Victory Integrity Smallmid Cap Fund Manager Performance Evaluation

MAISX Fund  USD 24.76  0.15  0.60%   
The entity has a beta of 0.14, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Victory Integrity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Victory Integrity is expected to be smaller as well.

Risk-Adjusted Performance

12 of 100

 
Weak
 
Strong
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Victory Integrity Smallmid Cap are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Victory Integrity may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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Expense Ratio1.1300
  

Victory Integrity Relative Risk vs. Return Landscape

If you would invest  2,222  in Victory Integrity Smallmid Cap on September 11, 2024 and sell it today you would earn a total of  254.00  from holding Victory Integrity Smallmid Cap or generate 11.43% return on investment over 90 days. Victory Integrity Smallmid Cap is currently producing 0.1748% returns and takes up 1.0678% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Victory, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Victory Integrity is expected to generate 1.46 times more return on investment than the market. However, the company is 1.46 times more volatile than its market benchmark. It trades about 0.16 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.17 per unit of risk.

Victory Integrity Current Valuation

Fairly Valued
Today
24.76
Please note that Victory Integrity's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Victory Integrity has a current Real Value of $24.81 per share. The regular price of the fund is $24.76. We determine the value of Victory Integrity 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 Integrity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Victory Mutual Fund. However, Victory Integrity'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  24.76 Real  24.81 Hype  24.99 Naive  24.82
The intrinsic value of Victory Integrity'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 Integrity'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.
24.81
Real Value
25.88
Upside
Estimating the potential upside or downside of Victory Integrity Smallmid Cap 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 Integrity more accurately as focusing exclusively on Victory Integrity's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
24.8725.3425.80
Details
Hype
Prediction
LowEstimatedHigh
23.9224.9926.06
Details
Naive
Forecast
LowNext ValueHigh
23.7524.8225.89
Details

Victory Integrity Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Victory Integrity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Victory Integrity Smallmid Cap, and traders can use it to determine the average amount a Victory Integrity'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 = 0.1637

Best PortfolioBest Equity
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Estimated Market Risk

 1.07
  actual daily
9
91% of assets are more volatile

Expected Return

 0.17
  actual daily
3
97% of assets have higher returns

Risk-Adjusted Return

 0.16
  actual daily
12
88% of assets perform better
Based on monthly moving average Victory Integrity is performing at about 12% 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 Integrity by adding it to a well-diversified portfolio.

Victory Integrity Fundamentals Growth

Victory Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Victory Integrity, and Victory Integrity 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.

About Victory Integrity Performance

Evaluating Victory Integrity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Victory Integrity 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 Integrity 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 investing, under normal circumstances, at least 80 percent of the funds assets in equity securities of small- to mid-capitalization companies. Small- to mid-capitalization companies are those companies with market capitalizations within the range of companies included in the Russell 2500 Index. The fund may invest up to 25 percent of its assets in foreign securities, including depositary receipts such as American Depositary Receipts and Global Depositary Receipts .

Things to note about Victory Integrity performance evaluation

Checking the ongoing alerts about Victory Integrity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Victory Integrity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains 99.1% of its assets in stocks
Evaluating Victory Integrity's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Victory Integrity's mutual fund performance include:
  • Analyzing Victory Integrity'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 Integrity's stock is overvalued or undervalued compared to its peers.
  • Examining Victory Integrity'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 Integrity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Victory Integrity's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Victory Integrity's mutual fund. These opinions can provide insight into Victory Integrity's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Victory Integrity's mutual fund performance is not an exact science, and many factors can impact Victory Integrity's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Victory Mutual Fund

Victory Integrity 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 Integrity security.
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