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Victory Core Plus Intermediate Bond Fund Shares: (MF: USIBX)
(NASDAQ Mutual Funds) As of Jul 26, 2024 08:00 PM ET
$9.17 USD
+0.03 (0.33%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.58 | 60 |
| 3 months | 0.24 | 72 |
| 6 months | 0.58 | 60 |
| 1 Year | 4.28 | 75 |
| 3 Year | -1.88 | 55 |
| 5 Year | 1.36 | 49 |
| 10 Year | 2.41 | 25 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 25.88 |
| Bear Market (10/07 - 2/09) | -15.41 |
| Bull Market (2/09 - 3/21) | 137.97 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 4.28 |
| 5 Year | 1.36 |
| 10 Year | 2.41 |
| Since Inception | 4.72 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.33 | 0.24 | NA | NA |
| 2023 | 3.67 | -0.29 | -2.50 | 6.33 |
| 2022 | -5.70 | -5.38 | -3.92 | 1.88 |
| 2021 | -1.79 | 2.37 | 0.27 | 0.06 |
| 2020 | -3.71 | 7.87 | 2.56 | 2.68 |
| 2019 | 4.20 | 3.51 | 2.10 | 0.87 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.58 | 7.16 | -12.67 | 0.88 | 9.39 | 11.08 | -0.98 | 5.89 | 6.67 | -2.29 | 5.75 |
| % Total Return Rel to Index | 1.28 | 1.63 | 0.35 | 2.43 | 1.88 | 2.35 | -1.00 | 2.34 | 4.01 | -2.86 | -0.19 |
| % Total Return Rel to Peer | -0.90 | -0.01 | -2.52 | 0.83 | 2.35 | 2.83 | -0.08 | 2.29 | 3.14 | -1.31 | 2.33 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 1.00 | 2.00 | 2.00 | 3.00 | 2.00 | 1.00 | 5.00 | 2.00 |
| % Dividends | 0.20 | 0.37 | 0.28 | 0.24 | 0.33 | 0.38 | 0.37 | 0.36 | 0.40 | 0.43 | 0.44 |
| % Yield | 2.10 | 4.05 | 3.01 | 2.14 | 2.74 | 3.33 | 3.47 | 3.25 | 3.64 | 4.01 | 3.86 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.28 | 0.40 | 0.15 | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 |
| Expense Ratio | 0.00 | 0.66 | 0.65 | 0.63 | 0.58 | 0.64 | 0.63 | 0.63 | 0.62 | 0.68 | 0.68 |
* 1 = Top 20%, 5 = Bottom 20%