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

ETF | Small Blend |

Last Closing

USD 75.12

Change

-0.35 (-0.46)%

Market Cap

USD 0.22B

Volume

3.46K

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: 2024-04-16 )

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 2.10% 100% F 65% D
Dividend Return 0.48% 100% F 30% F
Total Return 2.58% 100% F 65% D
Trailing 12 Months  
Capital Gain 17.38% 100% F 77% C+
Dividend Return 1.75% 73% C 27% F
Total Return 19.12% 100% F 76% C+
Trailing 5 Years  
Capital Gain 46.37% 91% A- 75% C
Dividend Return 6.70% 45% F 24% F
Total Return 53.06% 91% A- 75% C
Average Annual (5 Year Horizon)  
Capital Gain 10.73% 45% F 71% C-
Dividend Return 11.87% 45% F 70% C-
Total Return 1.15% 36% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 25.69% 100% F 69% C-
Risk Adjusted Return 46.23% 91% A- 78% C+
Market Capitalization 0.22B 55% F 49% 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.