VSMV:NSD-VictoryShares US Multi-Factor Minimum Volatility (USD)

ETF | Large Value |

Last Closing

USD 46.18

Change

-0.06 (-0.13)%

Market Cap

USD 0.14B

Volume

1.76K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-07-11 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
IUSV iShares Core S&P U.S. Value ET..

-1.32 (-1.44%)

USD 18.23B
RDVY First Trust Rising Dividend Ac..

-1.75 (-3.08%)

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VONV Vanguard Russell 1000 Value In..

-1.41 (-1.77%)

USD 8.97B
FTA First Trust Large Cap Value Al..

-1.51 (-1.96%)

USD 1.22B
CDC VictoryShares US EQ Income Enh..

-0.61 (-0.98%)

USD 0.84B
PFM Invesco Dividend Achievers ETF

-0.38 (-0.86%)

USD 0.67B
LVHD Legg Mason Low Volatility High..

+0.06 (+0.15%)

USD 0.60B
CDL VictoryShares US Large Cap Hig..

-0.79 (-1.22%)

USD 0.36B
RNDV First Trust US Equity Dividend..

-0.58 (-1.78%)

USD 0.04B
EQRR ProShares Equities for Rising ..

-1.61 (-2.78%)

USD 0.02B

ETFs Containing VSMV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.77% 100% F 72% C
Dividend Return 0.83% 33% F 29% F
Total Return 10.60% 100% F 72% C
Trailing 12 Months  
Capital Gain 13.35% 75% C 74% C
Dividend Return 1.79% 25% F 30% F
Total Return 15.14% 75% C 73% C
Trailing 5 Years  
Capital Gain 45.66% 67% D+ 73% C
Dividend Return 8.80% 25% F 34% F
Total Return 54.46% 67% D+ 74% C
Average Annual (5 Year Horizon)  
Capital Gain 8.46% 50% F 66% D+
Dividend Return 10.10% 42% F 66% D+
Total Return 1.63% 25% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 11.23% 100% F 86% B+
Risk Adjusted Return 89.92% 100% F 95% A
Market Capitalization 0.14B 25% F 43% 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.

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.