Victory Special Value Fund Quote
Victory Special is trading at 31.55 as of the 18th of April 2024; that is No Change since the beginning of the trading day. The fund's open price was 31.55. Equity ratings for Victory Special Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of January 2024 and ending today, the 18th of April 2024. Click here to learn more.
Victory Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Victory Special's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Victory Special or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Victory Funds, Large Growth Funds, Large Blend Funds, Large Blend, Victory (View all Sectors) |
| Update Date | 31st of March 2024 |
Victory Special Value [VSVYX] is traded in USA and was established 18th of April 2024. Victory Special is listed under Victory category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Victory family. This fund at this time has accumulated 72.63 M in net assets with no minimum investment requirementsVictory Special Value is currently producing year-to-date (YTD) return of 12.12%, while the total return for the last 3 years was 12.83%.
Check Victory Special 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 Victory Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Victory Mutual Fund, 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 Victory Special Value Mutual Fund, 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 Victory Special Value Mutual Fund Constituents
| CVX | Chevron Corp | Stock | Energy |
| PYPL | PayPal Holdings | Stock | Financials |
| ABBV | AbbVie Inc | Stock | Health Care |
| JNJ | Johnson Johnson | Stock | Health Care |
| LOW | Lowes Companies | Stock | Consumer Discretionary |
| REGN | Regeneron Pharmaceuticals | Stock | Health Care |
| SPY | SPDR SP 500 | Etf | Large Blend |
Victory Special Target Price Odds Analysis
Based on a normal probability distribution, the odds of Victory Special jumping above the current price in 90 days from now is about 6.42%. The Victory Special Value probability density function shows the probability of Victory Special mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Victory Special has a beta of 0.1757. This entails as returns on the market go up, Victory Special average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Victory Special Value will be expected to be much smaller as well. Additionally, victory Special Value has an alpha of 0.1581, implying that it can generate a 0.16 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Victory Special to move above the current price in 90 days from now is about 6.42 (This Victory Special Value probability density function shows the probability of Victory Mutual Fund to fall within a particular range of prices over 90 days) .
Victory Special Value Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Victory Special market risk premium is the additional return an investor will receive from holding Victory Special 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 Victory Special. 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 Victory Special's alpha and beta are two of the key measurements used to evaluate Victory Special's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5747 | |||
| Semi Deviation | 0.3828 | |||
| Standard Deviation | 0.7258 | |||
| Variance | 0.5268 |
Victory Special Against Markets
Picking the right benchmark for Victory Special mutual fund 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 Victory Special mutual fund 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 Victory Special is critical whether you are bullish or bearish towards Victory Special Value at a given time. Please also check how Victory Special's historical prices are related to one of the top price index indicators.
Victory Special Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Victory Special mutual fund to make a market-neutral strategy. Peer analysis of Victory Special could also be used in its relative valuation, which is a method of valuing Victory Special by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
How to buy Victory Mutual Fund?
Before investing in Victory Special, 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 Victory Special. To buy Victory Special fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Victory Special. 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 Victory Special fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Victory Special Value fund 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 Victory Special Value fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Victory Special Value, 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 fund 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.
Already Invested in Victory Special Value?
The danger of trading Victory Special Value is mainly related to its market volatility and Mutual Fund 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 Victory Special 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 Victory Special. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Victory Special Value 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.
Check out World Market Map to better understand how to build diversified portfolios. 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 manufacturing. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.