Victoryshares Small Cap Etf Profile
| CSB Etf | USD 54.71 0.36 0.66% |
Performance6 of 100
| Odds Of DistressLess than 33
|
VictoryShares Small is trading at 54.71 as of the 5th of May 2024, a 0.66 percent increase since the beginning of the trading day. The etf's open price was 54.35. VictoryShares Small has about a 33 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for VictoryShares Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of March 2024 and ending today, the 5th of May 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80 percent of its assets directly or indirectly in the securities included in the Nasdaq Victory US Small Cap High Dividend 100 Volatility Weighted Index, an unmanaged, volatility weighted index maintained exclusively by the index provider. More on VictoryShares Small Cap
Moving together with VictoryShares Etf
| 0.83 | VBR | Vanguard Small Cap | PairCorr |
| 0.92 | IWN | iShares Russell 2000 | PairCorr |
| 0.94 | DFAT | Dimensional Targeted | PairCorr |
| 0.76 | IJS | iShares SP Small | PairCorr |
| 0.76 | SLYV | SPDR SP 600 | PairCorr |
| 0.83 | AVUV | Avantis Small Cap | PairCorr |
| 0.97 | DES | WisdomTree SmallCap | PairCorr |
VictoryShares Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. VictoryShares Small's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding VictoryShares Small or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Old Names | [COSCO INTL HLDGS, Citystate Savings Bank Inc.] |
| Business Concentration | Size And Style ETFs, Small Cap ETFs, Small Value, Victory Capital (View all Sectors) |
| Issuer | VictoryShares |
| Inception Date | 2015-07-07 |
| Benchmark | Nasdaq Victory?US Small Cap High Dividend 100 Volatility Weighted Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 312.85 Million |
| Average Trading Valume | 16,719.8 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Small Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Victory Capital Management Inc. |
| Advisor | Victory Capital Management Inc. |
| Custodian | Citibank, N.A. |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Mannik Dhillon, Stephen Hammers |
| Transfer Agent | Citibank, N.A. |
| Fiscal Year End | 31-Mar |
| Exchange | NASDAQ |
| Number of Constituents | 101 |
| Market Maker | Susquehanna |
| Total Expense | 0.42 |
| Management Fee | 0.3 |
| Country Name | USA |
| Returns Y T D | (1.4) |
| Name | VictoryShares US Small Cap High Div Volatility Wtd ETF |
| Currency Code | USD |
| Open Figi | BBG009K7L981 |
| In Threey Volatility | 20.39 |
| 1y Volatility | 21.13 |
| 200 Day M A | 52.3184 |
| 50 Day M A | 54.0486 |
| Code | CSB |
| Updated At | 4th of May 2024 |
| Currency Name | US Dollar |
VictoryShares Small Cap [CSB] is traded in USA and was established 2015-07-07. The fund is classified under Small Value category within Victory Capital family. The entity is thematically classified as Size And Style ETFs. VictoryShares Small Cap currently have 289.38 M in assets under management (AUM). , while the total return for the last 3 years was -0.1%.
Check VictoryShares Small Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on VictoryShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding VictoryShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as VictoryShares Small Cap Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top VictoryShares Small Cap Etf Constituents
| APAM | Artisan Partners Asset | Stock | Financials |
| SAFM | Sanderson Farms | Stock | Packaged Foods |
| PNM | PNM Resources | Stock | Utilities |
| SASR | Sandy Spring Bancorp | Stock | Financials |
| CCOI | Cogent Communications Group | Stock | Communication Services |
| MCY | Mercury General | Stock | Financials |
| ABM | ABM Industries Incorporated | Stock | Industrials |
VictoryShares Small Target Price Odds Analysis
What are VictoryShares Small's target price odds to finish over the current price? Depending on a normal probability distribution, the odds of VictoryShares Small jumping above the current price in 90 days from now is about 13.17%. The VictoryShares Small Cap probability density function shows the probability of VictoryShares Small etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon the etf has a beta coefficient of 1.3093 suggesting as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, VictoryShares Small will likely underperform. Additionally, victoryShares Small Cap has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of VictoryShares Small to move above the current price in 90 days from now is about 13.17 (This VictoryShares Small Cap probability density function shows the probability of VictoryShares Etf to fall within a particular range of prices over 90 days) .
VictoryShares Small Top Holders
| PFTSX | Pfg Tactical Income | Mutual Fund | Allocation--30% to 50% Equity |
VictoryShares Small Cap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. VictoryShares Small market risk premium is the additional return an investor will receive from holding VictoryShares Small long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in VictoryShares Small. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although VictoryShares Small's alpha and beta are two of the key measurements used to evaluate VictoryShares Small's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.041 | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | (0.07) | |||
| Sortino Ratio | (0.01) |
VictoryShares Small Against Markets
Picking the right benchmark for VictoryShares Small etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in VictoryShares Small etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for VictoryShares Small is critical whether you are bullish or bearish towards VictoryShares Small Cap at a given time. Please also check how VictoryShares Small's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in VictoryShares Small without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy VictoryShares Etf?
Before investing in VictoryShares Small, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in VictoryShares Small. To buy VictoryShares Small etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of VictoryShares Small. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase VictoryShares Small etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located VictoryShares Small Cap etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased VictoryShares Small Cap etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as VictoryShares Small Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy VictoryShares Etf please use our How to Invest in VictoryShares Small guide.
Already Invested in VictoryShares Small Cap?
The danger of trading VictoryShares Small Cap is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of VictoryShares Small is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than VictoryShares Small. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile VictoryShares Small Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether VictoryShares Small Cap offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of VictoryShares Small's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Victoryshares Small Cap Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Victoryshares Small Cap Etf: Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in VictoryShares Small Cap. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
The market value of VictoryShares Small Cap is measured differently than its book value, which is the value of VictoryShares that is recorded on the company's balance sheet. Investors also form their own opinion of VictoryShares Small's value that differs from its market value or its book value, called intrinsic value, which is VictoryShares Small's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because VictoryShares Small's market value can be influenced by many factors that don't directly affect VictoryShares Small's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between VictoryShares Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if VictoryShares Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, VictoryShares Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.