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Victory Target Retirement 2030 (URTRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.15+0.08 (+0.66%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.40%
5-year average return5.87%
Number of years up11
Number of years down4
Best 1-yr total return (2 May 2024)31.68%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return31.68%
Worst 3-yr total return1.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnURTRXCategory
YTD1.96%7.97%
1-month-2.68%0.98%
3-month1.70%5.18%
1-year10.25%25.53%
3-year2.07%11.28%
5-year5.57%10.98%
10-year5.33%8.54%
Last bull market16.05%17.21%
Last bear market-10.50%-15.52%

Annual total return (%) history

Year
URTRXCategory
2024
N/AN/A
2023
14.39%N/A
2022
-13.53%N/A
2021
12.24%N/A
2020
9.25%12.99%
2019
17.13%20.07%
2018
-6.99%-6.25%
2017
16.12%16.57%
2016
8.70%7.33%
2015
-2.81%-1.79%
2014
3.43%5.04%
2013
13.71%16.65%
2012
13.16%13.59%
2011
-1.16%-2.26%
2010
15.34%13.47%
2009
31.68%28.87%
2008
N/A-36.04%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.77%N/AN/AN/A
20234.67%3.03%-2.25%8.51%
2022-4.57%-10.50%-5.44%7.07%
20213.68%4.89%-1.13%4.39%
2020-15.00%12.45%4.61%9.25%
20198.26%3.04%0.45%4.53%
2018-1.16%0.07%2.70%-8.45%
20174.73%3.26%3.44%3.80%
20160.97%2.49%4.23%0.78%
20151.69%-0.08%-6.64%2.45%
20141.29%3.76%-2.39%0.82%
20134.16%-1.20%5.17%5.07%
20128.42%-2.95%5.48%1.97%
20113.61%1.19%-11.49%6.52%
20104.46%-5.69%10.15%6.29%
2009-5.86%16.37%14.53%4.95%
2008-13.61%N/AN/AN/A

Rank in category (by total return)

YTD18
1-month6
3-month20
1-year26
3-year7
5-year69

Load adjusted returns

1-year10.25%
3-year2.07%
5-year5.57%
10-year5.33%