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Victory Trivalent International Sm-Cp I (MISIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.42+0.17 (+1.11%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.17%
5-year average return5.72%
Number of years up10
Number of years down6
Best 1-yr total return (1 July 2024)37.58%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return37.58%
Worst 3-yr total return-0.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMISIXCategory
YTD4.69%12.18%
1-month-3.68%-0.68%
3-month-1.24%6.41%
1-year9.80%43.30%
3-year-2.17%7.71%
5-year5.85%11.00%
10-year5.27%7.08%
Last bull market22.38%15.99%
Last bear market-17.17%-22.93%

Annual total return (%) history

Year
MISIXCategory
2024
N/AN/A
2023
15.45%N/A
2022
-23.14%N/A
2021
12.39%N/A
2020
15.42%10.92%
2019
27.88%22.52%
2018
-20.21%-19.13%
2017
37.13%31.58%
2016
-0.70%1.79%
2015
8.20%3.79%
2014
-0.20%-5.05%
2013
32.98%25.35%
2012
24.32%18.99%
2011
-11.55%-14.41%
2010
25.49%21.01%
2009
37.58%42.79%
2008
-53.49%-45.45%
2007
N/A5.64%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.00%-1.24%N/AN/A
20237.11%2.77%-4.61%9.96%
2022-10.10%-17.17%-11.32%16.40%
20214.72%6.50%-0.55%1.34%
2020-27.84%26.37%12.36%12.64%
201912.46%3.14%0.38%9.83%
2018-0.07%-0.75%-0.75%-18.94%
20178.33%9.55%8.10%6.89%
2016-1.88%-1.92%7.53%-4.05%
20156.72%5.76%-9.05%5.41%
20144.93%3.10%-6.19%-1.66%
20138.48%-0.11%12.75%8.84%
201215.68%-7.67%10.11%5.71%
20114.24%3.45%-20.71%3.46%
20104.78%-11.85%19.14%14.05%
2009-13.39%27.43%20.94%3.07%
2008-10.47%-3.20%-27.09%-26.39%
2007-6.97%N/AN/AN/A

Rank in category (by total return)

YTD24
1-month88
3-month66
1-year43
3-year48
5-year26

Load adjusted returns

1-year9.80%
3-year-2.17%
5-year5.85%
10-year5.27%