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Victory Investment Grade Convertible Fund - Class Member: (MF: SBFMX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:06 PM ET

$18.75 USD

+0.04 (0.21%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 0.89 97
3 months -0.20 91
6 months 1.72 95
1 Year 6.51 94
3 Year 7.89 89
5 Year 3.50 53
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 5.27
5 Year 4.17
10 Year NA
Since Inception 4.74

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.70 2.27 3.36 0.28
2024 3.12 0.39 6.38 -0.47
2023 0.67 3.19 -1.12 5.23
2022 -1.29 -10.08 -3.64 3.44
2021 5.90 2.10 -1.06 3.91

Annual Return

202620252024202320222021
% Total Return 0.895.279.618.10-11.5311.17
% Total Return Rel to Index -0.60-12.94-15.40-18.146.67-17.51
% Total Return Rel to Peer -3.58-10.95-1.47-0.726.556.82
% Perf Quintile vs Peer* 5.005.000.004.001.001.00
% Dividends 0.000.620.350.490.221.55
% Yield 0.003.151.833.421.267.67
Capital Gains ($) 0.000.190.000.000.140.32
Expense Ratio 0.001.101.101.101.101.10

* 1 = Top 20%, 5 = Bottom 20%