Victory Trivalent International Fund Manager Performance Evaluation

MSSIX Fund  USD 15.77  0.10  0.63%   
The entity has a beta of 0.38, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Victory Trivalent's returns are expected to increase less than the market. However, during the bear market, the loss of holding Victory Trivalent is expected to be smaller as well.

Risk-Adjusted Performance

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Over the last 90 days Victory Trivalent International has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Victory Trivalent is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio1.0300
  

Victory Trivalent Relative Risk vs. Return Landscape

If you would invest  1,582  in Victory Trivalent International on September 11, 2024 and sell it today you would lose (5.00) from holding Victory Trivalent International or give up 0.32% of portfolio value over 90 days. Victory Trivalent International is currently producing negative expected returns and takes up 0.8108% volatility of returns over 90 trading days. Put another way, 7% 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  
Assuming the 90 days horizon Victory Trivalent is expected to under-perform the market. In addition to that, the company is 1.1 times more volatile than its market benchmark. It trades about 0.0 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.18 per unit of volatility.

Victory Trivalent Current Valuation

Overvalued
Today
15.77
Please note that Victory Trivalent's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Victory Trivalent has a current Real Value of $14.73 per share. The regular price of the fund is $15.77. We determine the value of Victory Trivalent 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 Trivalent is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Victory Mutual Fund. However, Victory Trivalent'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  15.77 Real  14.73 Hype  15.77 Naive  16.13
The intrinsic value of Victory Trivalent'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 Trivalent'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.
14.73
Real Value
17.35
Upside
Estimating the potential upside or downside of Victory Trivalent International 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 Trivalent more accurately as focusing exclusively on Victory Trivalent's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
15.3715.6916.02
Details
Hype
Prediction
LowEstimatedHigh
14.9715.7716.57
Details
Naive
Forecast
LowNext ValueHigh
15.3316.1316.92
Details

Victory Trivalent Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Victory Trivalent's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Victory Trivalent International, and traders can use it to determine the average amount a Victory Trivalent'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 = -0.0022

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Estimated Market Risk

 0.81
  actual daily
7
93% of assets are more volatile

Expected Return

 0.0
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.0
  actual daily
0
Most of other assets perform better
Based on monthly moving average Victory Trivalent 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 Trivalent by adding Victory Trivalent to a well-diversified portfolio.

Victory Trivalent Fundamentals Growth

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

Evaluating Victory Trivalent's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Victory Trivalent 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 Trivalent 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 primarily in equity securities of companies principally in countries represented in the SP Developed ex-U.S. SmallCap Index. Under normal circumstances, at least 80 percent of the funds assets will be invested in securities of small-capitalization companies.

Things to note about Victory Trivalent performance evaluation

Checking the ongoing alerts about Victory Trivalent for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Victory Trivalent help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Victory Trivalent generated a negative expected return over the last 90 days
The fund maintains 98.43% of its assets in stocks
Evaluating Victory Trivalent's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Victory Trivalent's mutual fund performance include:
  • Analyzing Victory Trivalent'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 Trivalent's stock is overvalued or undervalued compared to its peers.
  • Examining Victory Trivalent'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 Trivalent's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Victory Trivalent's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Victory Trivalent's mutual fund. These opinions can provide insight into Victory Trivalent's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Victory Trivalent's mutual fund performance is not an exact science, and many factors can impact Victory Trivalent'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 Trivalent 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 Trivalent security.
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