Victory Special Value Fund Manager Performance Evaluation
| VSPIX Fund | USD 30.57 0.46 1.53% |
The entity has a beta of 1.02, which indicates a somewhat significant risk relative to the market. Victory Special returns are very sensitive to returns on the market. As the market goes up or down, Victory Special is expected to follow.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Victory Special Value are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Victory Special is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio | 1.1500 |
Victory |
Victory Special Relative Risk vs. Return Landscape
If you would invest 2,938 in Victory Special Value on January 25, 2024 and sell it today you would earn a total of 119.00 from holding Victory Special Value or generate 4.05% return on investment over 90 days. Victory Special Value is currently producing 0.0664% returns and takes up 0.8216% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Victory, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Victory Special Current Valuation
Fairly Valued
Today
Please note that Victory Special's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Victory Special Value has a current Real Value of $30.56 per share. The regular price of the fund is $30.57. We determine the value of Victory Special Value from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for Victory Special Value is useful when determining the fair value of the Victory mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Victory Special. Since Victory Special is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Victory Mutual Fund. However, Victory Special's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 30.57 | Real 30.56 | Hype 30.57 |
The real value of Victory Mutual Fund, also known as its intrinsic value, is the underlying worth of Victory Special Value Mutual Fund, which is reflected in its stock price. It is based on Victory Special's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Victory Special's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Victory Special's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Victory Special Value helps investors to forecast how Victory mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Victory Special more accurately as focusing exclusively on Victory Special's fundamentals will not take into account other important factors: Victory Special Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Victory Special's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Victory Special Value, and traders can use it to determine the average amount a Victory Special's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0808
| Best Portfolio | Best Equity | |||
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| Cash | VSPIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.82 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Victory Special is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Victory Special by adding it to a well-diversified portfolio.
Victory Special Fundamentals Growth
Victory Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Victory Special, and Victory Special fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Victory Mutual Fund performance.
| Price To Earning | 2.30 X | |||
| Price To Book | 2.68 X | |||
| Price To Sales | 1.65 X | |||
| Total Asset | 51.99 M | |||
About Victory Special Performance
To evaluate Victory Special Value Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Victory Special generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Victory Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Victory Special Value market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Victory's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The Adviser pursues the funds investment objective by investing, under normal circumstances, in common stocks of companies that currently pay dividends or are expected to begin paying dividends in the near future, with consideration for companies that have increased their dividends over time. It may invest a portion of its assets in equity securities of foreign companies traded in the U.S., including American Depositary Receipts and Global Depositary Receipts .Things to note about Victory Special Value performance evaluation
Checking the ongoing alerts about Victory Special for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Victory Special Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: These tips for investing in mutual funds and ETFs can help you go with the markets flow - MarketWatch | |
| The fund keeps 99.99% of its net assets in stocks |
- Analyzing Victory Special's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Victory Special's stock is overvalued or undervalued compared to its peers.
- Examining Victory Special's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Victory Special's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Victory Special's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Victory Special's mutual fund. These opinions can provide insight into Victory Special's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Victory Special Value. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.