See what your fund actually adds
Victory Small Cap Stock Fund Institutional Shares UISCX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | UISCX | Replication |
|---|---|---|
| Annualized growth | -33.5% | -31.9% |
| Annualized volatility | 6.7% | 6.9% |
| Sharpe ratio | -6.07 | -5.54 |
| Maximum drawdown | 4.4% | 4.3% |
| Replication fit (R²) | 1.00 · Tracking error 0.4% | |
Replication portfolio
The published portfolio below is the investable basket used to model UISCX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| IJR | US Small Cap | 53.7% |
| VBK | Small-Cap · Growth | 19.0% |
| EFG | Intl · Growth | 16.2% |
| XLU | Sector · Utilities | 11.1% |