VictoryShares ESG Corporate Bond ETF (UCRD) Performance
UCRD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.2% since Dec 31, 2025
- 1 year
- −1.5% total return
- 5 years
- −0.1% a year
- Since first price
- −0.1% a year since 2021
UCRD trailing returns vs AGG, TLT, SPY
| Period | UCRD total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.6% | +0.1% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.6% | −1.7% | −0.4% | −1.0% | +3.2% |
| 6 months | −1.8% | −3.9% | −1.5% | −3.8% | +7.8% |
| YTD | −1.2% | −4.4% | −1.0% | −3.4% | +12.3% |
| 1 year | −1.5% | −5.5% | −1.1% | −6.9% | +14.4% |
| 3 years | +21.3%+6.6%/yr | +7.3% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | −0.3%−0.1%/yr | −16.8% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| Since inceptionOct 5, 2021 | −0.6%−0.1%/yr | −17.1% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: UCRD vs AGG
From Oct 5, 2021: UCRD grew to $9,938, AGG to $9,874.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
UCRD returns by calendar year
3 of 4 full years positive. Best 2023 (+9.3%), worst 2022 (−17.1%). 2026 is year to date.
UCRD annual returns table
| Year | UCRD | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −1.2% | −4.7% | −1.0% | −3.4% | +12.3% |
| 2025 | +7.9% | −3.3% | +7.2% | +4.3% | +17.7% |
| 2024 | +2.7% | −3.8% | +1.3% | −8.1% | +24.9% |
| 2023 | +9.3% | −7.5% | +5.7% | +2.8% | +26.2% |
| 2022 | −17.1% | −22.4% | −13.0% | −31.2% | −18.2% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
UCRD largest drawdowns
Now 2.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 7, 2022 | −22.4% | Oct 24, 2022 | Sep 15, 2025 | 10 months | 3.7 years |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
UCRD risk statistics
| Statistic | 3 years | Since 2021 |
|---|---|---|
| Annualized return | +5.3% | −0.5% |
| Volatility (annualized) | 6.4% | 8.5% |
| Sharpe ratio | 0.15 | -0.45 |
| Sortino ratio | 0.24 | -0.58 |
| Best month | +6.2% | +6.2% |
| Worst month | −2.7% | −6.6% |
| Best 12 months | +15.2% | +15.2% |
| Worst 12 months | −2.3% | −20.6% |
| Positive months | 69% | 61% |
| Beta vs S&P 500 | 0.30 | — |
| Correlation with S&P 500 | 0.58 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
UCRD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 49 | −20.6% | +4.5% | +15.2% | 80% |
| 3-year (a year) | 25 | −2.4% | +5.1% | +8.1% | 80% |
| 5-year (a year) | 1 | −0.1% | −0.1% | −0.1% | 0% |
Every holding period starting at a month-end since 2021. Returns for 3 years and longer are annualized.
UCRD performance overview
VictoryShares ESG Corporate Bond ETF (UCRD) returned −1.5% over the past year and −0.1% a year over five years, with distributions reinvested. Since its first recorded price in 2021 it has returned −0.1% a year, turning $10,000 into about $9,938. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −22.4%, from Jan 7, 2022 to Oct 24, 2022, and it took 2.9 years to get back to the old high. UCRD finished 3 of its 4 full calendar years with a gain; the best year was 2023 (+9.3%) and the worst 2022 (−17.1%). Volatility has been 8.5% a year.
Related: UCRD chart, UCRD dividends, UCRD bond profile. See the UCRD overview for the latest quote and fund facts.
UCRD performance FAQ
What is the UCRD return over the past year?
UCRD returned −1.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.5%.
What is the average annual return of UCRD?
UCRD has returned −0.1% a year over 5 years, −0.1% a year since October 5, 2021 (total return, distributions reinvested).
How much would $10,000 invested in UCRD be worth?
$10,000 invested in UCRD at its first recorded close on October 5, 2021 would be worth about $9,938 on October 23, 2026 with distributions reinvested.
What was the worst year for UCRD?
The worst calendar year was 2022, with a total return of −17.1%. The best was 2023 at +9.3%.
What is the biggest drawdown of UCRD?
The largest peak-to-trough decline was −22.4% between January 7, 2022 and October 24, 2022. It recovered to the old high on September 15, 2025, 2.9 years after the bottom.
How volatile is UCRD?
Over the past 3 years UCRD had an annualized volatility of 6.4% and a Sharpe ratio of 0.15 (excess return over 1–3 month T-bills per unit of risk).