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

ETF | Large Value |

Last Closing

USD 48.01

Change

-0.54 (-1.11)%

Market Cap

USD 0.12B

Volume

2.38K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-30 )

Largest Industry Peers for Large Value

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

-0.40 (-0.43%)

USD 24.31B
RDVY First Trust Rising Dividend Ac..

-0.15 (-0.25%)

USD 12.71B
VONV Vanguard Russell 1000 Value In..

-0.11 (-0.14%)

USD 9.85B
FTA First Trust Large Cap Value Al..

-0.12 (-0.16%)

USD 1.21B
CDC VictoryShares US EQ Income Enh..

+0.02 (+0.03%)

USD 0.77B
PFM Invesco Dividend Achievers ETF

-0.15 (-0.33%)

USD 0.71B
LVHD Legg Mason Low Volatility High..

-0.18 (-0.47%)

USD 0.54B
CDL VictoryShares US Large Cap Hig..

+0.02 (+0.04%)

USD 0.34B
RNDV First Trust US Equity Dividend..

-0.03 (-0.09%)

USD 0.05B
EQRR ProShares Equities for Rising ..

+0.29 (+0.52%)

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 14.12% 79% B- 70% C-
Dividend Return 1.26% 4% F 23% F
Total Return 15.38% 79% B- 69% C-
Trailing 12 Months  
Capital Gain 14.12% 79% B- 70% C-
Dividend Return 1.26% 4% F 23% F
Total Return 15.38% 79% B- 69% C-
Trailing 5 Years  
Capital Gain 45.13% 73% C 73% C
Dividend Return 9.95% 4% F 35% F
Total Return 55.09% 73% C 73% C
Average Annual (5 Year Horizon)  
Capital Gain 10.45% 38% F 62% D
Dividend Return 12.02% 38% F 62% D
Total Return 1.58% 23% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 11.24% 100% F 87% B+
Risk Adjusted Return 107.00% 100% F 98% N/A
Market Capitalization 0.12B 23% F 41% 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.