Nasdaq - Delayed Quote USD

Victory Extended Market Index Fund (USMIX)

24.15 -0.28 (-1.15%)
At close: 8:06 AM EST

Performance Overview

Morningstar Return Rating --
YTD Return 17.47%
5y Average Return 12.41%
Number of Years Up 16
Number of Years Down 7
Best 1Y Total Return (Nov 6, 2024) 37.26%
Worst 1Y Total Return (Nov 6, 2024) --
Best 3Y Total Return 37.26%
Worst 3Y Total Return 3.34%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
USMIX
Category
YTD
9.99%
17.04%
1-Month
-0.91%
-0.01%
3-Month
0.57%
5.47%
1-Year
35.23%
50.44%
3-Year
0.58%
13.15%
5-Year
11.22%
13.75%
10-Year
9.42%
11.35%
Last Bull Market
30.10%
25.95%
Last Bear Market
-19.93%
-22.55%

Annual Total Return (%) History

Year
USMIX
Category
2024
--
--
2023
25.65%
--
2022
-24.03%
--
2021
15.61%
--
2020
31.20%
12.39%
2019
27.94%
26.21%
2018
-9.70%
-11.15%
2017
17.72%
15.93%

2016
15.48%
14.14%
2015
-3.76%
-4.75%
2014
7.18%
7.80%
2013
37.26%
34.10%
2012
17.47%
16.15%
2011
-4.03%
-3.81%
2010
28.09%
22.52%
2009
36.39%
37.39%
2008
-39.35%
-39.18%
2007
4.71%
4.85%
2006
15.31%
14.03%
2005
10.11%
9.25%
2004
17.92%
16.30%
2003
43.44%
36.28%
2002
-18.20%
-16.55%
2001
-9.03%
-3.12%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.81% -4.04% 9.31% --
2023 5.71% 6.50% -3.38% 15.52%
2022 -7.56% -19.93% -2.51% 5.27%
2021 8.54% 6.71% -1.90% 1.75%
2020 -28.14% 30.18% 9.40% 28.18%
2019 15.86% 2.94% -1.40% 8.79%
2018 0.11% 5.84% 4.23% -18.23%
2017 4.44% 2.60% 4.90% 4.73%
2016 -1.00% 3.21% 7.07% 5.55%
2015 5.16% -0.58% -10.72% 3.11%

2014 2.61% 3.26% -4.93% 6.40%
2013 12.90% 2.13% 9.76% 8.46%
2012 14.24% -4.83% 5.16% 2.75%
2011 7.84% -0.88% -20.67% 13.17%
2010 9.68% -9.82% 12.28% 15.35%
2009 -9.56% 20.56% 19.61% 4.58%
2008 -10.26% 1.95% -9.88% -26.43%
2007 3.76% 5.14% -0.41% -3.62%
2006 9.34% -3.70% 0.31% 9.18%
2005 -3.20% 5.51% 4.79% 2.89%
2004 5.77% -0.10% -1.85% 13.70%
2003 -3.09% 21.40% 7.37% 13.55%
2002 1.92% -10.11% -15.42% 5.57%
2001 -14.96% 10.55% -18.64% 18.92%

Rank in Category (By Total Return)

YTD 81
1-Month 50
3-Month 64
1-Year 28
3-Year 89
5-Year 33

Load Adjusted Returns

1-Year 35.23%
3-Year 0.58%
5-Year 11.22%
10-Year 9.42%

Performance & Risk

YTD Return 17.47%
5y Average Return 12.41%
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Victory Capital
Net Assets 775.12M
YTD Return 9.99%
Yield 1.03%
Morningstar Rating
Inception Date Oct 27, 2000

Fund Summary

The fund's principal investment strategy is, under normal market conditions, to invest at least 80% of its assets in securities or other financial instruments of companies that are components of, or have economic characteristics similar to, the securities included in the index. The index is a market cap-weighted index consisting of the small and mid-cap companies in the U.S. equity market.

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