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

ETF | Small Blend |

Last Closing

USD 76.58

Change

+0.02 (+0.03)%

Market Cap

USD 0.22B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-04-24 )

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CSML IQ Chaikin U.S. Small Cap ETF

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CSA VictoryShares US Small Cap Vol..

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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 4.09% 100% F 69% C-
Dividend Return 0.48% 100% F 29% F
Total Return 4.57% 100% F 69% C-
Trailing 12 Months  
Capital Gain 23.70% 100% F 77% C+
Dividend Return 1.81% 80% B- 27% F
Total Return 25.50% 100% F 77% C+
Trailing 5 Years  
Capital Gain 46.54% 90% A- 75% C
Dividend Return 6.58% 50% F 24% F
Total Return 53.12% 90% A- 74% C
Average Annual (5 Year Horizon)  
Capital Gain 10.93% 45% F 71% C-
Dividend Return 12.09% 45% F 70% C-
Total Return 1.16% 36% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 25.57% 100% F 68% D+
Risk Adjusted Return 47.27% 91% A- 79% B-
Market Capitalization 0.22B 60% D- 50% 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:
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.