Nasdaq - Delayed Quote USD
Victory Sycamore Established Value Fund (VEVRX)
46.27
+0.21
+(0.46%)
At close: January 10 at 6:46:55 PM EST
Fund Summary
Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities of companies with market capitalizations, at the time of purchase, within the range of companies comprising the Russell Midcap® Value Index. It may invest a portion of its assets in equity securities of foreign companies traded in the U.S., including American Depositary Receipts and Global Depositary Receipts ("ADRs" and "GDRs").
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.95% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 0.61% |
| 5y Average Return | 11.37% |
| Rank in Category (ytd) | 64 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.90 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| VEVRX | Category Average | VEVRX | Category Average | VEVRX | Category Average | |
| Alpha | -2.23 | -0.09 | -2.77 | -0.07 | -1.84 | -0.06 |
| BETA | 0.9 | 0.01 | 1.02 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.6 | 0.01 | 1.06 | 0.01 | 0.98 | 0.01 |
| R-squared | 75.96 | 0.85 | 79.49 | 0.82 | 81.49 | 0.84 |
| Standard Deviation | 17.85 | 0.25 | 20.7 | 0.2 | 17.04 | 0.17 |
| Sharpe Ratio | 0.17 | 0.01 | 0.49 | 0.01 | 0.58 | 0.01 |
| Treynor Ratio | 1.78 | 0.08 | 8.34 | 0.09 | 8.9 | 0.09 |
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