Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MUXAX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS A) 6.41% 21.02% 19.79% 12.39% 14.53% 9.90% 7.34%
Data as of 06/10/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
Name Start Date End Date
MUXAX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS A) 06/21/1996 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) -3.80 21.02 19.79 12.39 14.53 9.90 7.34 6.41 17.22 24.57 25.65 -18.59 27.93 17.77 30.74 -5.05 20.58 38.40
Sharpe Ratio NA 2.10 1.27 0.64 0.74 NA NA 1.91 0.77 1.65 1.69 -0.83 2.13 0.50 2.34 -0.38 3.02 0.00
Standard Deviation(%) NA 11.95 14.80 16.89 18.10 NA NA 13.37 18.67 12.67 13.13 24.18 13.11 34.65 12.50 17.02 6.62 22.68
Draw Down(%) NA 9.01 18.83 24.84 33.80 NA NA 9.01 18.83 8.48 10.04 24.84 5.18 33.80 6.68 19.63 2.62 7.92
Yield(%) 0.00 8.58 11.62 9.20 11.54 8.16 6.12 0.14 8.85 18.22 6.96 6.18 9.53 7.85 15.53 10.26 17.69 8.85
Data as of 06/10/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MUXAX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS A) 4.48%
Mar 2017 – Mar 2020
8.60%
Sep 2017 – Sep 2022
13.53%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MUXAX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS A) 25.36%
Dec 2018 – Dec 2021
18.24%
Oct 2016 – Oct 2021
15.01%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return