VICTORY Mutual Fund Manager Performance Evaluation

VSOYX
 Fund
  

USD 50.43  1.14  2.21%   

The entity owns a Beta (Systematic Risk) of 1.03, which indicates a somewhat significant risk relative to the market. Let's try to break down what VICTORY's beta means in this case. VICTORY SYCAMORE returns are very sensitive to returns on the market. As the market goes up or down, VICTORY SYCAMORE is expected to follow. Although it is important to respect VICTORY SYCAMORE SMALL existing price patterns, it is better to be realistic regarding the information on the equity's price patterns. The approach towards measuring future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By inspecting VICTORY SYCAMORE SMALL technical indicators, you can now evaluate if the expected return of 0.12% will be sustainable into the future.
  
VICTORY Performance
5 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in VICTORY SYCAMORE SMALL are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, VICTORY SYCAMORE may actually be approaching a critical reversion point that can send shares even higher in January 2023.
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VICTORY Price Channel

Fifty Two Week Low43.29
Fifty Two Week High58.50
Trailing Annual Dividend Yield0.61%

VICTORY SYCAMORE Relative Risk vs. Return Landscape

If you would invest  4,722  in VICTORY SYCAMORE SMALL on September 7, 2022 and sell it today you would earn a total of  321.00  from holding VICTORY SYCAMORE SMALL or generate 6.8% return on investment over 90 days. VICTORY SYCAMORE SMALL is currently producing 0.1152% returns and takes up 1.5894% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than VICTORY, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon VICTORY SYCAMORE is expected to generate 1.04 times more return on investment than the market. However, the company is 1.04 times more volatile than its market benchmark. It trades about 0.07 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.07 per unit of risk.

VICTORY SYCAMORE Current Valuation

Undervalued
Today 50.43
Please note that VICTORY SYCAMORE's price fluctuation is out of control at this time.
VICTORY SYCAMORE SMALL latest Real Value cannot be determined due to lack of data. The recent price of VICTORY SYCAMORE SMALL is $50.43. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of VICTORY SYCAMORE SMALL 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 future time, mutual fund prices and their ongoing real values will merge together.
Our valuation method for VICTORY SYCAMORE SMALL 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 SYCAMORE. Since VICTORY SYCAMORE is currently traded on the exchange, buyers and sellers on that exchange determine the market value of VICTORY Mutual Fund. However, VICTORY SYCAMORE'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.
0.00
Real Value
1.59
Upside
Estimating the potential upside or downside of VICTORY SYCAMORE SMALL 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 SYCAMORE more accurately as focusing exclusively on VICTORY SYCAMORE's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
45.3649.0552.74
Details
Hype
Prediction
LowEstimated ValueHigh
0.000.001.59
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
2.322.522.73
Details

VICTORY SYCAMORE Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for VICTORY SYCAMORE's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as VICTORY SYCAMORE SMALL, and traders can use it to determine the average amount a VICTORY SYCAMORE'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 = 0.0725

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CashSmall
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VSOYXHigh
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Estimated Market Risk
 1.59
  actual daily
 
 13 %
of total potential
 
1313
Expected Return
 0.12
  actual daily
 
 2 %
of total potential
 
22
Risk-Adjusted Return
 0.07
  actual daily
 
 5 %
of total potential
 
55
Based on monthly moving average VICTORY SYCAMORE is performing at about 5% 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 SYCAMORE by adding it to a well-diversified portfolio.

About VICTORY SYCAMORE Performance

To evaluate VICTORY SYCAMORE SMALL 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 SYCAMORE 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 SYCAMORE SMALL 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 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.

Things to note about VICTORY SYCAMORE SMALL

Checking the ongoing alerts about VICTORY SYCAMORE for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for VICTORY SYCAMORE SMALL help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

VICTORY SYCAMORE Alerts

Equity Alerts and Improvement Suggestions

The fund keeps 97.63% of its net assets in stocks
Also, please take a look at World Market Map. You can also try Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

Complementary Tools for 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.