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Victory Diversified Stock Fund Class C: (MF: VDSCX)
(NASDAQ Mutual Funds) As of Jul 29, 2024 08:00 PM ET
$18.97 USD
+0.03 (0.16%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.88 | 26 |
| 3 months | 3.66 | 30 |
| 6 months | 15.88 | 26 |
| 1 Year | 22.45 | 39 |
| 3 Year | 10.33 | 8 |
| 5 Year | 13.99 | 32 |
| 10 Year | 9.58 | 54 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 116.97 |
| Bear Market (10/07 - 2/09) | -49.73 |
| Bull Market (2/09 - 3/21) | 528.73 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 21.22 |
| 5 Year | 13.99 |
| 10 Year | 9.58 |
| Since Inception | 7.18 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.79 | 3.66 | NA | NA |
| 2023 | 6.31 | 9.92 | -3.16 | 9.11 |
| 2022 | -7.17 | -16.08 | -2.44 | 6.01 |
| 2021 | 7.52 | 7.51 | 2.62 | 13.49 |
| 2020 | -24.63 | 23.69 | 9.18 | 10.55 |
| 2019 | 11.47 | 4.22 | 0.76 | 9.34 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.88 | 23.49 | -19.42 | 34.64 | 12.53 | 28.01 | -14.08 | 26.21 | 2.92 | -3.69 | 9.20 |
| % Total Return Rel to Index | 0.57 | -2.75 | -1.22 | 5.96 | -5.86 | -3.47 | -9.68 | 4.42 | -9.01 | -5.08 | -4.44 |
| % Total Return Rel to Peer | 5.21 | 0.49 | 0.27 | 12.58 | -7.38 | -0.41 | -7.21 | 5.53 | -4.89 | -2.09 | 0.99 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 1.00 | 4.00 | 4.00 | 5.00 | 2.00 | 4.00 | 4.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.08 | 0.01 | 0.04 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.42 | 0.05 | 0.17 |
| Capital Gains ($) | 0.00 | 1.97 | 1.69 | 3.37 | 0.46 | 1.15 | 1.91 | 4.29 | 0.22 | 1.75 | 3.21 |
| Expense Ratio | 0.00 | 2.02 | 2.02 | 2.02 | 2.05 | 2.02 | 1.89 | 1.87 | 1.90 | 1.91 | 1.89 |
* 1 = Top 20%, 5 = Bottom 20%