Victory Capital Holdings, Inc. (VCTR) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$29,896
Total Return
198.96%
CAGR
24.49%
Dividends
$2,554.10
Yield on Cost
25.54%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.05% |
| Median | +2.19% |
| Best | +32.30% |
| Worst | -19.88% |
| % of Windows Positive | 59.2% |
1-Year (252 Trading Days)
| Average | +27.06% |
| Median | +22.10% |
| Best | +138.34% |
| Worst | -32.42% |
| % of Windows Positive | 76.1% |
3-Year (756 Trading Days)
| Average | +123.92% |
| Median | +123.01% |
| Best | +226.35% |
| Worst | +52.20% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -45.48% |
| Average Drawdown | -14.93% |
| Drawdown Duration | 585 Trading Days |
| Sortino Ratio | 1.17 |
| Calmar Ratio | 0.54 |
| CVaR (5%) | -4.92% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +18.65% (+75.55% ann.) | +$1865.13 | $77.67 | $15.53 | $0.12 |
| 2025 | -1.32% | $132.14 | $298.98 | $59.79 | $0.48 |
| 2024 | +94.78% | +$9478.15 | $456.23 | $91.24 | $0.73 |
| 2023 | +32.44% | +$3244.41 | $482.81 | $96.56 | $0.77 |
| 2022 | -24.45% | $2445.03 | $276.61 | $55.32 | $0.44 |
| 2021 | +49.23% | +$4923.14 | $214.78 | $42.96 | $0.35 |
| 2020 | +19.49% | +$1948.73 | $110.13 | $22.03 | $0.18 |
| 2019 | +106.06% | +$10605.82 | $97.95 | $19.59 | $0.16 |
| 2018 partial | -11.90% (-13.23% ann.) | $1189.66 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | February 8, 2018 – February 19, 2020 | +99.51% | +40.56% | +$9950.83 | $86.30 | $17.26 | $0.14 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -39.42% | -99.67% | $3941.96 | $21.67 | $4.34 | $0.04 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +30.98% | +54.38% | +$3097.85 | $74.92 | $14.99 | $0.12 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +81.12% | +75.69% | +$8112.42 | $220.03 | $44.00 | $0.36 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -15.96% | -16.85% | $1595.68 | $264.71 | $52.94 | $0.42 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +82.65% | +38.40% | +$8265.09 | $854.77 | $170.95 | $1.36 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +42.80% | +25.15% | +$4280.22 | $539.67 | $107.93 | $0.86 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2019-09-09 | $0.0500 | 0.29% |
| 2019-12-09 | $0.0500 | 0.25% |
| 2020-03-09 | $0.0500 | 0.28% |
| 2020-06-09 | $0.0500 | 0.26% |
| 2020-09-09 | $0.0600 | 0.34% |
| 2020-12-09 | $0.0700 | 0.31% |
| 2021-03-09 | $0.0900 | 0.36% |
| 2021-06-09 | $0.1200 | 0.39% |
| 2021-09-09 | $0.1500 | 0.45% |
| 2021-12-09 | $0.1700 | 0.47% |
| 2022-03-09 | $0.2500 | 0.85% |
| 2022-06-09 | $0.2500 | 0.93% |
| 2022-09-09 | $0.2500 | 0.90% |
| 2022-12-08 | $0.2500 | 0.91% |
| 2023-03-09 | $0.3200 | 0.98% |
| 2023-06-09 | $0.3200 | 0.96% |
| 2023-09-08 | $0.3200 | 0.96% |
| 2023-12-08 | $0.3200 | 0.98% |
| 2024-03-08 | $0.3350 | 0.84% |
| 2024-06-10 | $0.3700 | 0.75% |
| 2024-09-10 | $0.4100 | 0.79% |
| 2024-12-09 | $0.4400 | 0.65% |
| 2025-02-18 | $0.4700 | 0.68% |
| 2025-06-10 | $0.4900 | 0.77% |
| 2025-09-10 | $0.4900 | 0.69% |
| 2025-12-10 | $0.4900 | 0.78% |
| 2026-03-10 | $0.4900 | 0.71% |
| Total | 27 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-09 | $42.58 | $8.51 | $0.07 | 1.1078 |
| 2021-09-09 | $53.40 | $10.68 | $0.08 | 1.2635 |
| 2021-12-09 | $60.73 | $12.15 | $0.10 | 1.4001 |
| 2022-03-09 | $89.66 | $17.93 | $0.14 | 2.3114 |
| 2022-06-09 | $90.24 | $18.05 | $0.15 | 2.7300 |
| 2022-09-09 | $90.92 | $18.18 | $0.15 | 2.5768 |
| 2022-12-08 | $91.56 | $18.31 | $0.15 | 2.6516 |
| 2023-03-09 | $118.05 | $23.61 | $0.19 | 3.0073 |
| 2023-06-09 | $119.01 | $23.80 | $0.19 | 2.9282 |
| 2023-09-08 | $119.95 | $23.99 | $0.19 | 2.8536 |
| 2023-12-08 | $120.86 | $24.17 | $0.19 | 2.9375 |
| 2024-03-08 | $127.51 | $25.50 | $0.20 | 2.5650 |
| 2024-06-10 | $141.78 | $28.36 | $0.23 | 2.3215 |
| 2024-09-10 | $158.06 | $31.61 | $0.25 | 2.4571 |
| 2024-12-09 | $170.71 | $34.14 | $0.27 | 2.0920 |
| 2025-02-18 | $183.33 | $36.67 | $0.29 | 2.1409 |
| 2025-06-10 | $192.18 | $38.43 | $0.31 | 2.4656 |
| 2025-09-10 | $193.39 | $38.68 | $0.31 | 2.2511 |
| 2025-12-10 | $194.49 | $38.90 | $0.31 | 2.4473 |
| 2026-03-10 | $195.69 | $39.14 | $0.31 | 2.3456 |
| Total | $2554.10 | $510.82 | $4.08 | 46.8539 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.