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Victory US 500 Enhanced Volatility Wtd Index Fund ...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US92647P2589

Issuer

Victory

Inception Date

Nov 19, 2012

Min. Investment

$2,000,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

CUHIX has an expense ratio of 0.74%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Victory US 500 Enhanced Volatility Wtd Index Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


200.00%250.00%300.00%350.00%December2025FebruaryMarchApril
192.97%
301.55%
CUHIX (Victory US 500 Enhanced Volatility Wtd Index Fund)
Benchmark (^GSPC)

Returns By Period

Victory US 500 Enhanced Volatility Wtd Index Fund (CUHIX) returned -3.45% year-to-date (YTD) and 3.29% over the past 12 months. Over the past 10 years, CUHIX returned 7.30% annually, underperforming the S&P 500 benchmark at 10.45%.


CUHIX

YTD

-3.45%

1M

1.75%

6M

-7.68%

1Y

3.29%

5Y*

7.23%

10Y*

7.30%

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

Monthly Returns

The table below presents the monthly returns of CUHIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.86%-0.89%-3.35%-2.96%-3.45%
20240.21%4.57%4.19%-4.70%2.82%-0.53%4.04%2.65%2.00%-1.18%7.07%-6.51%14.67%
20231.28%-3.78%-0.19%0.51%-3.65%2.57%2.78%-2.30%-4.56%-3.23%2.67%4.44%-3.93%
2022-5.46%-1.77%2.74%-6.32%0.35%-7.43%2.92%-0.73%-2.20%4.13%3.47%-4.63%-14.75%
2021-1.31%3.55%5.43%5.05%1.03%0.28%2.52%2.23%-4.67%5.67%-2.22%6.13%25.62%
2020-0.95%-9.24%-1.19%7.62%3.15%0.15%2.90%3.91%-1.85%-0.50%11.14%3.99%19.19%
20192.18%4.04%0.33%4.11%-5.92%7.02%1.33%-2.08%1.96%0.97%3.79%2.19%21.14%
20184.78%-3.68%-0.64%-0.37%1.60%0.03%3.09%2.76%-0.76%-7.80%2.82%-10.23%-9.16%
20171.97%3.73%0.03%1.22%1.21%1.05%1.25%-0.06%2.57%2.28%4.12%0.67%21.87%
2016-5.43%1.59%7.04%0.44%1.83%-0.43%3.84%0.56%-0.62%-1.89%5.35%1.52%14.03%
2015-2.78%5.80%-0.77%-0.70%1.27%-1.39%1.91%-5.48%-2.61%6.34%0.50%-2.43%-0.99%
2014-3.29%4.95%0.47%-0.22%1.91%2.38%-2.61%4.20%-2.38%2.78%2.64%-5.06%5.34%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of CUHIX is 47, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of CUHIX is 4747
Overall Rank
The Sharpe Ratio Rank of CUHIX is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of CUHIX is 4545
Sortino Ratio Rank
The Omega Ratio Rank of CUHIX is 4444
Omega Ratio Rank
The Calmar Ratio Rank of CUHIX is 4949
Calmar Ratio Rank
The Martin Ratio Rank of CUHIX is 4646
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Victory US 500 Enhanced Volatility Wtd Index Fund (CUHIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Victory US 500 Enhanced Volatility Wtd Index Fund Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: 0.39
  • 5-Year: 0.55
  • 10-Year: 0.53
  • All Time: 0.67

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Victory US 500 Enhanced Volatility Wtd Index Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchApril
0.39
0.55
CUHIX (Victory US 500 Enhanced Volatility Wtd Index Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Victory US 500 Enhanced Volatility Wtd Index Fund provided a 0.94% dividend yield over the last twelve months, with an annual payout of $0.10 per share.


0.50%1.00%1.50%$0.00$0.05$0.10$0.1520142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.10$0.14$0.17$0.11$0.12$0.09$0.14$0.13$0.16$0.15$0.11$0.05

Dividend yield

0.94%1.24%1.76%1.08%0.71%0.64%1.05%0.99%0.95%0.99%0.81%0.38%

Monthly Dividends

The table displays the monthly dividend distributions for Victory US 500 Enhanced Volatility Wtd Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.03$0.00$0.03
2024$0.00$0.00$0.06$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.02$0.14
2023$0.00$0.00$0.08$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.02$0.17
2022$0.00$0.00$0.04$0.00$0.00$0.02$0.00$0.00$0.03$0.00$0.00$0.02$0.11
2021$0.00$0.00$0.03$0.00$0.00$0.02$0.00$0.00$0.04$0.00$0.00$0.04$0.12
2020$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.02$0.09
2019$0.00$0.00$0.06$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.01$0.14
2018$0.00$0.00$0.03$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.02$0.13
2017$0.00$0.00$0.04$0.00$0.00$0.05$0.00$0.00$0.03$0.00$0.00$0.05$0.16
2016$0.00$0.00$0.04$0.00$0.00$0.05$0.00$0.00$0.02$0.00$0.00$0.04$0.15
2015$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.03$0.00$0.00$0.03$0.11
2014$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.02$0.05

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchApril
-9.74%
-9.36%
CUHIX (Victory US 500 Enhanced Volatility Wtd Index Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Victory US 500 Enhanced Volatility Wtd Index Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Victory US 500 Enhanced Volatility Wtd Index Fund was 25.03%, occurring on Oct 27, 2023. Recovery took 271 trading sessions.

The current Victory US 500 Enhanced Volatility Wtd Index Fund drawdown is 9.74%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-25.03%Jan 5, 2022456Oct 27, 2023271Nov 25, 2024727
-21.01%Sep 21, 201865Dec 24, 2018244Dec 12, 2019309
-17.32%Dec 2, 202487Apr 8, 2025
-16.68%Feb 20, 202023Mar 23, 202096Aug 7, 2020119
-15.89%Dec 8, 2014297Feb 11, 2016104Jul 12, 2016401

Volatility

Volatility Chart

The current Victory US 500 Enhanced Volatility Wtd Index Fund volatility is 11.89%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchApril
11.89%
14.10%
CUHIX (Victory US 500 Enhanced Volatility Wtd Index Fund)
Benchmark (^GSPC)