ducovest

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

ETF | Large Value |

Last Closing

USD 47.84

Change

0.00 (0.00)%

Market Cap

USD 0.12B

Volume

5.10K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its assets in securities included in the Nasdaq Victory U.S. Multi-Factor Minimum Volatility Index (the index). The index utilizes a rules-based approach designed to generate investment returns with less volatility than the broader U.S. market.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-03 )

Largest Industry Peers for Large Value

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VONV Vanguard Russell 1000 Value In..

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FTA First Trust Large Cap Value Al..

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CDC VictoryShares US EQ Income Enh..

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PFM Invesco Dividend Achievers ETF

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LVHD Legg Mason Low Volatility High..

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CDL VictoryShares US Large Cap Hig..

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RNDV First Trust US Equity Dividend..

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EQRR ProShares Equities for Rising ..

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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 13.71% 67% D+ 63% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.71% 67% D+ 63% D
Trailing 12 Months  
Capital Gain 19.63% 54% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 19.63% 54% F 58% F
Trailing 5 Years  
Capital Gain 49.22% 85% B 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 49.22% 85% B 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 9.74% 38% F 61% D-
Dividend Return 11.30% 38% F 62% D
Total Return 1.56% 23% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 11.21% 92% A 88% B+
Risk Adjusted Return 100.82% 100% F 97% N/A
Market Capitalization 0.12B 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.