1.01%
2003 1.25% 2.00% 0.37% 1.46%
2002 0.69% 2.96% 3.61% 0.26%
2001 2.27% 0.78% 2.65% -0.24%
2000 2.29% 1.39% 2.16% 3.66%
1999 0.47% -1.44% -0.84% -0.76%
1998 1.33% 1.41% 2.83% 0.62%
1997 0.23% 3.07% 3.08% 2.73%
1996 -1.01% 0.78% 2.26% 2.42%
1995 5.50% 2.47% 3.00% 3.35%
1994 -4.63% 1.10% 0.98% -1.42%
1993 3.15% 3.08% 3.28% 1.51%
1992 0.56% 3.37% 2.46% 1.87%
1991 2.30% 1.99% 3.37% 3.04%
1990 0.81% 1.83% 0.96% 2.98%
1989 0.76% 4.81% 0.46% 2.97%
1988 3.26% 1.87% 1.62% 1.69%
1987 1.90% -2.78% -1.62% 3.66%
1986 6.50% -0.38% 3.98% 2.64%
1985 4.04% 6.35% -0.81% 6.07%
1984 3.05% -2.44% 4.87% 3.23%
1983 5.85% 1.20% 2.10% 0.25%
1982 2.58% 11.38% 3.24% --

Rank in Category (By Total Return)

YTD 17
1-Month 39
3-Month 17
1-Year 21
3-Year 35
5-Year 25

Load Adjusted Returns

1-Year 2.17%
3-Year 1.77%
5-Year 1.58%
10-Year 2.15%

Performance & Risk

YTD Return 1.72%
5y Average Return 2.25%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Fund Overview

Category Muni National Interm
Fund Family Victory Capital
Net Assets 2.99B
YTD Return 0.29%
Yield 3.38%
Morningstar Rating
Inception Date Jun 29, 2020

Fund Summary

The fund invests primarily in investment-grade securities, the interest from which is excludable from gross income for federal income tax purposes (referred to herein as "tax-exempt securities"). During normal market conditions, at least 80% of its net assets will consist of tax-exempt securities. The fund's dollar-weighted average portfolio maturity is between three and 10 years. At least 80% of the fund's annual net investment income dividends will be tax-exempt and excludable from the calculation of the federal alternative minimum tax for individual taxpayers.

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