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Victory Sycamore Established Value Fund Class R: (MF: GETGX)

(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET

$50.41 USD

+0.55 (1.10%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 11.62 72
3 months 5.13 68
6 months 7.83 60
1 Year 17.32 76
3 Year 7.00 37
5 Year 12.99 46
10 Year 10.80 44

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 137.92
Bear Market (10/07 - 2/09) -42.61
Bull Market (2/09 - 3/21) 759.71

Load Adjusted Returns as of Aug 31, 2024

1 Year 10.50
5 Year 11.08
10 Year 10.05
Since Inception 9.44

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 9.07 -4.26 NA NA
2023 1.61 2.06 -4.18 10.45
2022 0.37 -11.34 -3.42 12.82
2021 16.25 5.37 -0.74 7.89
2020 -29.45 20.36 5.18 20.43
2019 13.59 4.56 1.97 5.75

Annual Return

20242023202220212020201920182017201620152014
% Total Return 11.629.75-3.0331.197.5728.09-10.4015.4520.440.4611.75
% Total Return Rel to Index -7.92-16.4915.172.50-10.82-3.39-6.01-6.338.50-0.92-1.89
% Total Return Rel to Peer -3.22-13.2416.669.13-12.34-0.33-3.54-5.2112.622.063.54
% Perf Quintile vs Peer* 0.005.001.001.004.004.004.004.001.003.002.00
% Dividends 0.190.430.510.610.390.350.280.160.120.230.30
% Yield 0.360.901.041.110.880.800.760.380.330.650.76
Capital Gains ($) 0.002.202.943.311.671.903.051.000.353.234.55
Expense Ratio 0.001.111.111.111.121.131.101.101.131.161.20

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