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

ETF | Large Value |

Last Closing

USD 49.58

Change

-0.17 (-0.34)%

Market Cap

USD 0.11B

Volume

0.01M

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: 2025-02-20 )

Largest Industry Peers for Large Value

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

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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..

-1.01 (-1.28%)

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CDC VictoryShares US EQ Income Enh..

+0.09 (+0.14%)

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PFM Invesco Dividend Achievers ETF

-0.45 (-0.94%)

USD 0.72B
LVHD Legg Mason Low Volatility High..

+0.18 (+0.45%)

USD 0.52B
CDL VictoryShares US Large Cap Hig..

+0.01 (+0.01%)

USD 0.36B
RNDV First Trust US Equity Dividend..

-0.43 (-1.24%)

USD 0.05B
EQRR ProShares Equities for Rising ..

-0.89 (-1.47%)

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 3.23% 8% B- 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.23% 8% B- 60% D-
Trailing 12 Months  
Capital Gain 12.01% 33% F 64% D
Dividend Return 1.12% 8% B- 22% F
Total Return 13.13% 33% F 64% D
Trailing 5 Years  
Capital Gain 46.27% 69% C- 72% C
Dividend Return 9.56% 8% B- 34% F
Total Return 55.83% 69% C- 72% C
Average Annual (5 Year Horizon)  
Capital Gain 10.84% 38% F 62% D
Dividend Return 12.41% 38% F 63% D
Total Return 1.57% 23% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 11.14% 100% F 88% B+
Risk Adjusted Return 111.46% 100% F 98% N/A
Market Capitalization 0.11B 27% F 40% 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.