Victory Incore Investment Fund Manager Performance Evaluation
| VICIX Fund | USD 17.92 0.12 0.67% |
The entity has a beta of 0.16, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Victory Incore's returns are expected to increase less than the market. However, during the bear market, the loss of holding Victory Incore is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Victory Incore Investment has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Victory Incore is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.9400 |
Victory |
Victory Incore Relative Risk vs. Return Landscape
If you would invest 1,816 in Victory Incore Investment on October 11, 2024 and sell it today you would lose (24.00) from holding Victory Incore Investment or give up 1.32% of portfolio value over 90 days. Victory Incore Investment is currently producing negative expected returns and takes up 0.3691% volatility of returns over 90 trading days. Put another way, 3% 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 Incore Current Valuation
Fairly Valued
Today
Please note that Victory Incore's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Victory Incore Investment has a current Real Value of $18.01 per share. The regular price of the fund is $17.92. We determine the value of Victory Incore Investment 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 Incore is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Victory Mutual Fund. However, Victory Incore'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 17.92 | Real 18.01 | Hype 17.92 |
The intrinsic value of Victory Incore'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 Incore'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 Incore Investment 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 Incore more accurately as focusing exclusively on Victory Incore's fundamentals will not take into account other important factors: Victory Incore Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Victory Incore's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Victory Incore Investment, and traders can use it to determine the average amount a Victory Incore'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 = -0.0573
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VICIX |
Estimated Market Risk
| 0.37 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Victory Incore is not performing at its full potential. However, 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 Incore by adding Victory Incore to a well-diversified portfolio.
Victory Incore Fundamentals Growth
Victory Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Victory Incore, and Victory Incore 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 | 13.55 X | ||||
| Price To Book | 2.21 X | ||||
| Price To Sales | 2.59 X | ||||
| Total Asset | 483.11 M | ||||
About Victory Incore Performance
Evaluating Victory Incore's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Victory Incore 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 Incore 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.
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.Things to note about Victory Incore Investment performance evaluation
Checking the ongoing alerts about Victory Incore for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Victory Incore Investment help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Victory Incore generated a negative expected return over the last 90 days | |
| The fund keeps most of the net assets in exotic instruments. |
- Analyzing Victory Incore'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 Incore's stock is overvalued or undervalued compared to its peers.
- Examining Victory Incore'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 Incore's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Victory Incore's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Victory Incore's mutual fund. These opinions can provide insight into Victory Incore's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Victory Mutual Fund
Victory Incore 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 Incore security.
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