PCBCX Performance — Victory Pioneer Balanced Fund, Class C

Data updated: 2026-09-28

PCBCX returned +12.60% year to date and +25.51% over one year to Jul 2026. Over one year the fund beat its Moderate Allocation category average: $100 grew to $126, against $115 for the category. Volatility over the past 12 months was 11.99% a year. In the 12 months to Jul 2026 the fund lost a net $7.3M, and assets reached $491.11M.

PCBCX Growth of $100

What $100 invested in Victory Pioneer Balanced Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Moderate Allocation category average over the same months.

PeriodPCBCXCategory average
1 year (Aug 2025 – Jul 2026)$126$115
Since data start (Feb 2025 – Jul 2026)$130$119

PCBCX Trailing Returns

Total returns to Jul 2026, from SEC N-PORT.

PeriodTotal return
YTD+12.60%
1 year+25.51%

PCBCX Annual Returns

Calendar-year total returns of Victory Pioneer Balanced Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.

YearTotal return
2026 (Jan–Jul)+12.60%
2025 (Feb–Dec)+15.38%

PCBCX Monthly Returns

Monthly total returns as reported on SEC Form N-PORT.

YearJanFebMarAprMayJunJulAugSepOctNovDec
2026+2.5%+1.4%−4.5%+9.7%+3.7%+1.1%−1.5%—————
2025—−1.5%−3.8%0.0%+3.8%+4.0%+1.2%+2.0%+3.9%+4.1%+1.2%−0.2%

PCBCX Risk

Risk measures from monthly returns over Aug 2025 – Jul 2026.

  • 1-year volatility (annualised): 11.99%
  • Best month: +9.74% (Apr 2026)
  • Worst month: −4.49% (Mar 2026)

PCBCX Fund Flows

Monthly money in and out of Victory Pioneer Balanced Fund, from SEC Form N-PORT.

  • 12-month net flow: −$7.3M
  • 12-month gross sales (incl. reinvestments): $136.3M
  • Sales ÷ redemptions: 0.95×
MonthSalesRedemptionsNet flow
Jul 2026$16.5M$13.9M$2.6M
Jun 2026$30.8M$29.4M$1.5M
May 2026$11.0M$5.4M$5.5M
Apr 2026$7.6M$8.0M−$366K
Mar 2026$8.5M$10.7M−$2.2M
Feb 2026$8.8M$7.6M$1.2M
Jan 2026$4.2M$5.6M−$1.4M
Dec 2025$5.4M$9.2M−$3.7M
Nov 2025$32.0M$27.7M$4.3M
Oct 2025$4.8M$8.9M−$4.1M
Sep 2025$5.1M$9.8M−$4.7M
Aug 2025$1.7M$7.5M−$5.8M

PCBCX Assets Under Management

Net assets of Victory Pioneer Balanced Fund by report date, from SEC N-PORT filings.

Report dateNet assets
2026-07-31$491.11M
2026-04-30$467.02M
2026-01-30$442.07M
2025-10-31$436.54M
2025-07-31$410.95M
2025-04-30$381.92M

For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.