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Victory Strategic Allocation I (VBFIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.17-0.03 (-0.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.14%
5-year average return7.10%
Number of years up11
Number of years down5
Best 1-yr total return (27 June 2024)22.16%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return22.16%
Worst 3-yr total return3.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVBFIXCategory
YTD5.56%8.60%
1-month3.57%0.11%
3-month3.96%4.82%
1-year14.56%25.33%
3-year2.47%8.02%
5-year7.85%8.06%
10-year6.13%6.03%
Last bull market15.38%13.54%
Last bear market-10.78%-13.20%

Annual total return (%) history

Year
VBFIXCategory
2024
N/AN/A
2023
12.31%N/A
2022
-11.91%N/A
2021
12.78%N/A
2020
12.05%6.18%
2019
17.93%16.10%
2018
-6.76%-8.26%
2017
14.84%14.79%
2016
4.00%6.04%
2015
-0.46%-4.15%
2014
7.86%1.54%
2013
22.16%10.07%
2012
12.05%10.74%
2011
-1.43%-3.99%
2010
10.65%10.58%
2009
20.84%24.37%
2008
-25.81%-28.98%
2007
N/A11.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.52%N/AN/AN/A
20234.21%3.09%-2.67%7.40%
2022-3.03%-10.78%-4.98%7.15%
20214.74%4.75%-1.22%4.06%
2020-15.95%14.69%4.80%10.91%
20197.97%2.83%-0.06%6.28%
2018-0.84%0.25%1.43%-7.53%
20174.31%2.40%3.54%3.83%
2016-0.55%1.56%2.53%0.43%
20150.33%-0.06%-3.24%2.60%
20140.53%3.73%0.66%2.76%
20136.47%2.76%5.33%6.00%
20128.62%-2.97%5.52%0.75%
20113.10%-1.06%-11.12%8.72%
20103.37%-8.57%9.14%7.28%
2009-5.61%10.61%12.02%3.32%
2008-6.01%1.66%-8.19%-15.44%
2007-0.27%N/AN/AN/A

Rank in category (by total return)

YTD30
1-month28
3-month26
1-year42
3-year34
5-year17

Load adjusted returns

1-year14.56%
3-year2.47%
5-year7.85%
10-year6.13%