Victory Rs Small Fund Manager Performance Evaluation
The entity has a beta of 0.18, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Victory Rs' returns are expected to increase less than the market. However, during the bear market, the loss of holding Victory Rs is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Victory Rs Small has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Victory Rs is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.1000 |
Victory |
Victory Rs Relative Risk vs. Return Landscape
If you would invest 987.00 in Victory Rs Small on August 29, 2024 and sell it today you would earn a total of 152.00 from holding Victory Rs Small or generate 15.4% return on investment over 90 days. Victory Rs Small is currently producing 0.2335% returns and takes up 1.3851% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Victory, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Victory Rs Current Valuation
Undervalued
Today
Please note that Victory Rs' price fluctuation is unstable at this time. At this time, the fund appears to be undervalued. Victory Rs Small has a current Real Value of $1.28 per share. The regular price of the fund is $11.39. We determine the value of Victory Rs 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, mutual fund prices and their ongoing real values will draw towards each other.
Since Victory Rs is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Victory Mutual Fund. However, Victory Rs' 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 11.39 | Real 1.28 | Hype 0.0 | Naive 11.17 |
The intrinsic value of Victory Rs' 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 Rs' 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 Rs 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 Rs more accurately as focusing exclusively on Victory Rs' fundamentals will not take into account other important factors: Victory Rs Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Victory Rs' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Victory Rs Small, and traders can use it to determine the average amount a Victory Rs' 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 = 0.1686
| Best Portfolio | Best Equity | |||
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| Small Returns | RSCYX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.39 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Victory Rs is performing at about 13% 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 Rs by adding it to a well-diversified portfolio.
Victory Rs Fundamentals Growth
Victory Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Victory Rs, and Victory Rs 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 | 24.80 X | |||
| Price To Book | 3.36 X | |||
| Price To Sales | 1.80 X | |||
| Total Asset | 44.47 M | |||
About Victory Rs Performance
Evaluating Victory Rs' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Victory Rs 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 Rs 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 fund normally invests at least 80 percent of its assets in equity securities of small-capitalization companies, which may include common stocks, preferred stocks, or other securities convertible into common stock. Victory Rs is traded on NASDAQ Exchange in the United States.Things to note about Victory Rs Small performance evaluation
Checking the ongoing alerts about Victory Rs for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Victory Rs Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -6.0% | |
| Victory Rs Small maintains 96.75% of its assets in stocks |
- Analyzing Victory Rs' 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 Rs' stock is overvalued or undervalued compared to its peers.
- Examining Victory Rs' 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 Rs' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Victory Rs' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Victory Rs' mutual fund. These opinions can provide insight into Victory Rs' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Victory Mutual Fund
Victory Rs 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 Rs security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |