Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
SBFCX Performance Chart
Victory INCORE Investment Grade Convertible Fund Class A (SBFCX) is up 6.1% since the beginning of the year. SBFCX is currently trading at $19 per share. Investors who bought $1,000 worth of SBFCX shares 5 years ago would now be looking at an investment worth $1,207.
Loading charts...
Returns By Period
Victory INCORE Investment Grade Convertible Fund Class A (SBFCX) has returned 6.09% so far this year and 11.60% over the past 12 months. Over the last ten years, SBFCX has returned 7.77% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Victory INCORE Investment Grade Convertible Fund Class A
- 1D
- 0.42%
- 1M
- 2.35%
- YTD
- 6.09%
- 6M
- 5.50%
- 1Y
- 11.60%
- 3Y*
- 8.37%
- 5Y*
- 3.84%
- 10Y*
- 7.77%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
SBFCX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1990, SBFCX's average daily return is +0.03%, while the average monthly return is +0.59%. At this rate, an investment would double in approximately 9.8 years.
Historically, 66% of months were positive and 34% were negative. The best month was Apr 2020 with a return of +7.9%, while the worst month was Oct 2008 at -16.3%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.
On a daily basis, SBFCX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +5.7%, while the worst single day was Dec 19, 1997 at -8.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.83% | 0.05% | -2.30% | 4.60% | 1.07% | 1.81% | 6.09% | ||||||
| 2025 | 0.22% | 0.00% | -0.98% | 0.11% | 0.28% | 1.82% | 2.06% | 0.71% | 0.51% | -0.16% | 1.57% | -1.13% | 5.07% |
| 2024 | 0.06% | 0.83% | 2.07% | -1.93% | 2.14% | 0.25% | 1.93% | 2.06% | 2.27% | 0.44% | 2.31% | -3.17% | 9.48% |
| 2023 | 2.69% | -2.37% | 0.44% | 0.75% | -1.00% | 3.43% | 1.59% | -0.06% | -2.69% | -1.44% | 3.56% | 3.07% | 7.98% |
| 2022 | -1.30% | -1.53% | 1.52% | -4.01% | 0.92% | -7.21% | 3.99% | -0.94% | -6.44% | 4.68% | 2.26% | -3.41% | -11.63% |
| 2021 | -0.00% | 4.14% | 1.61% | 2.32% | 0.15% | -0.48% | 0.30% | 0.15% | -1.53% | 2.67% | -2.55% | 3.82% | 10.90% |
Benchmark Metrics
Victory INCORE Investment Grade Convertible Fund Class A has an annualized alpha of 2.67%, beta of 0.44, and R2 of 0.68 versus S&P 500 Index. Calculated based on daily prices since January 02, 1990.
- This fund participated in 55.99% of S&P 500 Index downside but only 55.31% of its upside - more exposed to losses than it benefited from rallies.
- This fund generated an annualized alpha of 2.67% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Beta of 0.44 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 2.67%
- Beta
- 0.44
- R²
- 0.68
- Upside Capture
- 55.31%
- Downside Capture
- 55.99%
Expense Ratio
SBFCX has a high expense ratio of 1.39%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
SBFCX ranks 49 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Victory INCORE Investment Grade Convertible Fund Class A (SBFCX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SBFCX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.37 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.72 | 2.78 | -0.06 |
| Martin ratioReturn relative to average drawdown | 10.36 | 12.44 | -2.08 |
Dividends
Dividend History
Victory INCORE Investment Grade Convertible Fund Class A provided a 3.05% dividend yield over the last twelve months, with an annual payout of $0.58 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.58 | $0.79 | $0.34 | $0.48 | $0.35 | $1.82 | $0.89 | $0.86 | $0.86 | $0.50 | $0.19 | $0.34 |
Dividend yield | 3.05% | 4.35% | 1.87% | 2.84% | 2.19% | 9.86% | 4.88% | 4.94% | 5.66% | 3.13% | 1.38% | 2.53% |
Monthly Dividends
The table displays the monthly dividend distributions for Victory INCORE Investment Grade Convertible Fund Class A. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.05 | $0.07 | ||||||
| 2025 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.43 | $0.79 |
| 2024 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.34 |
| 2023 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.48 |
| 2022 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.14 | $0.35 |
| 2021 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $1.68 | $1.82 |
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.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the Victory INCORE Investment Grade Convertible Fund Class A. 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 INCORE Investment Grade Convertible Fund Class A was 47.88%, occurring on Nov 20, 2008. Recovery took 1170 trading sessions.
The current Victory INCORE Investment Grade Convertible Fund Class A drawdown is 0.36%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -47.88%Nov 2008 | 1y 1mo | 4y 8mo | 5y 9moOct 2007 - Jul 2013 |
Dot-com crash2000–2002 | -23.84%Oct 2002 | 2y 1mo | 1y 2mo | 3y 4moSep 2000 - Jan 2004 |
COVID crash2020 | -23.79%Mar 2020 | 1mo 4d | 6mo 19d | 7mo 23dFeb 2020 - Oct 2020 |
1998 bear market1998 | -20.65%Oct 1998 | 11mo 20d | 9mo 11d | 1y 8moOct 1997 - Jul 1999 |
2023 correction2023 | -15.06%Mar 2023 | 1y 2mo | 1y 4mo | 2y 6moJan 2022 - Jul 2024 |
Drawdown Indicators
| SBFCX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.88% | -56.78% | +8.90% |
Max Drawdown (1Y)Largest decline over 1 year | -4.28% | -9.10% | +4.82% |
Max Drawdown (3Y)Largest decline over 3 years | -8.68% | -18.90% | +10.22% |
Max Drawdown (5Y)Largest decline over 5 years | -15.06% | -25.43% | +10.37% |
Max Drawdown (10Y)Largest decline over 10 years | -23.79% | -33.92% | +10.13% |
Current DrawdownCurrent decline from peak | -0.36% | -1.80% | +1.44% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -10.71% | +4.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.12% | 2.03% | -0.91% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with SBFCX
Add Victory INCORE Investment Grade Convertible Fund Class A to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with SBFCX