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Victory Sycamore Small Company Opp A (SSGSX)
At close: 8:01 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.93% |
| 5y Average Return | 7.93% |
| Number of Years Up | 17 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Nov 5, 2024) | 32.91% |
| Worst 1Y Total Return (Nov 5, 2024) | -- |
| Best 3Y Total Return | 32.91% |
| Worst 3Y Total Return | 6.49% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SSGSX
Category
- YTD
- 3.23%
- 26.79%
- 1-Month
- -1.28%
- -1.77%
- 3-Month
- -3.26%
- 4.45%
- 1-Year
- 21.26%
- 71.02%
- 3-Year
- 3.41%
- 9.35%
- 5-Year
- 7.92%
- 12.17%
- 10-Year
- 8.96%
- 9.95%
- Last Bull Market
- 21.90%
- 28.07%
- Last Bear Market
- -9.65%
- -24.24%
Annual Total Return (%) History
Year
SSGSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.77% | -5.80% | 6.97% | -- |
| 2023 | 2.47% | 0.98% | -4.03% | 11.83% |
| 2022 | -4.88% | -9.65% | -3.48% | 12.22% |
| 2021 | 15.68% | 2.27% | -2.20% | 8.14% |
| 2020 | -29.53% | 13.45% | 1.77% | 28.29% |
| 2019 | 10.88% | 5.17% | 1.78% | 6.58% |
| 2018 | -1.16% | 4.76% | 3.78% | -14.91% |
| 2017 | -0.05% | 1.11% | 7.00% | 3.09% |
| 2016 | 2.13% | 3.14% | 8.24% | 13.71% |
| 2015 | 2.42% | 0.25% | -5.81% | 2.65% |
| 2014 | 3.08% | 1.88% | -6.91% | 8.89% |
| 2013 | 11.11% | 0.86% | 7.43% | 10.39% |
| 2012 | 9.42% | -3.62% | 2.57% | 3.68% |
| 2011 | 7.78% | -1.45% | -18.26% | 16.51% |
| 2010 | 7.22% | -7.90% | 7.52% | 14.46% |
| 2009 | -14.22% | 21.59% | 22.46% | 4.04% |
| 2008 | -2.60% | 1.20% | -2.68% | -24.31% |
| 2007 | 3.61% | 4.83% | -5.58% | -5.68% |
| 2006 | 10.61% | -1.29% | 2.34% | 8.90% |
| 2005 | -1.44% | 2.45% | 5.22% | -0.51% |
| 2004 | 7.81% | 3.70% | 0.44% | 11.14% |
| 2003 | -4.79% | 17.25% | 3.75% | 12.80% |
| 2002 | 7.67% | 0.04% | -16.41% | 5.39% |
| 2001 | -10.32% | 11.79% | -15.97% | 10.54% |
| 2000 | 1.18% | 6.46% | 8.25% | 5.37% |
| 1999 | 14.34% | -10.98% | 8.87% | -- |
Rank in Category (By Total Return)
| YTD | 80 |
| 1-Month | 32 |
| 3-Month | 53 |
| 1-Year | 89 |
| 3-Year | 65 |
| 5-Year | 82 |
Load Adjusted Returns
| 1-Year | 14.29% |
| 3-Year | 1.38% |
| 5-Year | 6.65% |
| 10-Year | 8.32% |
Performance & Risk
| YTD Return | 5.93% |
| 5y Average Return | 7.93% |
| Rank in Category (ytd) | 80 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Value |
| Fund Family | Victory Capital |
| Net Assets | 6.59B |
| YTD Return | 3.23% |
| Yield | 0.36% |
| Morningstar Rating | |
| Inception Date | Jan 28, 2013 |
Fund Summary
The fund invests primarily in the equity securities of smaller companies that the Adviser believes to be undervalued relative to the underlying earnings potential of the company. Under normal circumstances, the fund will invest at least 80% of its assets in equity securities of small companies. "Small companies" are companies that at the time of purchase have market capitalizations within the range of companies comprising the Russell 2000? Value Index.
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