UITB:NSD-VictoryShares USAA Core Intermediate-Term Bond ETF (USD)

ETF | Intermediate Core-Plus Bond |

Last Closing

USD 46.58

Change

+0.18 (+0.39)%

Market Cap

USD 2.32B

Volume

0.18M

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: 2024-11-07 )

Largest Industry Peers for Intermediate Core-Plus Bond

Symbol Name Price(Change) Market Cap
IUSB iShares Core Total USD Bond Ma..

-0.07 (-0.15%)

USD 33.07B
FIXD First Trust TCW Opportunistic ..

-0.12 (-0.27%)

USD 5.51B
WBND Western Asset Total Return ETF

-0.07 (-0.32%)

USD 0.02B

ETFs Containing UITB

N/A

Market Performance

  Market Performance vs. Industry/Classification (Intermediate Core-Plus Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.70% 100% F 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.70% 100% F 40% F
Trailing 12 Months  
Capital Gain 5.14% 100% F 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.14% 100% F 40% F
Trailing 5 Years  
Capital Gain -9.93% 100% F 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.93% 100% F 43% F
Average Annual (5 Year Horizon)  
Capital Gain -3.08% 100% F 31% F
Dividend Return -1.24% 100% F 32% F
Total Return 1.84% 50% F 45% F
Risk Return Profile  
Volatility (Standard Deviation) 6.33% 100% F 93% A
Risk Adjusted Return -19.66% 100% F 25% F
Market Capitalization 2.32B 50% F 81% B-

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 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.