Victory Diversified Stock Fund Manager Performance Evaluation
| VDSIX Fund | USD 24.71 0.12 0.49% |
The entity has a beta of 0.98, which indicates possible diversification benefits within a given portfolio. Victory Diversified returns are very sensitive to returns on the market. As the market goes up or down, Victory Diversified is expected to follow.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Victory Diversified Stock are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Victory Diversified may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.8300 |
Victory |
Victory Diversified Relative Risk vs. Return Landscape
If you would invest 2,236 in Victory Diversified Stock on September 1, 2024 and sell it today you would earn a total of 235.00 from holding Victory Diversified Stock or generate 10.51% return on investment over 90 days. Victory Diversified Stock is currently producing 0.1624% returns and takes up 0.8577% volatility of returns over 90 trading days. Put another way, 7% 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 Diversified Current Valuation
Fairly Valued
Today
Please note that Victory Diversified's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Victory Diversified Stock has a current Real Value of $24.36 per share. The regular price of the fund is $24.71. We determine the value of Victory Diversified Stock 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, mutual fund prices and their ongoing real values will draw towards each other.
Since Victory Diversified is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Victory Mutual Fund. However, Victory Diversified'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. | Historical | Market 24.71 | Real 24.36 | Hype 24.71 | Naive 24.63 |
The intrinsic value of Victory Diversified's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Victory Diversified's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Victory Diversified Stock 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 Diversified more accurately as focusing exclusively on Victory Diversified's fundamentals will not take into account other important factors: Victory Diversified Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Victory Diversified's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Victory Diversified Stock, and traders can use it to determine the average amount a Victory Diversified'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 = 0.1893
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | VDSIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Victory Diversified is performing at about 14% 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 Diversified by adding it to a well-diversified portfolio.
Victory Diversified Fundamentals Growth
Victory Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Victory Diversified, and Victory Diversified 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 | 2.43 X | ||||
| Price To Book | 3.03 X | ||||
| Price To Sales | 1.62 X | ||||
| Total Asset | 347.01 M | ||||
About Victory Diversified Performance
Evaluating Victory Diversified's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Victory Diversified 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 Diversified 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 investment objective by investing, under normal circumstances, at least 80 percent of its assets in common stock, which includes securities convertible or exchangeable into common stock traded on U.S. exchanges. Its investments include securities issued by established, large-cap companies, as well as securities of mid-cap companies. The funds investments include foreign securities that are traded in the U.S., including American Depositary and Global Depositary Receipts .Things to note about Victory Diversified Stock performance evaluation
Checking the ongoing alerts about Victory Diversified for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Victory Diversified Stock help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps all of its net assets in stocks |
- Analyzing Victory Diversified'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 Diversified's stock is overvalued or undervalued compared to its peers.
- Examining Victory Diversified'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 Diversified's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Victory Diversified's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Victory Diversified's mutual fund. These opinions can provide insight into Victory Diversified's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Victory Mutual Fund
Victory Diversified 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 Diversified security.
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