Nasdaq - Delayed Quote USD
Victory Extended Market Index Fund (USMIX)
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
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
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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