Victory Mutual Fund Quote

VSOYX -  USA Fund  

USD 43.93  1.45  3.20%

Market Performance
0 of 100
Odds Of Distress
Less than 20
Victory Sycamore is trading at 43.93 as of the 25th of June 2022; that is -3.2 percent down since the beginning of the trading day. The fund's open price was 45.38. Victory Sycamore has about a 20 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Victory Sycamore Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of July 2020 and ending today, the 25th of June 2022. Click here to learn more.
The fund invests primarily in the equity securities of smaller companies that the Adviser believes to be undervalued relative to the underlying earnings potential of the company. Victory Sycamore is traded on NASDAQ Exchange in the United States. More on Victory Sycamore Small

Victory Sycamore 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. If you consider yourself one of those investors, make sure you clearly understand your entering position. Victory Sycamore's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Victory Sycamore or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Victory Sycamore generated a negative expected return over the last 90 days
The fund keeps 96.25% of its net assets in stocks
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Victory Sycamore's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Startdate1st of June 1998
Victory Sycamore Small [VSOYX] is traded in USA and was established 25th of June 2022. The fund is listed under Small Value category and is part of Victory Capital family. Victory Sycamore Small at this time has accumulated 6.3 B in net assets with no minimum investment requirements, while the total return for the last 3 years was 1.27%.
Check Victory Sycamore Probability Of Bankruptcy

Instrument Allocation

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 Sycamore Small 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 Sycamore Small Constituents

Victory Sycamore Target Price Odds Analysis

What are Victory Sycamore's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Victory Sycamore jumping above the current price in 90 days from now is about 90.65%. The Victory Sycamore Small probability density function shows the probability of Victory Sycamore mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Victory Sycamore has a beta of 0.3128. This entails as returns on the market go up, Victory Sycamore average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Victory Sycamore Small will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Victory Sycamore Small is significantly underperforming DOW.
  Odds Below 43.93HorizonTargetOdds Above 43.93
9.25%90 days
 43.93 
90.65%
Based on a normal probability distribution, the odds of Victory Sycamore to move above the current price in 90 days from now is about 90.65 (This Victory Sycamore Small probability density function shows the probability of Victory Mutual Fund to fall within a particular range of prices over 90 days) .

Victory Sycamore Small Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Victory Sycamore market risk premium is the additional return an investor will receive from holding Victory Sycamore 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 Sycamore. 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 Sycamore's alpha and beta are two of the key measurements used to evaluate Victory Sycamore's performance over the market, the standard measures of volatility play an important role as well.

Victory Sycamore Against Markets

Picking the right benchmark for Victory Sycamore 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 Sycamore 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 Sycamore is critical whether you are bullish or bearish towards Victory Sycamore Small at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Victory Sycamore without increasing your portfolio risk or giving up 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.

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Investing Victory Sycamore Small

You need to understand the risk of investing before taking a position in Victory Sycamore. The danger of trading Victory Sycamore Small 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 Sycamore 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 Sycamore. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Victory Sycamore Small 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.
Also, please take a look at World Market Map. Note that the Victory Sycamore Small information on this page should be used as a complementary analysis to other Victory Sycamore's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

Complementary Tools for Victory Mutual Fund analysis

When running Victory Sycamore Small price analysis, check to measure Victory Sycamore's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Victory Sycamore is operating at the current time. Most of Victory Sycamore's value examination focuses on studying past and present price action to predict the probability of Victory Sycamore's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Victory Sycamore's price. Additionally, you may evaluate how the addition of Victory Sycamore to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Victory Sycamore's value and its price as these two are different measures arrived at by different means. Investors typically determine Victory Sycamore value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Victory Sycamore'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.