Victory Fund for Income: Q2 2025 Performance Review

Instructions

This report provides a detailed analysis of the Victory Fund for Income's performance during the second quarter of 2025, comparing its returns against key benchmarks and broader market movements.

Navigating the Markets: A Quarter of Contrasts for Income Investors

Examining the Performance of the Victory Fund for Income in Q2 2025

For the second quarter, ending on June 30, 2025, the Victory Fund for Income, specifically its Class A shares (net asset value), delivered a total return of 1.06%. This figure indicates the fund's overall growth over the three-month period.

Comparing Fund Performance Against Industry Benchmarks

In the same quarter, the fund's designated benchmark, the Bloomberg U.S. 1-5 Year Government Bond Index, achieved a total return of 1.38%. This comparison highlights that the Victory Fund for Income slightly underperformed its benchmark during this specific timeframe.

Broader Equity Market Trends and Their Impact on Investor Sentiment

Despite the income fund's performance, the wider equity markets demonstrated robust growth. The Dow Jones Industrial Average concluded the second quarter with a gain of 5.5%. Concurrently, the S&P 500 Index saw an increase of 10.9%, and the Nasdaq Composite surged by 18.0%. These strong equity market results suggest a generally optimistic investment environment, which provides a contrasting backdrop to the more modest returns observed in the income fund sector.

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