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Inception Date
Jul 7, 2021
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

SIFFX Performance Chart

Victory Pioneer Securitized Income Fund Class A (SIFFX) is up 1.7% since the beginning of the year. SIFFX is currently trading at $9 per share.


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S&P 500 Index

Returns By Period

Victory Pioneer Securitized Income Fund Class A (SIFFX) has returned 1.72% so far this year and 4.90% over the past 12 months.


Victory Pioneer Securitized Income Fund Class A

1D
0.11%
1M
0.50%
YTD
1.72%
6M
2.24%
1Y
4.90%
3Y*
6.98%
5Y*
10Y*

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SIFFX Monthly Returns History

Based on dividend-adjusted daily data since Jul 6, 2021, SIFFX's average daily return is +0.02%, while the average monthly return is +0.33%. At this rate, an investment would double in approximately 17.5 years.

Historically, 68% of months were positive and 32% were negative. The best month was Jan 2023 with a return of +2.8%, while the worst month was Sep 2022 at -2.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 3 months.

On a daily basis, SIFFX closed higher 32% of trading days. The best single day was Jul 29, 2022 with a return of +0.9%, while the worst single day was Dec 6, 2022 at -0.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.71%0.63%-0.44%0.63%0.39%-0.21%1.72%
20250.87%1.17%0.01%0.31%0.73%1.15%0.62%1.03%-0.84%0.26%0.58%0.51%6.57%
20241.18%0.20%0.43%-0.08%0.86%1.05%1.36%0.85%0.96%-0.30%0.77%-0.16%7.33%
20232.75%-0.05%0.83%0.22%0.68%0.46%0.98%0.00%-0.00%-0.77%2.20%2.06%9.72%
2022-0.40%-1.81%-1.23%0.69%-2.07%-1.06%1.37%0.91%-2.53%-0.31%0.68%-0.50%-6.17%
20210.37%0.44%0.74%0.16%-0.26%0.16%1.62%

Benchmark Metrics

Victory Pioneer Securitized Income Fund Class A has an annualized alpha of 3.95%, beta of 0.01, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since July 06, 2021.

  • This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (13.48%) than losses (5.20%) - typical of diversified or defensive assets.
  • Beta of 0.01 may look defensive, but with R2 of 0.00 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
  • R2 of 0.00 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
3.95%
Beta
0.01
0.00
Upside Capture
13.48%
Downside Capture
5.20%

Expense Ratio

SIFFX has an expense ratio of 0.90%, placing it in the medium range.


Return for Risk

Risk / Return Rank

SIFFX ranks 73 for risk / return — better than 73% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


SIFFX Risk / Return Rank: 7373
Overall Rank
SIFFX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
SIFFX Sortino Ratio Rank: 9090
Sortino Ratio Rank
SIFFX Omega Ratio Rank: 9292
Omega Ratio Rank
SIFFX Calmar Ratio Rank: 7676
Calmar Ratio Rank
SIFFX Martin Ratio Rank: 4444
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Victory Pioneer Securitized Income Fund Class A (SIFFX) 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.


SIFFXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.09

Sortino ratioReturn per unit of downside risk

+1.33

Omega ratioGain probability vs. loss probability

1.65

1.37

+0.28

Calmar ratioReturn relative to maximum drawdown

3.25

2.78

+0.46

Martin ratioReturn relative to average drawdown

8.79

12.44

-3.65

Dividends

Dividend History

Victory Pioneer Securitized Income Fund Class A provided a 6.20% dividend yield over the last twelve months, with an annual payout of $0.58 per share. The fund has been increasing its distributions for 4 consecutive years.


3.00%3.50%4.00%4.50%5.00%5.50%6.00%6.50%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021
Dividend$0.58$0.61$0.48$0.44$0.44$0.31

Dividend yield

6.20%6.37%5.01%4.77%4.90%3.14%

Monthly Dividends

The table displays the monthly dividend distributions for Victory Pioneer Securitized Income Fund Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.05$0.04$0.05$0.05$0.05$0.00$0.23
2025$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.06$0.05$0.61
2024$0.06$0.06$0.00$0.05$0.00$0.05$0.05$0.05$0.05$0.05$0.05$0.00$0.48
2023$0.06$0.06$0.06$0.00$0.05$0.05$0.06$0.00$0.00$0.00$0.06$0.06$0.44
2022$0.00$0.00$0.00$0.04$0.00$0.00$0.05$0.05$0.00$0.05$0.20$0.06$0.44
2021$0.04$0.03$0.04$0.04$0.13$0.04$0.31

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 Pioneer Securitized Income 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 Pioneer Securitized Income Fund Class A was 7.08%, occurring on Dec 12, 2022. Recovery took 242 trading sessions.

The current Victory Pioneer Securitized Income Fund Class A drawdown is 0.21%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-7.08%Dec 2022
1y 1mo11mo 22d
2y 1moOct 2021 - Nov 2023
2025 pullback2025
-1.55%Sep 2025
16d3mo 7d
3mo 23dSep 2025 - Dec 2025
2025 selloff2025
-1.36%Apr 2025
7d19d
26dApr 2025 - Apr 2025
2026 pullback2026
-1.15%Mar 2026
24d1mo 5d
1mo 29dMar 2026 - Apr 2026
2024 pullback2024
-1.06%Feb 2024
11d17d
28dFeb 2024 - Mar 2024

Drawdown Indicators


SIFFXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-7.08%

-56.78%

+49.70%

Max Drawdown (1Y)

Largest decline over 1 year

-1.55%

-9.10%

+7.55%

Max Drawdown (3Y)

Largest decline over 3 years

-1.55%

-18.90%

+17.35%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.21%

-1.80%

+1.59%

Average Drawdown

Average peak-to-trough decline

-1.51%

-10.71%

+9.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.57%

2.03%

-1.46%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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