Victory Capital Holdings is a global asset management firm. Co. provides investment strategies to institutions, intermediaries, retirement platforms and individual investors. With 12 autonomous Investment Franchises and a Solutions Platform, Co. provides an array of investment products, including actively and passively managed mutual funds, rules-based and active exchange traded funds, institutional separate accounts, variable insurance products, Environmental, Social, and Governance and impact investment strategies, alternative investments, private closed end funds, and a 529 Education Savings Plan. Co.'s strategies are also provided through third-party investment products. The VCTR YTD return is shown above.
The YTD Return on the VCTR YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether VCTR YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the VCTR YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.
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