Victory Portfolios Financials
| SBFMX Fund | USD 19.42 0.01 0.05% |
Victory |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Victory Portfolios Fund Summary
Victory Portfolios competes with Gmo High, Limited Term, Calamos Dynamic, Touchstone Premium, and The National. Under normal circumstances, the fund will invest at least 80 percent of its assets in investment grade securities convertible into common stock and synthetic convertible securities, which are derivative positions composed of two or more securities with investment characteristics that, when taken together, resemble those of traditional convertible securities.Specialization | Convertibles, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Victory Portfolios |
| Mutual Fund Family | Victory Capital |
| Mutual Fund Category | Convertibles |
| Benchmark | Dow Jones Industrial |
| Phone | 800 235 8396 |
| Currency | USD - US Dollar |
Victory Portfolios Key Financial Ratios
Victory Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Victory Portfolios's current stock value. Our valuation model uses many indicators to compare Victory Portfolios value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Victory Portfolios competition to find correlations between indicators driving Victory Portfolios's intrinsic value. More Info.Victory Portfolios is rated top fund in annual yield among similar funds. It also is rated top fund in net asset among similar funds making up about 11,230,482,286 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Victory Portfolios' earnings, one of the primary drivers of an investment's value.Victory Portfolios Systematic Risk
Victory Portfolios' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Victory Portfolios volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-eight with a total number of output elements of thirty-three. The Beta measures systematic risk based on how returns on Victory Portfolios correlated with the market. If Beta is less than 0 Victory Portfolios generally moves in the opposite direction as compared to the market. If Victory Portfolios Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Victory Portfolios is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Victory Portfolios is generally in the same direction as the market. If Beta > 1 Victory Portfolios moves generally in the same direction as, but more than the movement of the benchmark.
Victory Portfolios December 3, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Victory Portfolios help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Victory Portfolios . We use our internally-developed statistical techniques to arrive at the intrinsic value of Victory Portfolios based on widely used predictive technical indicators. In general, we focus on analyzing Victory Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Victory Portfolios's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2467 | |||
| Information Ratio | (0.15) | |||
| Maximum Drawdown | 1.42 | |||
| Value At Risk | (0.33) | |||
| Potential Upside | 0.6376 |
Other Information on Investing in Victory Mutual Fund
Victory Portfolios 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 Portfolios security.
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