Victory Mutual Fund Buy Hold or Sell Recommendation

VSOYX -  USA Fund  

USD 56.55  0.02  0.0354%

Assuming the 90 days horizon and your complete indifference towards market risk, our recommendation regarding Victory Sycamore Small is 'Strong Buy'. Macroaxis provides Victory Sycamore buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding VSOYX positions. The advice algorithm takes into account all of Victory Sycamore's available fundamental, technical, and predictive indicators you will find on this site.

Victory Advice 

 
Refresh
The advice is provided from Victory Sycamore's buy-and-hold perspective. Also, please take a look at Victory Sycamore Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Victory and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Victory Sycamore Small.

Execute Victory Sycamore Buy or Sell Advice

The Victory recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Victory Sycamore Small. Macroaxis does not own or have any residual interests in Victory Sycamore Small or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Victory Sycamore's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Victory SycamoreBuy Victory Sycamore
Strong Buy

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Below AverageDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Victory Sycamore Small has a Risk Adjusted Performance of 0.0461, Jensen Alpha of 0.0434, Total Risk Alpha of 0.0417, Sortino Ratio of 0.0454 and Treynor Ratio of 0.0447
Our recommendation module provides unbiased trade recommendation that can be used to complement current average analyst sentiment on Victory Sycamore Small. Our recommendation engine provides an advice for the fund potential to grow from the perspective of an investor's risk tolerance and investing horizon. Use Victory Sycamore one year return, as well as the relationship between the ten year return and equity positions weight to ensure your buy or sell decision on Victory Sycamore Small is adequate.

Victory Sycamore Trading Alerts and Improvement Suggestions

The fund keeps all of its net assets in stocks

Victory Sycamore Returns Distribution Density

The distribution of Victory Sycamore's historical returns is an attempt to chart the future uncertainty of Victory Sycamore's future price movements. The chart of the probability distribution of Victory Sycamore stock daily returns describes the distribution of returns around its average expected value. We use Victory Sycamore Small price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Victory Sycamore returns is essential to provide solid investment advice for Victory Sycamore stock.
Mean Return0.06Value At Risk-1.68
Potential Upside1.84Standard Deviation1.10
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Victory Sycamore historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Victory Sycamore Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Victory Sycamore or Victory Capital sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Victory Sycamore stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Victory stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
0.043383
β
Beta against DOW1.13
σ
Overall volatility
1.05
Ir
Information ratio 0.0401

Victory Sycamore Volatility Alert

Victory Sycamore Small has low volatility with Treynor Ratio of 0.04, Maximum Drawdown of 4.37 and kurtosis of -0.45. However, we advice all investors to further analyze Victory Sycamore Small to make certain all market information is desiminated and is consistent with the current expectations about Victory Sycamore upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Victory Sycamore's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Victory Sycamore's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Victory Sycamore Fundamentals Vs Peers

Comparing Victory Sycamore's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Victory Sycamore's direct or indirect competition across all of the common fundamentals between Victory Sycamore and the related equities. This way, we can detect undervalued stocks with similar characteristics as Victory Sycamore or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Victory Sycamore's fundamental indicators could also be used in its relative valuation, which is a method of valuing Victory Sycamore by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Victory Sycamore to competition
FundamentalsVictory SycamorePeer Average
Price to Earning2.50 X6.53 X
Price to Book1.58 X0.74 X
Price to Sales0.83 X0.61 X
One Year Return(7.41) %4.15 %
Three Year Return1.27 %3.60 %
Five Year Return5.49 %3.24 %
Ten Year Return9.40 %1.79 %
Net Asset7.02 B4.11 B
Minimum Initial Investment1000 K976.16 K
Equity Positions Weight100.00 %63.90 %

About Victory Sycamore Buy or Sell Advice

When is the right time to buy or sell Victory Sycamore Small? Buying financial instruments such as Victory Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Victory Sycamore investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Victory Sycamore in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Tech Funds Thematic Idea Now

Tech Funds
Tech Funds Theme
Funds or Etfs that invest in companies involved in research, development, testing, or distribution of technologically based goods and services. Tech Funds theme has 40 constituents.
View All  Next Launch Tech Funds
Also, please take a look at Victory Sycamore Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.

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.
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
Go
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Go
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Go
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Go
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Go
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Go
Piotroski F Score
Get Piotroski F Score based on binary analysis strategy of nine different fundamentals
Go
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Go
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Go
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.