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Victory Target Retirement 2030 Fund URTRX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | URTRX | Replication |
|---|---|---|
| Annualized growth | -13.4% | -17.4% |
| Annualized volatility | 3.4% | 3.3% |
| Sharpe ratio | -4.14 | -5.82 |
| Maximum drawdown | 2.3% | 2.7% |
| Replication fit (R²) | 0.83 · Tracking error 1.4% | |
Replication portfolio
The published portfolio below is the investable basket used to model URTRX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| SCHP | FI · TIPS | 100.0% |