Victory Global Natural Fund Manager Performance Evaluation
| RSNRX Fund | USD 34.23 0.65 1.94% |
The entity has a beta of 0.66, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Victory Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Victory Global is expected to be smaller as well.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Victory Global Natural are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Victory Global showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.4800 |
Victory |
Victory Global Relative Risk vs. Return Landscape
If you would invest 2,842 in Victory Global Natural on August 24, 2024 and sell it today you would earn a total of 581.00 from holding Victory Global Natural or generate 20.44% return on investment over 90 days. Victory Global Natural is currently producing 0.301% returns and takes up 1.4203% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Victory, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Victory Global Current Valuation
Undervalued
Today
Please note that Victory Global's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Victory Global Natural has a current Real Value of $36.11 per share. The regular price of the fund is $34.23. We determine the value of Victory Global Natural 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Victory Mutual Fund. However, Victory Global'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 34.23 | Real 36.11 | Hype 34.23 | Naive 33.22 |
The intrinsic value of Victory Global'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 Global'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 Global Natural 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 Global more accurately as focusing exclusively on Victory Global's fundamentals will not take into account other important factors: Victory Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Victory Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Victory Global Natural, and traders can use it to determine the average amount a Victory Global'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 = 0.2119
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | RSNRX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.42 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.3 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Victory Global is performing at about 16% 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 Global by adding it to a well-diversified portfolio.
Victory Global Fundamentals Growth
Victory Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Victory Global, and Victory Global 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 | 38.38 X | |||
| Price To Book | 0.95 X | |||
| Price To Sales | 1.67 X | |||
| Total Asset | 84.76 M | |||
About Victory Global Performance
Evaluating Victory Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Victory Global 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 Global 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 securities of companies that SailingStone Capital Partners LLC, the funds sub-adviser, considers to be principally engaged in natural resources industries. It may invest in securities of issuers located anywhere in the world and normally will invest in securities of companies located in at least three countries, which may include the United States. The funds investment team currently expects that the fund typically will hold between 15 and 30 securities positions. It is non-diversified.Things to note about Victory Global Natural performance evaluation
Checking the ongoing alerts about Victory Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Victory Global Natural 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-11.0 ten year return of -11.0% | |
| Victory Global Natural maintains about 7.97% of its assets in cash |
- Analyzing Victory Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Victory Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Victory Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Victory Global's mutual fund. These opinions can provide insight into Victory Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Victory Mutual Fund
Victory Global 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 Global security.
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |