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

ETF | Large Value |

Last Closing

USD 49.51

Change

+0.41 (+0.84)%

Market Cap

USD 0.11B

Volume

7.64K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-27 )

Largest Industry Peers for Large Value

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

-0.22 (-0.23%)

USD 20.14B
RDVY First Trust Rising Dividend Ac..

-0.07 (-0.11%)

USD 13.45B
VONV Vanguard Russell 1000 Value In..

-0.55 (-0.64%)

USD 10.38B
FTA First Trust Large Cap Value Al..

-0.97 (-1.21%)

USD 1.21B
CDC VictoryShares US EQ Income Enh..

-0.72 (-1.11%)

USD 0.78B
PFM Invesco Dividend Achievers ETF

-0.08 (-0.17%)

USD 0.71B
LVHD Legg Mason Low Volatility High..

-0.63 (-1.60%)

USD 0.52B
CDL VictoryShares US Large Cap Hig..

-0.63 (-0.93%)

USD 0.35B
RNDV First Trust US Equity Dividend..

-0.33 (-0.99%)

USD 0.04B
EQRR ProShares Equities for Rising ..

-0.40 (-0.67%)

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 3.08% 15% F 63% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.08% 15% F 63% D
Trailing 12 Months  
Capital Gain 14.68% 50% F 68% D+
Dividend Return 1.19% 8% B- 23% F
Total Return 15.87% 50% F 67% D+
Trailing 5 Years  
Capital Gain 47.27% 77% C+ 71% C-
Dividend Return 9.75% 8% B- 35% F
Total Return 57.02% 62% D 72% C
Average Annual (5 Year Horizon)  
Capital Gain 10.67% 38% F 62% D
Dividend Return 12.25% 38% F 62% D
Total Return 1.58% 23% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 11.19% 100% F 88% B+
Risk Adjusted Return 109.48% 100% F 98% N/A
Market Capitalization 0.11B 27% F 39% 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.