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Victory Pioneer Balanced Fund Class C: (MF: PCBCX)
(NASDAQ Mutual Funds) As of May 13, 2025 08:00 PM ET
$10.89 USD
+0.04 (0.37%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -2.57 | 85 |
| 3 months | -5.28 | 92 |
| 6 months | -2.87 | 96 |
| 1 Year | 3.10 | 98 |
| 3 Year | 5.01 | 84 |
| 5 Year | 6.80 | 80 |
| 10 Year | 5.69 | 67 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -34.16 |
| Bull Market (2/09 - 3/21) | 235.06 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -1.71 |
| 5 Year | 8.79 |
| 10 Year | 5.70 |
| Since Inception | 0.04 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.57 | NA | NA | NA |
| 2024 | 6.59 | 0.18 | 3.88 | -2.08 |
| 2023 | 3.67 | 4.08 | -2.39 | 8.92 |
| 2022 | -4.70 | -11.90 | -5.40 | 6.77 |
| 2021 | 2.73 | 5.42 | -0.54 | 5.85 |
| 2020 | -14.01 | 14.39 | 4.84 | 8.26 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -2.57 | 8.62 | 14.73 | -15.20 | 14.02 | 11.64 | 20.79 | -5.30 | 14.22 | 5.17 | -1.93 |
| % Total Return Rel to Index | 2.33 | -16.39 | -11.50 | 3.00 | -14.65 | -6.75 | -10.69 | -0.91 | -7.57 | -6.75 | -3.32 |
| % Total Return Rel to Peer | -1.76 | -3.00 | 0.77 | -1.44 | 0.83 | 0.36 | 2.02 | 0.26 | 1.06 | -1.17 | 0.39 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 4.00 | 4.00 |
| % Dividends | 0.02 | 0.12 | 0.14 | 0.07 | 0.03 | 0.06 | 0.08 | 0.11 | 0.09 | 0.11 | 0.10 |
| % Yield | 0.18 | 1.12 | 1.19 | 0.73 | 0.32 | 0.62 | 0.83 | 1.19 | 0.87 | 1.23 | 1.14 |
| Capital Gains ($) | 0.00 | 0.04 | 0.00 | 0.13 | 0.78 | 0.26 | 0.39 | 0.63 | 0.71 | 0.04 | 0.18 |
| Expense Ratio | 1.64 | 1.68 | 1.69 | 1.68 | 1.72 | 1.72 | 1.75 | 1.90 | 1.91 | 1.93 | 1.93 |
* 1 = Top 20%, 5 = Bottom 20%