PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

Here you can find all mutual funds issued by Victory Capital and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Click on any fund in the list to see complete information, including risk and performance analysis.


Issuer: Victory Capital
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
SBFCX
Victory INCORE Investment Grade Convertible Fund C...Preferred Stock/Convertible Bonds1.39%
9.03%
6.81%
1.12%
Victory Diversified Stock FundLarge Cap Blend EquitiesOct 20, 19891.07%
19.70%
10.53%
8.68%
Victory Special Value FundLarge Cap Blend EquitiesDec 3, 19931.35%
20.46%
10.27%
7.95%
USAA Cornerstone Aggressive FundDiversified PortfolioJun 7, 20121.24%
11.55%
6.06%
1.76%
USAA Cornerstone Equity FundGlobal EquitiesJun 7, 20120.09%
14.00%
7.71%
4.47%
USAA Cornerstone Moderately Conservative FundDiversified PortfolioJun 7, 20120.90%
7.02%
3.51%
1.86%
USAA Target Retirement 2050 FundTarget Retirement DateJul 31, 20080.58%
12.60%
7.17%
3.01%
USAA Target Retirement 2040 FundTarget Retirement DateJul 30, 20080.02%
11.68%
6.66%
3.53%
USAA Target Retirement Income FundTarget Retirement DateJul 30, 20080.04%
8.06%
4.22%
4.07%
USAA Target Retirement 2060 FundTarget Retirement DateJul 11, 20130.10%
12.86%
7.13%
2.56%
USAA Target Retirement 2030 FundTarget Retirement DateJul 30, 20080.03%
10.04%
5.85%
3.86%
USAA Growth FundLarge Cap Growth EquitiesApr 5, 19710.84%
20.54%
13.64%
5.42%
USAA Precious Metals and Minerals FundPrecious MetalsAug 14, 19841.12%
25.47%
5.03%
1.96%
USAA Income FundIntermediate Core-Plus BondMar 4, 19740.44%
6.11%
2.73%
3.57%
USAA Tax Exempt Intermediate Term FundMunicipal BondsMar 18, 19820.49%
3.02%
2.46%
3.23%
USAA Aggressive Growth FundLarge Cap Growth EquitiesOct 19, 19810.63%
21.99%
13.03%
0.00%
USAA Sustainable World FundGlobal EquitiesSep 30, 19921.05%
16.87%
9.54%
0.88%
USAA Growth and Tax Strategy FundDiversified PortfolioJan 10, 19890.58%
11.61%
7.28%
1.59%
USAA Cornerstone Moderate FundDiversified PortfolioAug 31, 19951.14%
8.87%
4.24%
1.65%
USAA Small Cap Stock FundSmall Cap Blend EquitiesAug 2, 19991.10%
6.86%
7.96%
0.17%

21–40 of 64

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

Loading data...