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Victory Core Plus Intermediate Bond Fund Shares: (MF: USIBX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$9.14 USD
-0.03 (-0.33%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.68 | 15 |
| 3 months | 2.68 | 15 |
| 6 months | 0.08 | 57 |
| 1 Year | 5.34 | 57 |
| 3 Year | 1.61 | 57 |
| 5 Year | 2.54 | 49 |
| 10 Year | 2.72 | 26 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 25.88 |
| Bear Market (10/07 - 2/09) | -15.41 |
| Bull Market (2/09 - 3/21) | 144.73 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 5.34 |
| 5 Year | 2.54 |
| 10 Year | 2.72 |
| Since Inception | 4.78 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.68 | NA | NA | NA |
| 2024 | 0.33 | 0.24 | 4.99 | -2.53 |
| 2023 | 3.67 | -0.29 | -2.50 | 6.33 |
| 2022 | -5.70 | -5.38 | -3.92 | 1.88 |
| 2021 | -1.79 | 2.37 | 0.27 | 0.06 |
| 2020 | -3.71 | 7.87 | 2.56 | 2.68 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.68 | 2.93 | 7.16 | -12.67 | 0.88 | 9.39 | 11.08 | -0.98 | 5.89 | 6.67 | -2.29 |
| % Total Return Rel to Index | -0.09 | 1.67 | 1.63 | 0.35 | 2.43 | 1.88 | 2.35 | -1.00 | 2.34 | 4.01 | -2.86 |
| % Total Return Rel to Peer | 0.83 | -1.45 | -0.01 | -2.52 | 0.83 | 2.35 | 2.83 | -0.08 | 2.29 | 3.14 | -1.31 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 2.00 | 2.00 | 2.00 | 3.00 | 2.00 | 1.00 | 5.00 |
| % Dividends | 0.10 | 0.40 | 0.37 | 0.28 | 0.24 | 0.33 | 0.38 | 0.37 | 0.36 | 0.40 | 0.43 |
| % Yield | 1.05 | 4.22 | 4.17 | 3.01 | 2.14 | 2.74 | 3.33 | 3.47 | 3.25 | 3.64 | 4.01 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.28 | 0.40 | 0.15 | 0.00 | 0.00 | 0.00 | 0.01 |
| Expense Ratio | 0.00 | 0.64 | 0.66 | 0.65 | 0.63 | 0.58 | 0.64 | 0.63 | 0.63 | 0.62 | 0.68 |
* 1 = Top 20%, 5 = Bottom 20%