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Nasdaq - Delayed Quote USD
Victory Growth and Tax Strategy Fund (USBLX)
26.08
-0.64
(-2.40%)
At close: April 4 at 8:04:02 PM EDT
Fund Summary
Using preset target ranges, the fund's strategy is to invest a majority of its assets in tax-exempt bonds and money market instruments (50% - 70%) and the remainder in blue chip stocks (30% - 50%). It is managed with the goal of minimizing the impact of federal income tax to shareholders.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 18.46% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 28 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | -3.63% |
| 5y Average Return | 9.39% |
| Rank in Category (ytd) | 96 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| USBLX | Category Average | USBLX | Category Average | USBLX | Category Average | |
| Alpha | 0.87 | -0.01 | 0.7 | -0.01 | 1.19 | -0 |
| BETA | 0.96 | 0.01 | 0.91 | 0.01 | 0.87 | 0.01 |
| Mean Annual Return | 0.45 | 0.01 | 0.77 | 0.01 | 0.59 | 0.01 |
| R-squared | 92.6 | 0.92 | 90.54 | 0.91 | 90.34 | 0.91 |
| Standard Deviation | 12.54 | 0.1 | 11.05 | 0.08 | 9.25 | 0.07 |
| Sharpe Ratio | 0.07 | 0.01 | 0.58 | 0.01 | 0.55 | 0.01 |
| Treynor Ratio | 0.17 | 0.09 | 6.82 | 0.08 | 5.57 | 0.07 |
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