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Victory Sustainable World Fund Class A: (MF: USWGX)
(NASDAQ Mutual Funds) As of Oct 14, 2024 08:00 PM ET
$32.43 USD
+0.16 (0.50%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.76 | 22 |
| 3 months | 5.05 | 52 |
| 6 months | 10.79 | 25 |
| 1 Year | 24.45 | 24 |
| 3 Year | 5.67 | 27 |
| 5 Year | 11.76 | 31 |
| 10 Year | 9.25 | 24 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 15.09 |
| 5 Year | 9.40 |
| 10 Year | 8.12 |
| Since Inception | 10.03 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.05 | 3.43 | NA | NA |
| 2023 | 7.84 | 6.84 | -2.84 | 11.06 |
| 2022 | -7.32 | -16.19 | -6.61 | 9.98 |
| 2021 | 3.98 | 7.56 | -1.24 | 6.47 |
| 2020 | -20.11 | 18.04 | 7.78 | 13.54 |
| 2019 | 14.53 | 5.40 | -0.30 | 9.42 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.76 | 24.34 | -20.22 | 17.61 | 15.41 | 31.69 | -9.98 | 23.58 | 6.80 | -1.87 | 3.58 |
| % Total Return Rel to Index | -0.33 | -0.07 | -1.12 | -0.55 | 1.34 | 6.48 | 0.43 | 3.47 | 1.47 | 0.88 | 0.65 |
| % Total Return Rel to Peer | 3.60 | 5.70 | -0.65 | 1.40 | -1.25 | 6.94 | 0.04 | 1.35 | 1.23 | 0.39 | 1.70 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 3.00 | 3.00 | 1.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.21 | 0.04 | 0.13 | 0.11 | 0.27 | 0.18 | 0.00 | 0.13 | 0.06 | 0.24 |
| % Yield | 0.00 | 0.74 | 0.18 | 0.38 | 0.36 | 0.73 | 0.61 | 0.00 | 0.46 | 0.23 | 0.83 |
| Capital Gains ($) | 0.00 | 0.00 | 0.53 | 4.96 | 1.14 | 10.14 | 1.68 | 1.19 | 0.57 | 0.56 | 0.43 |
| Expense Ratio | 1.36 | 1.35 | 1.32 | 1.32 | 1.35 | 1.35 | 1.39 | 1.42 | 1.42 | 1.38 | 1.35 |
* 1 = Top 20%, 5 = Bottom 20%