ULVM:NSD-VictoryShares US Value Momentum ETF (USD)

ETF | Large Blend |

Last Closing

USD 80.8399

Change

+0.28 (+0.35)%

Market Cap

USD 0.17B

Volume

411.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its assets in securities in the index. The index is designed to deliver exposure to equity securities of large-capitalization U.S. issuers within the Nasdaq U.S. Large Cap 500 Index (the "parent index") that have higher exposure to value and momentum factors, while also maintaining moderate index turnover and lower realized volatility than traditional capitalization-weighted indexes.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-30 )

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ETFs Containing ULVM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.43% 61% D- 77% C+
Dividend Return 1.16% 71% C- 27% F
Total Return 19.59% 55% F 76% C+
Trailing 12 Months  
Capital Gain 32.57% 61% D- 76% C+
Dividend Return 2.21% 92% A 33% F
Total Return 34.78% 71% C- 76% C+
Trailing 5 Years  
Capital Gain 63.34% 24% F 74% C
Dividend Return 9.63% 66% D+ 35% F
Total Return 72.97% 29% F 74% C
Average Annual (5 Year Horizon)  
Capital Gain 11.80% N/A N/A 69% C-
Dividend Return 13.45% N/A N/A 69% C-
Total Return 1.65% N/A N/A 39% F
Risk Return Profile  
Volatility (Standard Deviation) 18.87% N/A N/A 78% C+
Risk Adjusted Return 71.25% N/A N/A 88% B+
Market Capitalization 0.17B 18% F 45% 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:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:
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.