VETAX
Victory Sycamore Established Value Fund Class A
Mutual fund
$48.730.00 (0.00%)Close Oct 2, 2026
May 5, 2000 – Oct 2, 2026, Dividends reinvested
- Final balance
- $122,854
- CAGR
- +9.96%
- Max drawdown
- −48.94%
- Sharpe ratio
- 0.59
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.94%
- 3M
- −4.50%
- 6M
- +4.07%
- YTD
- +9.28%
- 1Y
- +9.23%
- 3Y
- +11.12%
- 5Y
- +6.87%
- 10Y
- +10.06%
- 15Y
- +12.48%
- 20Y
- +10.11%
- 25Y
- +10.65%
- Since 2000
- +9.96%
Metrics
Since 2000| Volatility | 19.14% |
|---|---|
| Sortino ratio | 0.84 |
| Calmar ratio | 0.20 |
| Best year, 2013 | +34.44% |
| Worst year, 2008 | −29.02% |
| Positive years | 20 of 25 |
| Longest drawdown | 2.8 years |
Worst drawdowns
Since 2000| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −48.9% | Jul 2007 | Mar 2009 | Apr 2010 | 2.8 years |
| −41.0% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −30.6% | May 2001 | Oct 2002 | Nov 2003 | 2.5 years |
| −25.0% | Dec 2024 | Apr 2025 | Jun 2026 | 1.5 years |
| −24.1% | Jul 2011 | Oct 2011 | Mar 2012 | 8 months |
Annual returns
2000 from May 5 · 2026 through Oct 2