Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 03/28/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MMSRX (VICTORY MUNDER MID-CAP CORE GROWTH FUND CLASS R) | NA | 25.28% | 5.03% | 9.88% | 7.99% | 12.55% | NA | 9.18% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMSRX (VICTORY MUNDER MID-CAP CORE GROWTH FUND CLASS R) | 07/29/2004 | 03/28/2024 |
The return data shown below all have the same latest date: 03/28/2024.
AR inception is since 07/29/2004.
AR inception is since 07/29/2004.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 25.28 | 5.03 | 9.88 | 7.99 | 12.55 | NA | 9.18 | 9.32 | 14.04 | -21.75 | 24.87 | 20.10 | 25.55 | -14.81 | 23.41 | 7.10 | -4.75 | 9.66 | 33.04 | 15.43 | -1.27 | 24.81 | 32.12 | -43.71 | 20.37 | 11.27 | 12.53 | 15.87 |
| Sharpe Ratio | NA | 1.46 | 0.12 | 0.35 | 0.34 | NA | NA | 0.36 | 2.99 | 0.62 | -0.90 | 1.34 | 0.52 | 1.79 | -0.90 | 2.58 | 0.43 | -0.30 | 0.46 | 2.56 | 1.01 | -0.05 | 1.25 | 1.16 | -1.04 | 0.98 | 0.52 | 0.74 | 3.07 |
| Standard Deviation(%) | NA | 14.70 | 19.75 | 24.02 | 20.59 | NA | NA | 21.74 | 13.66 | 15.89 | 25.81 | 18.59 | 37.99 | 13.51 | 17.96 | 8.86 | 15.92 | 15.80 | 21.19 | 12.91 | 15.40 | 28.42 | 19.79 | 27.51 | 42.60 | 17.75 | 15.47 | 13.98 | 12.93 |
| Draw Down(%) | NA | 16.18 | 29.12 | 39.86 | 39.86 | NA | NA | 57.50 | 3.11 | 16.18 | 27.10 | 8.51 | 39.86 | 6.88 | 24.73 | 3.43 | 14.09 | 14.92 | 11.65 | 6.36 | 11.79 | 24.23 | 14.00 | 23.69 | 55.46 | 12.62 | 14.47 | 7.95 | 6.20 |
| Yield(%) | 0.00 | 9.44 | 17.59 | 18.92 | 12.17 | 22.10 | 14.80 | 15.58 | 0.00 | 9.47 | 14.95 | 38.10 | 25.13 | 57.04 | 31.35 | 21.78 | 13.21 | 9.66 | 11.94 | 2.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 1.77 | 0.00 | 0.28 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMSRX (VICTORY MUNDER MID-CAP CORE GROWTH FUND CLASS R) |
-15.25%
Feb 2006 - Feb 2009 |
-0.56%
Mar 2015 - Mar 2020 |
5.53%
Jan 2006 - Jan 2016 |
5.74%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMSRX (VICTORY MUNDER MID-CAP CORE GROWTH FUND CLASS R) |
28.13%
Feb 2009 - Feb 2012 |
24.13%
Feb 2009 - Feb 2014 |
14.64%
Feb 2009 - Feb 2019 |
12.83%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart