Victory Sycamore Small Company Opportunity Fund Class R6 (VSORX)

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The chart shows the growth of an initial investment of $10,000 in Victory Sycamore Small Company Opportunity Fund Class R6, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Victory Sycamore Small Company Opportunity Fund Class R6 (VSORX) has returned 1.28% so far this year and 11.43% over the past 12 months. Over the last ten years, VSORX has returned 9.39% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 4, 2016, VSORX's average daily return is +0.05%, while the average monthly return is +0.91%. At this rate, your investment would double in approximately 6.4 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2020 with a return of +16.6%, while the worst month was Mar 2020 at -17.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, VSORX closed higher 51% of trading days. The best single day was Dec 16, 2021 with a return of +12.5%, while the worst single day was Dec 17, 2021 at -12.5%.

Victory Sycamore Small Company Opportunity Fund Class R6 has an annualized alpha of -0.91%, beta of 0.98, and R² of 0.64 versus S&P 500 Index. Calculated based on daily prices since January 05, 2016.

• This fund participated in 103.18% of S&P 500 Index downside but only 93.81% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 0.98 and R² of 0.64, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

VSORX has an expense ratio of 0.85%, placing it in the medium range.

VSORX ranks 20 for risk / return — in the bottom 20% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Victory Sycamore Small Company Opportunity Fund Class R6 (VSORX) and compare them to a chosen benchmark (S&P 500 Index).

Victory Sycamore Small Company Opportunity Fund Class R6 provided a 5.74% dividend yield over the last twelve months, with an annual payout of $2.64 per share.

The table displays the monthly dividend distributions for Victory Sycamore Small Company Opportunity Fund Class R6. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Victory Sycamore Small Company Opportunity Fund Class R6. 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 Class R6 was 39.66%, occurring on Mar 23, 2020. Recovery took 172 trading sessions.

The current Victory Sycamore Small Company Opportunity Fund Class R6 drawdown is 9.64%.

The chart below shows the rolling one-month volatility.