Victory Munder Mid Cap Fund Manager Performance Evaluation
| MGOSX Fund | USD 14.13 0.05 0.36% |
The entity has a beta of -0.0036, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Victory Munder are expected to decrease at a much lower rate. During the bear market, Victory Munder is likely to outperform the market.
Risk-Adjusted Performance
Market Crasher
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Victory Munder Mid Cap are ranked lower than 83 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Victory Munder may actually be approaching a critical reversion point that can send shares even higher in March 2025.
...more| Expense Ratio | 0.8900 |
Victory |
Victory Munder Relative Risk vs. Return Landscape
If you would invest 1,405 in Victory Munder Mid Cap on November 9, 2024 and sell it today you would earn a total of 8.00 from holding Victory Munder Mid Cap or generate 0.57% return on investment over 90 days. Victory Munder Mid Cap is currently producing 0.1895% returns and takes up 0.1788% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Victory, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Victory Munder Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Victory Munder's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Victory Munder Mid Cap, and traders can use it to determine the average amount a Victory Munder'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 = 1.0603
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | MGOSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.18 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 1.06 actual daily | 83 83% of assets perform worse |
Based on monthly moving average Victory Munder is performing at about 83% 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 Munder by adding it to a well-diversified portfolio.
Victory Munder Fundamentals Growth
Victory Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Victory Munder, and Victory Munder fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Victory Mutual Fund performance.
| Price To Earning | 7.19 X | |||
| Price To Book | 2.80 X | |||
| Price To Sales | 1.90 X | |||
| Total Asset | 363.94 M | |||
About Victory Munder Performance
Evaluating Victory Munder's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Victory Munder has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Victory Munder has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The adviser pursues the funds objective by investing, under normal circumstances, at least 80 percent of the funds assets in equity securities of mid-capitalization companies. Victory Munder is traded on NASDAQ Exchange in the United States.Things to note about Victory Munder Mid performance evaluation
Checking the ongoing alerts about Victory Munder for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Victory Munder Mid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Victory Munder Mid is not yet fully synchronised with the market data | |
| Victory is showing solid risk-adjusted performance over 90 days | |
| The fund maintains 98.56% of its assets in stocks |
- Analyzing Victory Munder's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Victory Munder's stock is overvalued or undervalued compared to its peers.
- Examining Victory Munder's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Victory Munder's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Victory Munder's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Victory Munder's mutual fund. These opinions can provide insight into Victory Munder's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
Other Tools for Victory Mutual Fund
When running Victory Munder's price analysis, check to measure Victory Munder'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 Munder is operating at the current time. Most of Victory Munder's value examination focuses on studying past and present price action to predict the probability of Victory Munder's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Victory Munder's price. Additionally, you may evaluate how the addition of Victory Munder to your portfolios can decrease your overall portfolio volatility.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |