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Victory Sycamore Small Company Opportunity Cl R: (MF: GOGFX)
(NASDAQ Mutual Funds) As of Aug 12, 2024 08:00 PM ET
$42.47 USD
-0.41 (-0.96%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.56 | 90 |
| 3 months | 10.18 | 61 |
| 6 months | 10.08 | 86 |
| 1 Year | 9.04 | 82 |
| 3 Year | 5.29 | 33 |
| 5 Year | 8.97 | 55 |
| 10 Year | 9.70 | 23 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 124.99 |
| Bear Market (10/07 - 2/09) | -45.65 |
| Bull Market (2/09 - 3/21) | 651.99 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 4.72 |
| 5 Year | 7.26 |
| 10 Year | 8.09 |
| Since Inception | 8.88 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.70 | -5.84 | NA | NA |
| 2023 | 2.44 | 0.93 | -4.07 | 11.81 |
| 2022 | -4.91 | -9.68 | -3.52 | 12.15 |
| 2021 | 15.63 | 2.23 | -2.22 | 8.07 |
| 2020 | -29.55 | 13.41 | 1.73 | 28.20 |
| 2019 | 10.84 | 5.11 | 1.74 | 6.53 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.56 | 10.90 | -7.07 | 24.92 | 4.19 | 26.28 | -8.77 | 11.24 | 29.32 | -0.91 | 6.15 |
| % Total Return Rel to Index | -10.14 | -15.34 | 11.13 | -3.75 | -14.20 | -5.20 | -4.38 | -10.54 | 17.38 | -2.30 | -7.49 |
| % Total Return Rel to Peer | -4.46 | -5.17 | 12.44 | 5.61 | -14.79 | 0.84 | 2.00 | -4.35 | 13.37 | 3.81 | 3.47 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 2.00 | 4.00 | 3.00 | 2.00 | 4.00 | 1.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.12 | 0.08 | 0.00 | 0.10 | 0.14 | 0.03 | 0.12 | 0.04 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.25 | 0.18 | 0.00 | 0.23 | 0.30 | 0.07 | 0.24 | 0.10 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 2.85 | 2.45 | 6.42 | 0.15 | 2.08 | 5.09 | 2.24 | 1.94 | 3.37 | 3.63 |
| Expense Ratio | 0.00 | 1.45 | 1.42 | 1.42 | 1.44 | 1.44 | 1.44 | 1.45 | 1.48 | 1.52 | 1.58 |
* 1 = Top 20%, 5 = Bottom 20%