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Nasdaq - Delayed Quote USD
Victory Special Value Y (VSVYX)
31.55
-0.01
(-0.03%)
At close: March 28 at 8:00:58 PM EDT
Fund Summary
The Adviser pursues the fund's investment objective by investing, under normal circumstances, in common stocks of companies that currently pay dividends or are expected to begin paying dividends in the near future, with consideration for companies that have increased their dividends over time. 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 | 35.73% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 12.12% |
| 5y Average Return | 15.33% |
| Rank in Category (ytd) | 8 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| VSVYX | Category Average | VSVYX | Category Average | VSVYX | Category Average | |
| Alpha | 1.44 | -0.01 | -0.84 | -0.01 | -3.01 | -0.01 |
| BETA | 1.01 | 0.01 | 1.06 | 0.01 | 1.04 | 0.01 |
| Mean Annual Return | 1.2 | 0.01 | 1.29 | 0.01 | 0.89 | 0.01 |
| R-squared | 93.52 | 0.94 | 94.93 | 0.95 | 93.93 | 0.95 |
| Standard Deviation | 18.42 | 0.17 | 19.9 | 0.19 | 16.32 | 0.15 |
| Sharpe Ratio | 0.63 | 0 | 0.67 | 0.01 | 0.57 | 0.01 |
| Treynor Ratio | 10.56 | 0.03 | 11.55 | 0.1 | 7.96 | 0.1 |
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