Victory Sophus Emerging Fund Manager Performance Evaluation

REMKX Fund  USD 18.30  0.07  0.38%   
The entity has a beta of 0.35, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Victory Sophus' returns are expected to increase less than the market. However, during the bear market, the loss of holding Victory Sophus is expected to be smaller as well.

Risk-Adjusted Performance

3 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in Victory Sophus Emerging are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward-looking signals, Victory Sophus 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 Ratio1.5800
  

Victory Sophus Relative Risk vs. Return Landscape

If you would invest  1,794  in Victory Sophus Emerging on September 6, 2024 and sell it today you would earn a total of  36.00  from holding Victory Sophus Emerging or generate 2.01% return on investment over 90 days. Victory Sophus Emerging is currently producing 0.0357% returns and takes up 0.9199% volatility of returns over 90 trading days. Put another way, 8% 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 Sophus is expected to generate 4.95 times less return on investment than the market. In addition to that, the company is 1.25 times more volatile than its market benchmark. It trades about 0.04 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.24 per unit of volatility.

Victory Sophus Current Valuation

Fairly Valued
Today
18.30
Please note that Victory Sophus' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Victory Sophus Emerging has a current Real Value of $18.44 per share. The regular price of the fund is $18.3. We determine the value of Victory Sophus Emerging 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 Sophus is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Victory Mutual Fund. However, Victory Sophus' 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  18.3 Real  18.44 Hype  18.3
The intrinsic value of Victory Sophus' 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 Sophus' 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.
18.44
Real Value
19.36
Upside
Estimating the potential upside or downside of Victory Sophus Emerging 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 Sophus more accurately as focusing exclusively on Victory Sophus' fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
17.3818.3019.22
Details

Victory Sophus Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Victory Sophus' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Victory Sophus Emerging, and traders can use it to determine the average amount a Victory Sophus' 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 = 0.0388

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Estimated Market Risk

 0.92
  actual daily
8
92% of assets are more volatile

Expected Return

 0.04
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.04
  actual daily
3
97% of assets perform better
Based on monthly moving average Victory Sophus is performing at about 3% 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 Sophus by adding it to a well-diversified portfolio.

Victory Sophus Fundamentals Growth

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

Evaluating Victory Sophus' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Victory Sophus 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 Sophus 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 emerging market companies, which may include common stocks, preferred stocks, or other securities convertible into common stock. The Adviser employs both fundamental analysis and quantitative screening in seeking to identify companies that the adviser believes can sustain above-average earnings growth relative to their peers. The fund may invest in companies of any size.

Things to note about Victory Sophus Emerging performance evaluation

Checking the ongoing alerts about Victory Sophus for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Victory Sophus Emerging 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 three year return of -3.0%
Victory Sophus Emerging maintains 98.98% of its assets in stocks
Evaluating Victory Sophus' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Victory Sophus' mutual fund performance include:
  • Analyzing Victory Sophus' 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 Sophus' stock is overvalued or undervalued compared to its peers.
  • Examining Victory Sophus' 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 Sophus' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Victory Sophus' management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Victory Sophus' mutual fund. These opinions can provide insight into Victory Sophus' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Victory Sophus' mutual fund performance is not an exact science, and many factors can impact Victory Sophus' 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 Sophus 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 Sophus security.
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