- Issuer
- Victory
- Inception Date
- Dec 15, 2015
- Category
- Small Cap Blend Equities
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
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
VSORX Performance Chart
Victory Sycamore Small Company Opportunity Fund Class R6 (VSORX) is up 18.2% since the beginning of the year. VSORX is currently trading at $54 per share. Investors who bought $1,000 worth of VSORX shares 5 years ago would now be looking at an investment worth $1,445.
Loading charts...
Returns By Period
Victory Sycamore Small Company Opportunity Fund Class R6 (VSORX) has returned 18.24% so far this year and 30.96% over the past 12 months. Over the last ten years, VSORX has returned 10.67% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Victory Sycamore Small Company Opportunity Fund Class R6
- 1D
- 1.55%
- 1M
- 4.48%
- YTD
- 18.24%
- 6M
- 15.51%
- 1Y
- 30.96%
- 3Y*
- 11.35%
- 5Y*
- 7.64%
- 10Y*
- 10.67%
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%
VSORX Monthly Returns History
Based on dividend-adjusted daily data since Jan 4, 2016, VSORX's average daily return is +0.05%, while the average monthly return is +1.02%. At this rate, an investment would double in approximately 5.7 years.
Historically, 60% of months were positive and 40% 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 52% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.37% | 2.82% | -5.18% | 9.46% | 0.14% | 4.02% | 18.24% | ||||||
| 2025 | 2.42% | -3.92% | -6.00% | -5.76% | 4.34% | 3.69% | 1.46% | 6.04% | -0.48% | -2.08% | 2.30% | 0.61% | 1.77% |
| 2024 | -3.15% | 3.40% | 3.70% | -6.68% | 4.06% | -2.89% | 9.22% | -1.49% | -0.47% | -1.24% | 10.25% | -7.60% | 5.50% |
| 2023 | 7.91% | -1.14% | -3.85% | -2.86% | -2.78% | 7.02% | 4.88% | -2.86% | -5.71% | -4.77% | 7.15% | 9.93% | 11.71% |
| 2022 | -5.36% | 1.65% | -1.01% | -4.19% | 2.15% | -7.59% | 9.68% | -3.19% | -9.01% | 12.43% | 5.79% | -5.54% | -6.51% |
| 2021 | 0.04% | 10.71% | 4.55% | 3.60% | 0.92% | -2.10% | -0.52% | 1.58% | -3.11% | 4.42% | -2.29% | 5.97% | 25.47% |
Benchmark Metrics
Victory Sycamore Small Company Opportunity Fund Class R6 has an annualized alpha of -0.79%, beta of 0.98, and R2 of 0.63 versus S&P 500 Index. Calculated based on daily prices since January 04, 2016.
- This fund participated in 100.23% of S&P 500 Index downside but only 91.72% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 0.98 and R2 of 0.63, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.79%
- Beta
- 0.98
- R²
- 0.63
- Upside Capture
- 91.72%
- Downside Capture
- 100.23%
Expense Ratio
VSORX has an expense ratio of 0.85%, placing it in the medium range.
Return for Risk
Risk / Return Rank
VSORX ranks 48 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 Sycamore Small Company Opportunity Fund Class R6 (VSORX) 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.
| VSORX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.23 | ||
| Sortino ratioReturn per unit of downside risk | -0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.37 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.83 | 2.78 | +0.05 |
| Martin ratioReturn relative to average drawdown | 9.57 | 12.44 | -2.87 |
Dividends
Dividend History
Victory Sycamore Small Company Opportunity Fund Class R6 provided a 4.92% dividend yield over the last twelve months, with an annual payout of $2.64 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.64 | $2.64 | $4.12 | $3.23 | $2.79 | $6.66 | $0.49 | $2.45 | $5.36 | $2.61 | $1.94 |
Dividend yield | 4.92% | 5.82% | 8.76% | 6.68% | 6.03% | 12.70% | 1.03% | 5.38% | 14.19% | 5.54% | 4.38% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.64 | $2.64 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.12 | $4.12 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.23 | $3.23 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.79 | $2.79 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.66 | $6.66 |
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 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 0.33%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -39.66%Mar 2020 | 2mo 6d | 8mo 6d | 10mo 12dJan 2020 - Nov 2020 |
2025 selloff2025 | -26.09%Apr 2025 | 4mo 13d | 9mo 18d | 1y 1moNov 2024 - Jan 2026 |
Bear market2022 | -24.16%Jun 2022 | 6mo 1d | 2y 1mo | 2y 7moDec 2021 - Jul 2024 |
Rate-hike selloffLate 2018 | -21.42%Dec 2018 | 4mo 4d | 8mo 23d | 1y 22dAug 2018 - Sep 2019 |
2026 correction2026 | -11.00%Mar 2026 | 1mo 7d | 28d | 2mo 5dFeb 2026 - Apr 2026 |
Drawdown Indicators
| VSORX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.66% | -56.78% | +17.12% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -9.10% | -1.90% |
Max Drawdown (3Y)Largest decline over 3 years | -26.09% | -18.90% | -7.19% |
Max Drawdown (5Y)Largest decline over 5 years | -26.09% | -25.43% | -0.66% |
Max Drawdown (10Y)Largest decline over 10 years | -39.66% | -33.92% | -5.74% |
Current DrawdownCurrent decline from peak | -0.33% | -1.80% | +1.47% |
Average DrawdownAverage peak-to-trough decline | -7.26% | -10.71% | +3.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 2.03% | +1.22% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with VSORX
Add Victory Sycamore Small Company Opportunity Fund Class R6 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 VSORX