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SBFCX: VICTORY INCORE INVESTMENT GRADE CONVERTIBLE FUND CLASS A (MUTUAL FUND)
Basic Info 18.75 0.11(0.58%) June 08
| Asset Class: | Convertibles |
| MyPlanIQ Rating: | (36%) |
| Start Date: | 06/29/1988 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 3.58% |
| Expenses | 1.20% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 3.6 | 8.6 | 8.2 | 2.5 | 7.3 | 7.0 | 5.4 | 6.7 | 5.1 | 9.5 | 8.0 | -12.4 | 9.1 | 11.3 | 19.8 | -0.4 | 18.5 | 5.4 | -1.1 | 11.8 | 20.4 | 8.8 | -4.4 | 10.2 | 27.5 | -30.8 | -1.5 | 8.9 | 1.5 | 6.6 | 20.5 | -7.7 | -3.9 | 14.1 | 11.8 | -0.7 | 16.4 | 19.6 | 20.9 | -10.1 | 17.8 | 9.0 | 25.7 | -5.3 | 16.8 | -0.4 |
| Sharpe Ratio | NA | 1.06 | 1.13 | 0.76 | 0.01 | 0.59 | NA | NA | 0.48 | 0.29 | 1.04 | 0.59 | -1.18 | 1.08 | 0.6 | 2.86 | -0.19 | 3.36 | 0.63 | -0.13 | 1.4 | 2.57 | 1.14 | -0.38 | 1.1 | 2.03 | -1.42 | -0.39 | 0.87 | -0.11 | 0.79 | 2.84 | -0.82 | -0.5 | 0.66 | 1.16 | -0.47 | 1.55 | 1.52 | 3.07 | -2.08 | 3.62 | 1.24 | 3.66 | -1.28 | 2.41 | -1.81 |
| Draw Down(%) | NA | 4.3 | 4.3 | 8.7 | 16.6 | 23.8 | NA | NA | 47.9 | 6.9 | 3.5 | 6.2 | 15.0 | 4.4 | 23.8 | 2.7 | 8.3 | 2.1 | 7.6 | 9.7 | 6.2 | 5.3 | 7.2 | 13.2 | 7.7 | 14.6 | 42.1 | 14.0 | 5.3 | 7.9 | 7.3 | 3.6 | 17.2 | 15.8 | 10.9 | 7.4 | 18.4 | 6.1 | 6.2 | 3.2 | 11.7 | 2.6 | 3.0 | 3.6 | 12.4 | 3.9 | 3.6 |
| Standard Deviation(%) | NA | 7.1 | 6.2 | 6.8 | 8.2 | 9.6 | NA | NA | 9.6 | 7.7 | 5.6 | 7.4 | 11.8 | 8.3 | 18.5 | 6.4 | 9.8 | 5.3 | 8.2 | 9.2 | 8.4 | 7.9 | 7.8 | 11.5 | 9.2 | 13.5 | 22.3 | 12.0 | 6.3 | 6.5 | 7.1 | 7.0 | 10.8 | 12.9 | 14.9 | 7.2 | 8.9 | 8.2 | 10.4 | 5.5 | 6.3 | 4.3 | 5.2 | 5.9 | 8.4 | 4.5 | 3.4 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.05 | NA | NA | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.11 | -0.02 | 0.18 | 0.05 | -0.01 | 0.11 | 0.18 | 0.09 | -0.05 | 0.14 | 0.27 | -0.3 | -0.05 | 0.09 | -0.01 | 0.06 | 0.25 | -0.1 | -0.08 | 0.2 | 0.24 | -0.07 | 0.41 | 0.76 | 0.57 | -0.29 | 1.18 | 0.21 | 0.6 | -0.29 | 0.31 | -0.15 |
| Alpha | NA | NA | NA | NA | NA | 0.02 | NA | NA | 0.01 | NA | NA | NA | NA | NA | NA | 0.06 | 0.01 | 0.03 | 0.0 | 0.0 | 0.03 | 0.0 | -0.02 | 0.01 | -0.01 | -0.04 | 0.01 | -0.04 | 0.01 | -0.02 | 0.0 | -0.01 | 0.0 | -0.01 | 0.03 | 0.01 | -0.01 | 0.04 | 0.06 | 0.05 | -0.03 | 0.06 | 0.01 | 0.04 | -0.02 | 0.03 | -0.02 |
| Beta | NA | NA | NA | NA | NA | 1.07 | NA | NA | 0.66 | NA | NA | NA | NA | NA | NA | 1.71 | 1.14 | 0.98 | 0.98 | 1.15 | 1.05 | 1.12 | 0.94 | 0.85 | 0.72 | 1.0 | 1.07 | 0.9 | 0.65 | 0.77 | 0.93 | 0.8 | 0.89 | 0.8 | 0.49 | 0.35 | 0.57 | 0.31 | 0.21 | 0.3 | 0.46 | 0.13 | 0.31 | 0.36 | 0.37 | 0.36 | 0.41 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.13 | NA | NA | 0.44 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.15 | 0.68 | 0.68 | 0.74 | 0.74 | 0.73 | 0.8 | 0.81 | 0.91 | 0.88 | 0.87 | 0.89 | 0.47 | 0.57 | 0.7 | 0.82 | 0.82 | 0.76 | 0.74 | 0.68 | 0.37 | 0.6 | 0.22 | 0.07 | 0.14 | 0.21 | 0.09 | 0.19 | 0.31 | 0.17 | 0.24 | 0.21 |
| Yield(%) | N/A | 0.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.4 | 2.0 | 3.0 | 1.1 | 8.2 | 5.1 | 5.7 | 5.3 | 3.6 | 1.4 | 2.5 | 1.9 | 3.5 | 0.5 | 3.7 | 3.1 | 5.8 | 2.8 | 3.4 | 3.2 | 1.7 | 1.9 | 3.5 | 3.5 | 2.3 | 16.4 | 10.2 | 5.2 | 12.9 | 10.6 | 5.8 | 4.9 | 5.9 | 6.4 | 7.5 | 8.6 | 8.5 | 4.8 |
| Dividend Growth(%) | N/A | -97.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 134.1 | -29.2 | 130.0 | -86.2 | 67.2 | 4.4 | -0.2 | 70.2 | 161.5 | -43.7 | 38.9 | -35.7 | 717.0 | -88.5 | 25.8 | -34.0 | 37.6 | -20.8 | 9.4 | 99.0 | -7.1 | -39.3 | -8.7 | 41.8 | -86.2 | 62.7 | 86.0 | -58.8 | 30.5 | 111.3 | 0.3 | -6.2 | -5.9 | 0.0 | -24.6 | 10.0 | 66.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/14/1988
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