CDC:NSD-VictoryShares US EQ Income Enhanced Volatility Wtd ETF (USD)

ETF | Large Value |

Last Closing

USD 62.49

Change

+0.09 (+0.14)%

Market Cap

USD 0.77B

Volume

0.03M

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 directly or indirectly in the securities included in the Nasdaq Victory U.S. Large Cap 100 High Dividend Long/Cash Volatility Weighted Index. The index identifies the 100 highest dividend yielding stocks in the Nasdaq Victory U.S. Large Cap 500 Volatility Weighted Index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-08 )

Largest Industry Peers for Large Value

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RDVY First Trust Rising Dividend Ac..

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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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PFM Invesco Dividend Achievers ETF

+0.16 (+0.35%)

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LVHD Legg Mason Low Volatility High..

+0.10 (+0.26%)

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CDL VictoryShares US Large Cap Hig..

+0.11 (+0.17%)

USD 0.34B
VSMV VictoryShares US Multi-Factor ..

+0.15 (+0.31%)

USD 0.12B
RNDV First Trust US Equity Dividend..

-0.03 (-0.10%)

USD 0.05B
EQRR ProShares Equities for Rising ..

N/A

USD 0.01B

ETFs Containing CDC

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 -0.14% 31% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.14% 31% F 45% F
Trailing 12 Months  
Capital Gain 10.54% 58% F 65% D
Dividend Return 2.95% 83% B 49% F
Total Return 13.49% 58% F 65% D
Trailing 5 Years  
Capital Gain 29.00% 31% F 67% D+
Dividend Return 19.40% 100% F 75% C
Total Return 48.41% 69% C- 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 7.82% 31% F 57% F
Dividend Return 10.26% 31% F 59% D-
Total Return 2.44% 69% C- 58% F
Risk Return Profile  
Volatility (Standard Deviation) 19.17% 46% F 78% C+
Risk Adjusted Return 53.53% 23% F 79% B-
Market Capitalization 0.77B 64% D 68% D+

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:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.