Nasdaq - Delayed Quote USD

Victory Growth and Tax Strategy Fund (USBLX)

28.27 -0.06 (-0.21%)
As of 8:06 AM EST. Market Open.

Fund Summary

Using preset target ranges, the fund's strategy is to invest a majority of its assets in tax-exempt bonds and money market instruments (50% - 70%) and the remainder in blue chip stocks (30% - 50%). It is managed with the goal of minimizing the impact of federal income tax to shareholders.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 24.06%
Worst 1Y Total Return --
Number of Years Up 27
Number of Years Down 7

Performance & Risk

YTD Return 13.48%
5y Average Return 7.73%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
USBLXCategory AverageUSBLXCategory AverageUSBLXCategory Average
Alpha 1.8 -0.01 1.61 -0.01 1.59 -0
BETA 0.95 0.01 0.9 0.01 0.86 0.01
Mean Annual Return 0.38 0.01 0.66 0.01 0.61 0.01
R-squared 93.15 0.92 92.37 0.91 90.82 0.91
Standard Deviation 12.39 0.1 11.6 0.08 9.06 0.07
Sharpe Ratio 0.05 0.01 0.47 0.01 0.62 0.01
Treynor Ratio -0.19 0.09 5.56 0.08 6.27 0.07

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