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

ETF | Small Blend |

Last Closing

USD 75.74

Change

+0.06 (+0.08)%

Market Cap

USD 0.22B

Volume

0.02M

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: 2024-05-01 )

Largest Industry Peers for Small Blend

Symbol Name Price(Change) Market Cap
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PRFZ Invesco FTSE RAFI US 1500 Smal..

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FYX First Trust Small Cap Core Alp..

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PSC Principal U.S. Small-Cap Multi..

-0.35 (-0.70%)

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DGRS WisdomTree U.S. SmallCap Quali..

-0.20 (-0.40%)

USD 0.36B
CSML IQ Chaikin U.S. Small Cap ETF

N/A

USD 0.12B
CSF VictoryShares US Discovery Enh..

-0.36 (-0.70%)

USD 0.05B
CSA VictoryShares US Small Cap Vol..

-0.28 (-0.40%)

USD 0.03B
RNSC First Trust Small Cap US Equit..

-0.04 (-0.15%)

USD 0.03B
SQLV Royce Quant Small-Cap Quality ..

-0.01 (-0.01%)

USD 0.03B

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 2.95% 100% F 66% D+
Dividend Return 0.48% 91% A- 31% F
Total Return 3.42% 100% F 66% D+
Trailing 12 Months  
Capital Gain 21.95% 100% F 76% C+
Dividend Return 1.80% 73% C 27% F
Total Return 23.75% 100% F 75% C
Trailing 5 Years  
Capital Gain 43.58% 91% A- 75% C
Dividend Return 6.51% 45% F 24% F
Total Return 50.09% 91% A- 74% C
Average Annual (5 Year Horizon)  
Capital Gain 11.14% 45% F 71% C-
Dividend Return 12.31% 45% F 70% C-
Total Return 1.16% 36% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 25.45% 100% F 69% C-
Risk Adjusted Return 48.35% 91% A- 80% B-
Market Capitalization 0.22B 55% F 51% 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.