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
MUXRX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS R) 8.43% 24.22% 19.72% 9.54% 12.23% 8.33% 6.18%
Data as of 06/17/2026, Common starting date is 01/26/2005
More Performance Analytics Comparison
Name Start Date End Date
MUXRX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS R) 01/26/2005 06/17/2026
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 (%) 2.02 24.22 19.72 9.54 12.23 8.33 6.18 8.43 16.83 24.16 25.19 -24.05 18.86 10.46 30.22 -5.45 19.98 -8.95
Sharpe Ratio NA 1.66 1.14 0.39 0.57 NA NA 1.27 0.75 1.62 1.65 -1.01 1.23 0.29 2.30 -0.40 2.92 -0.06
Standard Deviation(%) NA 12.40 14.94 17.63 18.54 NA NA 14.10 18.66 12.70 13.15 25.21 15.33 35.11 12.52 17.02 6.65 26.42
Draw Down(%) NA 9.08 18.84 29.46 33.83 NA NA 9.08 18.84 8.50 10.12 25.66 9.62 33.83 6.74 19.70 2.72 26.78
Yield(%) 0.00 8.31 11.21 6.33 8.97 6.26 4.69 0.08 8.59 17.96 6.63 0.57 0.61 0.86 15.13 9.88 17.24 8.44
Data as of 06/17/2026, Common starting date is 01/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MUXRX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS R) -0.09%
Dec 2019 – Dec 2022
4.19%
Dec 2017 – Dec 2022
10.90%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MUXRX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS R) 22.59%
May 2023 – May 2026
16.34%
Oct 2016 – Oct 2021
12.35%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return