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

ETF | Large Value |

Last Closing

USD 47.9041

Change

+0.33 (+0.70)%

Market Cap

USD 0.13B

Volume

0.03M

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: 2024-09-13 )

Largest Industry Peers for Large Value

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

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USD 19.28B
RDVY First Trust Rising Dividend Ac..

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VONV Vanguard Russell 1000 Value In..

+0.90 (+1.09%)

USD 9.52B
FTA First Trust Large Cap Value Al..

+0.73 (+0.94%)

USD 1.21B
CDC VictoryShares US EQ Income Enh..

+0.51 (+0.80%)

USD 0.82B
PFM Invesco Dividend Achievers ETF

+0.42 (+0.92%)

USD 0.71B
LVHD Legg Mason Low Volatility High..

+0.36 (+0.91%)

USD 0.56B
CDL VictoryShares US Large Cap Hig..

+0.57 (+0.86%)

USD 0.35B
RNDV First Trust US Equity Dividend..

+0.27 (+0.81%)

USD 0.05B
EQRR ProShares Equities for Rising ..

+0.31 (+0.53%)

USD 0.01B

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 13.86% 83% B 75% C
Dividend Return 1.10% 50% F 31% F
Total Return 14.97% 75% C 74% C
Trailing 12 Months  
Capital Gain 19.52% 75% C 72% C
Dividend Return 1.77% 17% F 30% F
Total Return 21.30% 67% D+ 71% C-
Trailing 5 Years  
Capital Gain 50.69% 75% C 73% C
Dividend Return 9.13% 25% F 35% F
Total Return 59.82% 67% D+ 74% C
Average Annual (5 Year Horizon)  
Capital Gain 9.05% 42% F 65% D
Dividend Return 10.74% 33% F 65% D
Total Return 1.69% 25% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 11.22% 100% F 86% B+
Risk Adjusted Return 95.72% 100% F 96% N/A
Market Capitalization 0.13B 27% F 42% 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.