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Victory Sycamore Small Company Opportunity Cl Y: (MF: VSOYX)
(NASDAQ Mutual Funds) As of Apr 18, 2024 08:00 PM ET
$46.07 USD
+0.02 (0.04%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.83 | 79 |
| 3 months | 3.83 | 79 |
| 6 months | 16.22 | 82 |
| 1 Year | 12.78 | 86 |
| 3 Year | 5.40 | 22 |
| 5 Year | 10.12 | 34 |
| 10 Year | 9.29 | 18 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 12.77 |
| 5 Year | 10.12 |
| 10 Year | 9.29 |
| Since Inception | 10.80 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.83 | NA | NA | NA |
| 2023 | 2.56 | 1.03 | -3.96 | 11.93 |
| 2022 | -4.79 | -9.57 | -3.38 | 12.27 |
| 2021 | 15.75 | 2.35 | -2.10 | 8.20 |
| 2020 | -29.47 | 13.49 | 1.82 | 28.28 |
| 2019 | 10.92 | 5.22 | 1.84 | 6.62 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.83 | 11.39 | -6.62 | 25.50 | 4.55 | 26.74 | -8.40 | 11.58 | 29.77 | -0.59 | 5.92 |
| % Total Return Rel to Index | -6.72 | -14.85 | 11.58 | -3.18 | -13.84 | -4.74 | -4.01 | -10.21 | 17.84 | -1.97 | -7.71 |
| % Total Return Rel to Peer | -2.67 | -4.68 | 12.89 | 6.18 | -14.43 | 1.30 | 2.37 | -4.01 | 13.82 | 4.13 | 3.25 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 2.00 | 4.00 | 2.00 | 2.00 | 4.00 | 1.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.32 | 0.28 | 0.19 | 0.22 | 0.29 | 0.18 | 0.15 | 0.17 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.60 | 0.55 | 0.31 | 0.45 | 0.58 | 0.42 | 0.30 | 0.35 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 2.85 | 2.46 | 6.42 | 0.15 | 2.08 | 5.09 | 2.24 | 1.94 | 3.46 | 3.65 |
| Expense Ratio | 0.00 | 0.99 | 0.95 | 0.95 | 1.08 | 1.07 | 1.06 | 1.15 | 1.15 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%