USVM:NSD-VictoryShares US Small Mid Cap Value Momentum ETF (USD)

ETF | Small Blend |

Last Closing

USD 84.447

Change

-0.23 (-0.28)%

Market Cap

USD 0.30B

Volume

6.50K

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: 2024-12-23 )

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CSA VictoryShares US Small Cap Vol..

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SQLV Royce Quant Small-Cap Quality ..

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RNSC First Trust Small Cap US Equit..

N/A

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ETFs Containing USVM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.78% 100% F 71% C-
Dividend Return 1.63% 90% A- 30% F
Total Return 16.41% 100% F 70% C-
Trailing 12 Months  
Capital Gain 14.49% 100% F 70% C-
Dividend Return 1.63% 90% A- 30% F
Total Return 16.12% 100% F 69% C-
Trailing 5 Years  
Capital Gain 55.09% 80% B- 77% C+
Dividend Return 8.71% 70% C- 28% F
Total Return 63.81% 90% A- 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 15.83% 60% D- 69% C-
Dividend Return 17.02% 60% D- 69% C-
Total Return 1.19% 50% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 24.78% 90% A- 70% C-
Risk Adjusted Return 68.67% 100% F 87% B+
Market Capitalization 0.30B 50% F 54% 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:
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.