Victory Sycamore Small Fund Manager Performance Evaluation
| VSOIX Fund | USD 55.12 0.07 0.13% |
The entity has a beta of 1.34, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Victory Sycamore will likely underperform.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Victory Sycamore Small are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Victory Sycamore may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.8900 |
Victory |
Victory Sycamore Relative Risk vs. Return Landscape
If you would invest 4,921 in Victory Sycamore Small on September 5, 2024 and sell it today you would earn a total of 584.00 from holding Victory Sycamore Small or generate 11.87% return on investment over 90 days. Victory Sycamore Small is currently producing 0.182% returns and takes up 1.167% volatility of returns over 90 trading days. Put another way, 10% 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 |
Victory Sycamore Current Valuation
Fairly Valued
Today
Please note that Victory Sycamore's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Victory Sycamore Small has a current Real Value of $54.27 per share. The regular price of the fund is $55.12. We determine the value of Victory Sycamore Small 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 55.12 | Real 54.27 | Hype 55.05 | Naive 55.17 |
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.
Estimating the potential upside or downside of Victory Sycamore Small 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: 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 Small, 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 = 0.1559
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | VSOIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.17 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.18 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 Sycamore 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 Sycamore by adding it 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.
| Price To Earning | 2.33 X | ||||
| Price To Book | 1.72 X | ||||
| Price To Sales | 1.08 X | ||||
| Total Asset | 7.28 B | ||||
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.
The fund invests primarily in the equity securities of smaller companies that the Adviser believes to be undervalued relative to the underlying earnings potential of the company. Under normal circumstances, the fund will invest at least 80 percent of its assets in equity securities of small companies. Small companies are companies that at the time of purchase have market capitalizations within the range of companies comprising the Russell 2000 Value Index.Things to note about Victory Sycamore Small 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 Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps all of its net assets in stocks |
- 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.
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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