Victory Sycamore Established Fund Manager Performance Evaluation

VETAX Fund  USD 45.95  0.53  1.17%   
The entity has a beta of 0.92, which indicates possible diversification benefits within a given portfolio. Victory Sycamore returns are very sensitive to returns on the market. As the market goes up or down, Victory Sycamore is expected to follow.

Risk-Adjusted Performance

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Over the last 90 days Victory Sycamore Established has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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1
Deutsche Bank Initiates Coverage of NNN REIT with Hold Recommendation - MSN
12/12/2024
2
Citigroup Upgrades Westlake - MSN
12/19/2024
Expense Ratio Date1st of November 2022
Expense Ratio0.9000
  

Victory Sycamore Relative Risk vs. Return Landscape

If you would invest  5,246  in Victory Sycamore Established on September 24, 2024 and sell it today you would lose (651.00) from holding Victory Sycamore Established or give up 12.41% of portfolio value over 90 days. Victory Sycamore Established is currently producing negative expected returns and takes up 1.4719% volatility of returns over 90 trading days. Put another way, 13% 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 Sycamore is expected to under-perform the market. In addition to that, the company is 1.83 times more volatile than its market benchmark. It trades about -0.13 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.03 per unit of volatility.

Victory Sycamore Current Valuation

Undervalued
Today
45.95
Please note that Victory Sycamore's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Victory Sycamore Est has a current Real Value of $46.95 per share. The regular price of the fund is $45.95. We determine the value of Victory Sycamore Est 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 Sycamore is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Victory Mutual Fund. However, Victory Sycamore'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  45.95 Real  46.95 Hype  45.92 Naive  41.94
The intrinsic value of Victory Sycamore'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 Sycamore'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.
46.95
Real Value
48.42
Upside
Estimating the potential upside or downside of Victory Sycamore Established 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 Sycamore more accurately as focusing exclusively on Victory Sycamore's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
44.5151.4158.31
Details
Hype
Prediction
LowEstimatedHigh
44.4545.9247.39
Details
Naive
Forecast
LowNext ValueHigh
40.4741.9443.42
Details

Victory Sycamore Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Victory Sycamore's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Victory Sycamore Established, and traders can use it to determine the average amount a Victory Sycamore'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 = -0.1329

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Negative ReturnsVETAX

Estimated Market Risk

 1.47
  actual daily
13
87% of assets are more volatile

Expected Return

 -0.2
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.13
  actual daily
0
Most of other assets perform better
Based on monthly moving average Victory Sycamore 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 Sycamore by adding Victory Sycamore to a well-diversified portfolio.

Victory Sycamore Fundamentals Growth

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

Evaluating Victory Sycamore's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Victory Sycamore 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 Sycamore 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, at least 80 percent of the funds assets will be invested in equity securities of companies with market capitalizations, at the time of purchase, within the range of companies comprising the Russell Midcap Value Index. It may invest a portion of its assets in equity securities of foreign companies traded in the U.S., including American Depositary Receipts and Global Depositary Receipts .

Things to note about Victory Sycamore Est performance evaluation

Checking the ongoing alerts about Victory Sycamore for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Victory Sycamore Est help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Victory Sycamore Est generated a negative expected return over the last 90 days
Latest headline from news.google.com: Citigroup Upgrades Westlake - MSN
The fund keeps 97.82% of its net assets in stocks
Evaluating Victory Sycamore's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Victory Sycamore's mutual fund performance include:
  • Analyzing Victory Sycamore'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 Sycamore's stock is overvalued or undervalued compared to its peers.
  • Examining Victory Sycamore'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 Sycamore's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Victory Sycamore's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Victory Sycamore's mutual fund. These opinions can provide insight into Victory Sycamore's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Victory Sycamore's mutual fund performance is not an exact science, and many factors can impact Victory Sycamore'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 Sycamore 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 Sycamore security.
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