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Victory Strategic Allocation Fund Class C: (MF: VBFCX)
(NASDAQ Mutual Funds) As of Apr 29, 2025 08:00 PM ET
$18.24 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.90 | 57 |
| 3 months | -0.90 | 57 |
| 6 months | -3.39 | 93 |
| 1 Year | 3.72 | 84 |
| 3 Year | 2.68 | 92 |
| 5 Year | 9.12 | 67 |
| 10 Year | 4.90 | 82 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -36.25 |
| Bull Market (2/09 - 3/21) | 236.85 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 2.68 |
| 5 Year | 9.12 |
| 10 Year | 4.91 |
| Since Inception | 5.70 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.90 | NA | NA | NA |
| 2024 | 4.15 | 1.45 | 5.83 | -2.51 |
| 2023 | 3.96 | 2.80 | -2.91 | 7.08 |
| 2022 | -3.24 | -11.03 | -5.22 | 6.95 |
| 2021 | 4.49 | 4.50 | -1.48 | 3.81 |
| 2020 | -16.13 | 14.38 | 4.56 | 10.58 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.90 | 9.02 | 11.11 | -12.73 | 11.68 | 10.92 | 16.74 | -7.72 | 13.61 | 3.15 | -1.38 |
| % Total Return Rel to Index | 3.36 | -15.99 | -15.12 | 5.47 | -17.00 | -7.47 | -14.74 | -3.33 | -8.18 | -8.78 | -2.77 |
| % Total Return Rel to Peer | -0.39 | -2.60 | -2.84 | 1.02 | -1.50 | -0.35 | -2.02 | -2.15 | 0.46 | -3.19 | 0.94 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 4.00 | 3.00 | 5.00 | 5.00 | 3.00 | 5.00 | 4.00 |
| % Dividends | 0.04 | 0.24 | 0.30 | 0.10 | 0.67 | 0.10 | 0.11 | 0.41 | 0.38 | 0.12 | 0.19 |
| % Yield | 0.21 | 1.19 | 1.25 | 0.58 | 3.26 | 0.52 | 0.63 | 2.70 | 2.24 | 0.80 | 1.28 |
| Capital Gains ($) | 0.00 | 0.51 | 0.18 | 0.48 | 0.00 | 0.00 | 0.40 | 0.13 | 0.19 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.15 | 1.15 | 1.15 | 1.15 | 1.15 | 1.15 | 1.15 | 1.03 | 0.95 | 1.85 |
* 1 = Top 20%, 5 = Bottom 20%