Victory Market Neutral Fund Manager Performance Evaluation
| CBHMX Fund | USD 8.35 0.03 0.36% |
The entity has a beta of -0.0501, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Victory Market are expected to decrease at a much lower rate. During the bear market, Victory Market is likely to outperform the market.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Victory Market Neutral are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Victory Market is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreVictory |
Victory Market Relative Risk vs. Return Landscape
If you would invest 833.00 in Victory Market Neutral on August 29, 2024 and sell it today you would earn a total of 2.00 from holding Victory Market Neutral or generate 0.24% return on investment over 90 days. Victory Market Neutral is currently producing 0.0039% returns and takes up 0.195% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Victory, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Victory Market Current Valuation
Fairly Valued
Today
Please note that Victory Market's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Victory Market Neutral has a current Real Value of $8.19 per share. The regular price of the fund is $8.35. We determine the value of Victory Market Neutral 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 Market is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Victory Mutual Fund. However, Victory Market'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 8.35 | Real 8.19 | Hype 8.35 | Naive 8.35 |
The intrinsic value of Victory Market'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 Market'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 Market Neutral 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 Market more accurately as focusing exclusively on Victory Market's fundamentals will not take into account other important factors: Victory Market Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Victory Market's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Victory Market Neutral, and traders can use it to determine the average amount a Victory Market'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 = 0.0202
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CBHMX |
Estimated Market Risk
| 0.2 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Victory Market is performing at about 1% 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 Market by adding it to a well-diversified portfolio.
Victory Market Fundamentals Growth
Victory Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Victory Market, and Victory Market 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.
| Total Asset | 1.83 B | |||
About Victory Market Performance
Evaluating Victory Market's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Victory Market 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 Market 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 implementing a proprietary, market neutral investment strategy designed to seek income from its investments while maintaining a low correlation to the foreign and domestic equity and bond markets.Things to note about Victory Market Neutral performance evaluation
Checking the ongoing alerts about Victory Market for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Victory Market Neutral help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 36.84% of its assets under management (AUM) in cash |
- Analyzing Victory Market'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 Market's stock is overvalued or undervalued compared to its peers.
- Examining Victory Market'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 Market's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Victory Market's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Victory Market's mutual fund. These opinions can provide insight into Victory Market's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Victory Mutual Fund
Victory Market 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 Market security.
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| CEOs Directory Screen CEOs from public companies around the world | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |