Victory Sycamore Competition

Mutual Funds . USA . 
Fund . Victory Sycamore Small
VSORX Fund  USD 54.61  0.88  1.64%   
Victory Sycamore Small competes with Victory Rs, Victory High, Victory Sycamore, Victory Integrity, and Victory Munder; as well as few others. The fund is listed under Small Value category and is part of Victory family. Analyzing Victory Sycamore competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Victory Sycamore to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Victory Sycamore Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Victory Sycamore competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
53.4254.6155.80
Details
Intrinsic
Valuation
LowRealHigh
52.6653.8555.04
Details
Naive
Forecast
LowNextHigh
51.6152.8053.98
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
53.4954.3255.15
Details

Victory Sycamore Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Victory Sycamore and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Victory and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Victory Sycamore Small does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
RSIRX
+ 1.0
GUBGX
RSCCX
+ 0.96
MMEYX
RSEJX
+ 0.96
RSCCX
MNNYX
+ 0.95
MNNCX
RSEJX
+ 0.94
MNNYX
RSEJX
+ 0.92
MMEYX
  
High negative correlations   
RSCCX
- 0.59
GUBGX
RSIRX
- 0.58
RSCCX
MMEYX
- 0.53
GUBGX
RSIRX
- 0.52
MMEYX
RSCCX
- 0.51
GGIFX
GGIFX
- 0.45
MMEYX

Risk-Adjusted Indicators

There is a big difference between Victory Mutual Fund performing well and Victory Sycamore Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Victory Sycamore's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
GUBGX  0.70 (0.13) 0.00 (0.11) 0.00 
 0.00 
 1.21 
(1.73)
 4.93 
GUHYX  0.14  0.03 (0.42)(1.79) 0.00 
(0.28)
 0.37 
(0.18)
 1.10 
GETGX  0.56  0.05 (0.10) 2.44  0.58 
(0.63)
 1.36 
(1.04)
 3.53 
MMEYX  1.01  0.13  0.02  1.08  0.95 
(1.23)
 2.48 
(1.87)
 8.89 
MNNCX  0.65 (0.02)(0.02) 0.10  0.90 
(0.67)
 1.51 
(1.94)
 5.06 
MNNYX  0.66  0.09 (0.03) 4.77  0.94 
(0.69)
 1.49 
(1.94)
 5.07 
GGIFX  0.07 (0.01) 0.00 (3.11) 0.00 
 0.00 
 0.15 
(0.15)
 0.73 
RSCCX  1.10  0.14  0.05  0.49  1.15 
(1.29)
 2.86 
(1.76)
 7.11 
RSEJX  0.96  0.10  0.01  0.54  1.09 
(1.04)
 2.31 
(1.98)
 6.43 
RSIRX  0.70 (0.13) 0.00 (0.11) 0.00 
 0.00 
 1.25 
(1.73)
 4.86 
All Fundamental Data

