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Victory Sycamore Established Value Fund Class A: (MF: VETAX)

(NASDAQ Mutual Funds) As of Oct 30, 2025 05:50 PM ET

$45.24 USD

-0.08 (-0.18%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2025

Total Return %* Percentile Rank Objective
YTD 2.79 91
3 months 3.59 78
6 months 5.24 92
1 Year -1.86 96
3 Year 11.61 92
5 Year 13.64 48
10 Year 10.76 67

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 139.96
Bear Market (10/07 - 2/09) -42.47
Bull Market (2/09 - 3/21) 785.94

Load Adjusted Returns as of Sep 30, 2025

1 Year -7.19
5 Year 12.38
10 Year 10.15
Since Inception 9.73

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.32 1.59 3.59 NA
2024 9.12 -4.21 9.16 -4.52
2023 1.65 2.11 -4.15 10.51
2022 0.41 -11.30 -3.36 12.91
2021 16.29 5.43 -0.68 7.96
2020 -29.41 20.41 5.25 20.50

Annual Return

20252024202320222021202020192018201720162015
% Total Return 2.798.939.95-2.8331.487.8028.37-10.2315.6820.660.66
% Total Return Rel to Index -12.03-16.08-16.2915.372.79-10.60-3.12-5.83-6.118.72-0.72
% Total Return Rel to Peer -8.49-10.45-13.0416.869.42-12.11-0.05-3.37-4.9912.842.26
% Perf Quintile vs Peer* 0.000.005.001.001.004.004.004.004.001.003.00
% Dividends 0.270.460.510.600.700.450.430.360.230.190.29
% Yield 0.550.870.821.201.261.010.970.940.530.500.81
Capital Gains ($) 0.004.692.202.943.311.671.903.051.000.353.23
Expense Ratio 0.890.900.900.900.900.920.920.890.900.950.99

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