USVM:NSD-VictoryShares US Small Mid Cap Value Momentum ETF (USD)

ETF | Small Blend |

Last Closing

USD 77.78

Change

+0.43 (+0.55)%

Market Cap

USD 0.22B

Volume

3.30K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-24 )

Largest Industry Peers for Small Blend

Symbol Name Price(Change) Market Cap
PRFZ Invesco FTSE RAFI US 1500 Smal..

+0.28 (+0.68%)

USD 2.55B
PSC Principal U.S. Small-Cap Multi..

+0.36 (+0.71%)

USD 0.65B
DGRS WisdomTree U.S. SmallCap Quali..

+0.35 (+0.69%)

USD 0.41B
CSF VictoryShares US Discovery Enh..

+0.35 (+0.65%)

USD 0.04B
CSA VictoryShares US Small Cap Vol..

+0.51 (+0.70%)

USD 0.03B
SQLV Royce Quant Small-Cap Quality ..

+0.49 (+1.20%)

USD 0.03B

ETFs Containing USVM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.72% 100% F 69% C-
Dividend Return 0.62% 89% A- 24% F
Total Return 6.33% 100% F 69% C-
Trailing 12 Months  
Capital Gain 19.90% 100% F 77% C+
Dividend Return 1.65% 67% D+ 25% F
Total Return 21.55% 100% F 77% C+
Trailing 5 Years  
Capital Gain 56.66% 100% F 76% C+
Dividend Return 7.12% 56% F 24% F
Total Return 63.78% 89% A- 75% C
Average Annual (5 Year Horizon)  
Capital Gain 12.55% 50% F 71% C-
Dividend Return 13.75% 50% F 71% C-
Total Return 1.21% 50% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 25.02% 100% F 70% C-
Risk Adjusted Return 54.97% 100% F 82% B
Market Capitalization 0.22B 56% F 51% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.