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Victory Sustainable World Fund Shares: (MF: USAWX)
(NASDAQ Mutual Funds) As of Apr 22, 2024 08:00 PM ET
$27.94 USD
+0.30 (1.09%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.20 | 25 |
| 3 months | 9.20 | 25 |
| 6 months | 21.32 | 30 |
| 1 Year | 26.11 | 19 |
| 3 Year | 7.24 | 21 |
| 5 Year | 11.35 | 25 |
| 10 Year | 9.07 | 27 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 142.44 |
| Bear Market (10/07 - 2/09) | -47.96 |
| Bull Market (2/09 - 3/21) | 554.75 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 26.11 |
| 5 Year | 11.34 |
| 10 Year | 9.07 |
| Since Inception | 8.65 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.20 | NA | NA | NA |
| 2023 | 7.92 | 6.91 | -2.77 | 11.09 |
| 2022 | -7.21 | -16.13 | -6.58 | 10.07 |
| 2021 | 4.06 | 7.60 | -1.17 | 6.51 |
| 2020 | -20.07 | 18.11 | 7.87 | 13.63 |
| 2019 | 14.61 | 5.44 | -0.21 | 9.51 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.20 | 24.63 | -19.98 | 17.86 | 15.73 | 32.06 | -9.75 | 23.93 | 7.08 | -1.62 | 3.70 |
| % Total Return Rel to Index | 0.18 | 0.22 | -0.88 | -0.30 | 1.65 | 6.86 | 0.67 | 3.81 | 1.75 | 1.13 | 0.77 |
| % Total Return Rel to Peer | 2.00 | 5.99 | -0.42 | 1.65 | -0.93 | 7.32 | 0.27 | 1.70 | 1.51 | 0.64 | 1.81 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 3.00 | 3.00 | 3.00 | 1.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.27 | 0.08 | 0.27 | 0.18 | 0.31 | 0.27 | 0.23 | 0.20 | 0.19 | 0.27 |
| % Yield | 0.00 | 1.00 | 0.38 | 0.81 | 0.61 | 0.87 | 0.93 | 0.68 | 0.72 | 0.70 | 0.98 |
| Capital Gains ($) | 0.00 | 0.00 | 0.53 | 4.96 | 1.14 | 10.14 | 1.68 | 1.19 | 0.57 | 0.56 | 0.43 |
| Expense Ratio | 0.00 | 1.05 | 1.05 | 1.05 | 1.07 | 1.09 | 1.10 | 1.13 | 1.17 | 1.17 | 1.19 |
* 1 = Top 20%, 5 = Bottom 20%