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

ETF | Small Blend |

Last Closing

USD 77.518

Change

+0.12 (+0.16)%

Market Cap

USD 0.22B

Volume

3.07K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-07-03 )

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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 5.36% 100% F 68% D+
Dividend Return 0.62% 70% C- 21% F
Total Return 5.98% 100% F 68% D+
Trailing 12 Months  
Capital Gain 16.67% 100% F 76% C+
Dividend Return 1.61% 70% C- 26% F
Total Return 18.29% 100% F 75% C
Trailing 5 Years  
Capital Gain 49.91% 90% A- 76% C+
Dividend Return 6.84% 50% F 24% F
Total Return 56.75% 90% A- 75% C
Average Annual (5 Year Horizon)  
Capital Gain 12.69% 50% F 72% C
Dividend Return 13.91% 50% F 71% C-
Total Return 1.21% 50% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 24.96% 100% F 70% C-
Risk Adjusted Return 55.72% 100% F 83% B
Market Capitalization 0.22B 50% 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:
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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.