Victory Strategic Allocation Fund Manager Performance Evaluation

VBFCX Fund  USD 19.81  0.05  0.25%   
The entity has a beta of 0.39, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Victory Strategic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Victory Strategic is expected to be smaller as well.

Risk-Adjusted Performance

11 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in Victory Strategic Allocation are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Victory Strategic 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 Ratio1.8600
  

Victory Strategic Relative Risk vs. Return Landscape

If you would invest  1,907  in Victory Strategic Allocation on September 11, 2024 and sell it today you would earn a total of  74.00  from holding Victory Strategic Allocation or generate 3.88% return on investment over 90 days. Victory Strategic Allocation is currently producing 0.0613% returns and takes up 0.4102% 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  
Assuming the 90 days horizon Victory Strategic is expected to generate 2.2 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.79 times less risky than the market. It trades about 0.15 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.18 of returns per unit of risk over similar time horizon.

Victory Strategic Current Valuation

Fairly Valued
Today
19.81
Please note that Victory Strategic's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Victory Strategic has a current Real Value of $19.75 per share. The regular price of the fund is $19.81. We determine the value of Victory Strategic 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 Strategic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Victory Mutual Fund. However, Victory Strategic'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  19.81 Real  19.75 Hype  19.81 Naive  19.93
The intrinsic value of Victory Strategic'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 Strategic'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.
19.75
Real Value
20.16
Upside
Estimating the potential upside or downside of Victory Strategic Allocation 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 Strategic more accurately as focusing exclusively on Victory Strategic's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
19.6519.7919.92
Details
Hype
Prediction
LowEstimatedHigh
19.4019.8120.22
Details
Naive
Forecast
LowNext ValueHigh
19.5319.9320.34
Details

Victory Strategic Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Victory Strategic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Victory Strategic Allocation, and traders can use it to determine the average amount a Victory Strategic'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 = 0.1494

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Estimated Market Risk

 0.41
  actual daily
3
97% of assets are more volatile

Expected Return

 0.06
  actual daily
1
99% of assets have higher returns

Risk-Adjusted Return

 0.15
  actual daily
11
89% of assets perform better
Based on monthly moving average Victory Strategic is performing at about 11% 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 Strategic by adding it to a well-diversified portfolio.

Victory Strategic Fundamentals Growth

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

Evaluating Victory Strategic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Victory Strategic 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 Strategic 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 is a fund of funds, which means it pursues its investment objective by investing primarily in other investment companies, including exchange-traded funds . It will typically invest in affiliated underlying funds advised by the Adviser. The fund will invest at least 40 percent of its net assets in underlying funds that will provide the fund with exposure to equity securities and at least 30 percent of its net assets in underlying funds that will provide the fund with exposure to fixed income securities.

Things to note about Victory Strategic performance evaluation

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