Victory Sycamore Small Company Opportunity Fund (GOGFX)
The fund invests primarily in the equity securities of smaller companies that the Adviser believes to be undervalued relative to the underlying earnings potential of the company. Under normal circumstances, the fund will invest at least 80% of its assets in equity securities of small companies. "Small companies" are companies that at the time of purchase have market capitalizations within the range of companies comprising the Russell 2000 Value Index.
Fund Info
US9264643894
Aug 16, 1983
$0
Small-Cap
Value
Expense Ratio
GOGFX has a high expense ratio of 1.42%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Victory Sycamore Small Company Opportunity Fund (GOGFX) returned -9.29% year-to-date (YTD) and -5.42% over the past 12 months. Over the past 10 years, GOGFX returned 7.43% annually, underperforming the S&P 500 benchmark at 10.85%.
GOGFX
-9.29%
1.42%
-16.21%
-5.42%
1.83%
9.95%
7.43%
^GSPC (Benchmark)
0.51%
3.96%
-2.00%
12.02%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of GOGFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.38% | -3.96% | -6.08% | -5.79% | 4.27% | -9.29% | |||||||
| 2024 | -3.19% | 3.32% | 3.68% | -6.74% | 3.99% | -2.92% | 9.14% | -1.54% | -0.51% | -1.31% | 10.19% | -7.63% | 4.87% |
| 2023 | 7.88% | -1.20% | -3.89% | -2.90% | -2.84% | 6.99% | 4.82% | -2.92% | -5.74% | -4.83% | 7.08% | 9.91% | 11.10% |
| 2022 | -5.40% | 1.60% | -1.07% | -4.22% | 2.10% | -7.64% | 9.62% | -3.24% | -9.04% | 12.38% | 5.73% | -5.64% | -7.11% |
| 2021 | -0.00% | 10.69% | 4.47% | 3.57% | 0.88% | -2.15% | -0.57% | 1.53% | -3.15% | 4.34% | -2.31% | 5.90% | 24.78% |
| 2020 | -4.63% | -10.05% | -17.88% | 9.89% | 2.62% | 0.57% | 2.72% | 5.44% | -6.07% | 3.20% | 16.52% | 6.62% | 4.21% |
| 2019 | 9.04% | 3.75% | -2.02% | 5.47% | -6.97% | 7.13% | 0.86% | -3.63% | 4.67% | 1.47% | 2.50% | 2.46% | 26.31% |
| 2018 | 3.02% | -5.30% | 1.24% | 1.04% | 3.10% | 0.53% | 3.43% | 2.40% | -2.08% | -8.58% | 2.92% | -9.83% | -8.99% |
| 2017 | -1.56% | 1.73% | -0.24% | 0.70% | -1.46% | 1.86% | 1.85% | -2.87% | 8.08% | 1.11% | 2.49% | -0.55% | 11.26% |
| 2016 | -5.39% | 0.63% | 7.19% | 1.48% | 1.77% | -0.17% | 4.08% | 3.65% | 0.26% | -2.11% | 12.64% | 3.01% | 29.27% |
| 2015 | -4.55% | 5.16% | 2.00% | -1.75% | 1.04% | 0.92% | -0.44% | -2.23% | -3.30% | 5.46% | 3.23% | -5.64% | -0.82% |
| 2014 | -3.39% | 4.45% | 2.11% | -3.02% | 0.78% | 4.14% | -5.83% | 4.88% | -5.80% | 6.80% | 0.62% | 1.30% | 6.21% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of GOGFX is 6, meaning it’s performing worse than 94% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Victory Sycamore Small Company Opportunity Fund (GOGFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Victory Sycamore Small Company Opportunity Fund provided a 10.25% dividend yield over the last twelve months, with an annual payout of $3.87 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.87 | $3.87 | $2.97 | $2.55 | $6.42 | $0.26 | $2.22 | $5.12 | $2.36 | $1.99 | $3.37 | $3.63 |
Dividend yield | 10.25% | 9.29% | 6.87% | 6.10% | 13.49% | 0.60% | 5.30% | 14.65% | 5.37% | 4.78% | 9.99% | 9.72% |
Monthly Dividends
The table displays the monthly dividend distributions for Victory Sycamore Small Company Opportunity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.87 | $3.87 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.97 | $2.97 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.55 | $2.55 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.42 | $6.42 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.22 | $2.22 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.12 | $5.12 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.36 | $2.36 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.99 | $1.99 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.37 | $3.37 |
| 2014 | $3.63 | $3.63 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Victory Sycamore Small Company Opportunity 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 Sycamore Small Company Opportunity Fund was 55.84%, occurring on Mar 9, 2009. Recovery took 452 trading sessions.
The current Victory Sycamore Small Company Opportunity Fund drawdown is 21.09%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.84% | Jun 5, 2007 | 442 | Mar 9, 2009 | 452 | Dec 21, 2010 | 894 |
| -39.72% | Jan 17, 2020 | 45 | Mar 23, 2020 | 172 | Nov 24, 2020 | 217 |
| -39.31% | Apr 4, 1990 | 141 | Oct 17, 1990 | 575 | Dec 30, 1992 | 716 |
| -33.43% | Apr 23, 1998 | 121 | Oct 8, 1998 | 493 | Sep 7, 2000 | 614 |
| -30.1% | Dec 16, 2024 | 77 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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