Victory Sycamore Competitive Analysis

The better you understand Victory Sycamore competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Victory Sycamore's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Victory Sycamore's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
VSORX GUBGX GUHYX GETGX MMEYX MNNCX MNNYX GGIFX RSCCX RSEJX
 1.64 
 54.61 
Victory
 0.39 
 15.31 
Victory
 0.18 
 5.47 
Victory
 1.15 
 52.23 
Victory
 1.62 
 52.67 
Victory
 0.40 
 39.68 
Victory
 0.39 
 68.67 
Victory
 0.44 
 6.83 
Victory
 1.16 
 10.26 
Victory
 1.52 
 67.54 
Victory
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Not too volatile
Very steady
Market Performance
(90 Days Performance)
OK
Very Weak
Good
Insignificant
Modest
OK
OK
Very Weak
OK
OK
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Over Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Strong Buy
Strong Sell
Buy
Buy
Strong Buy
Strong Buy
Hold
Strong Buy
Strong Buy
Net Asset
5.53 B
26.4 M
74.8 M
11.67 B
154.85 M
396.84 M
437.95 M
622.4 M
78.99 M
2.2 B
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
2.5 K
N/A
N/A
N/A
N/A
Price To Book
N/A
1.64
1.21
2.3
1.36
2.68
2.68
N/A
3.66
N/A
Five Year Return
9.14
5.9
2.92
11.77
10.42
13.41
14.77
0.57
1.47
2.62
One Year Return
19.91
14.26
12.99
22.19
28.52
30.96
32.54
5.23
35.72
29.06
Last Dividend Paid
N/A
N/A
0.03
0.16
N/A
N/A
N/A
0.03
N/A
N/A
Price To Earning
2.35
15.81
11.7
2.42
17.83
7.68
12.08
N/A
23.4
N/A
Price To Sales
N/A
1.23
1.44
1.13
0.89
1.32
1.32
N/A
1.97
N/A
Cash Position Weight
2.37
1.73
1.73
2.18
2.43
N/A
0.93
0.02
3.25
0.43
Equity Positions Weight
97.63
98.27
0.39
97.82
97.57
100.0
99.07
N/A
96.75
99.57
Three Year Return
3.79
2.11
0.13
6.51
3.67
7.86
9.17
0.43
-9.56
-7.49
Annual Yield
0.0072
0.0173
0.0705
0.0086
0.0044
N/A
0.0019
0.0058
N/A
N/A
Year To Date Return
9.71
6.57
7.83
13.34
13.95
24.45
25.76
3.55
21.48
13.85
Bond Positions Weight
N/A
N/A
8.14
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
9.37
5.37
6.26
10.22
8.48
9.46
10.66
2.12
14.13
14.83
Day Typical Price
54.61
15.31
5.47
52.23
52.67
39.68
68.67
6.83
10.26
67.54
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
Period Momentum Indicator
0.88
0.06
0.01
(0.61)
(0.87)
0.16
(0.27)
(0.03)
(0.12)
(1.04)
Rate Of Daily Change
1.02
1.0
1.0
0.99
0.98
1.0
1.0
1.0
0.99
0.98
Day Median Price
54.61
15.31
5.47
52.23
52.67
39.68
68.67
6.83
10.26
67.54
Price Action Indicator
0.44
0.03
0.005
(0.31)
(0.43)
0.08
(0.13)
(0.01)
(0.06)
(0.52)
Relative Strength Index
38.51
25.52
9.46
7.4
12.26
26.26
26.63
17.05
48.48
37.95
Coefficient Of Variation
741.32
(1,758)
450.68
1081.52
997.49
838.04
950.02
(5,647)
731.86
914.11
Mean Deviation
0.8647
0.7033
0.138
0.5641
1.01
0.6482
0.6586
0.074
1.1
0.9622
Jensen Alpha
(0.01)
(0.13)
0.0345
0.0541
0.128
(0.02)
0.0878
(0.01)
0.1385
0.1013
Total Risk Alpha
(0.04)
(0.21)
0.0023
(0.06)
(0.1)
(0.05)
(0.06)
(0.03)
(0.04)
(0.07)
Sortino Ratio
0.0388
N/A
(0.42)
(0.1)
0.0213
(0.02)
(0.03)
N/A
0.0483
0.0078
Downside Variance
0.7866
N/A
0.0447
0.4315
1.2
1.13
1.1
N/A
1.68
1.58
Standard Deviation
1.22
0.9318
0.1907
0.7234
1.54
0.946
0.9513
0.1211
1.42
1.28
Kurtosis
7.13
1.48
2.25
1.01
7.95
2.65
2.51
2.22
0.3808
0.9472
Potential Upside
1.8
1.21
0.3724
1.36
2.48
1.51
1.49
0.146
2.86
2.31
Treynor Ratio
0.1126
(0.11)
(1.79)
2.44
1.08
0.1019
4.77
(3.11)
0.4929
0.5395
Maximum Drawdown
7.38
4.93
1.1
3.53
8.89
5.06
5.07
0.7297
7.11
6.43
Variance
1.5
0.8682
0.0364
0.5233
2.36
0.8949
0.9049
0.0147
2.0
1.65
Market Risk Adjusted Performance
0.1226
(0.1)
(1.78)
2.45
1.09
0.1119
4.78
(3.10)
0.5029
0.5495
Risk Adjusted Performance
0.1072
(0.04)
0.14
0.0703
0.0819
0.0934
0.0827
(0.07)
0.1094
0.0879
Skewness
1.73
0.431
1.08
0.5074
1.97
(0.30)
(0.25)
(0.47)
0.0968
0.1555
Semi Deviation
0.7148
N/A
0.0
0.5793
0.9524
0.9031
0.9357
N/A
1.15
1.09
Information Ratio
0.0281
(0.20)
(0.46)
(0.09)
0.0152
(0.02)
(0.03)
(1.10)
0.0443
0.0076
Value At Risk
(1.35)
(1.73)
(0.18)
(1.04)
(1.87)
(1.94)
(1.94)
(0.15)
(1.76)
(1.98)
Expected Short fall
(1.11)
N/A
(0.28)
(0.63)
(1.23)
(0.67)
(0.69)
N/A
(1.29)
(1.04)
Downside Deviation
0.8869
N/A
0.2114
0.6569
1.09
1.06
1.05
N/A
1.3
1.26
Semi Variance
0.5109
N/A
(0.03)
0.3355
0.907
0.8155
0.8755
N/A
1.32
1.19

Victory Sycamore Competition Performance Charts

Five steps to successful analysis of Victory Sycamore Competition

Victory Sycamore's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Victory Sycamore Small in relation to its competition. Victory Sycamore's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Victory Sycamore in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Victory Sycamore's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Victory Sycamore Small, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Victory Sycamore position

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 Measuring and Control Equipment Thematic Idea Now

Measuring and Control Equipment
Measuring and Control Equipment Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Measuring and Control Equipment theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Measuring and Control Equipment Theme or any other thematic opportunities.
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Other Information on Investing in Victory Mutual Fund

Victory Sycamore financial ratios help investors to determine whether Victory Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Victory with respect to the benefits of owning Victory Sycamore security.
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