Victory Aggressive Growth Fund Institutional Shares: (MF: UIAGX)
(NASDAQ Mutual Funds) As of Oct 1, 2024 08:00 PM ET
$66.40 USD
-0.92 (-1.37%)
Latest Performance as of Aug 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 20.76 | 37 |
3 months | 4.98 | 66 |
6 months | 8.35 | 57 |
1 Year | 30.93 | 34 |
3 Year | 5.05 | 45 |
5 Year | 15.55 | 31 |
10 Year | 13.06 | 40 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
1 Year | 37.35 |
5 Year | 15.11 |
10 Year | 13.63 |
Since Inception | 14.38 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 14.56 | 7.57 | NA | NA |
2023 | 17.00 | 13.87 | -2.65 | 14.49 |
2022 | -13.30 | -22.64 | -4.39 | 1.04 |
2021 | -0.80 | 12.31 | -0.76 | 5.80 |
2020 | -12.96 | 30.58 | 13.08 | 10.37 |
2019 | 14.58 | 4.73 | -5.94 | 9.21 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 20.76 | 48.50 | -35.21 | 16.97 | 41.85 | 23.28 | -0.79 | 29.98 | 0.79 | 6.20 | 10.98 |
% Total Return Rel to Index | 1.21 | 22.26 | -17.01 | -11.70 | 23.45 | -8.21 | 3.59 | 8.19 | -11.14 | 4.81 | -2.66 |
% Total Return Rel to Peer | 5.81 | 22.37 | -10.35 | 2.14 | 16.06 | -1.93 | 3.61 | 10.74 | -2.70 | 6.02 | 5.32 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 3.00 | 2.00 | 5.00 | 2.00 | 2.00 | 4.00 | 1.00 | 2.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.12 | 0.05 | 0.36 | 0.39 | 0.87 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 0.26 | 0.09 | 0.88 | 0.89 | 1.90 |
Capital Gains ($) | 0.00 | 0.00 | 0.84 | 6.37 | 0.10 | 7.61 | 6.78 | 3.83 | 2.39 | 2.33 | 4.10 |
Expense Ratio | 0.63 | 0.53 | 0.66 | 0.66 | 0.70 | 0.70 | 0.75 | 0.73 | 0.70 | 0.68 | 0.68 |
* 1 = Top 20%, 5 = Bottom 20%