Victoryshares Us Large Etf Profile

CDL Etf  USD 62.16  0.40  0.65%   

Performance

10 of 100

 
Low
 
High
OK

Odds Of Distress

Less than 31

 
100  
 
Zero
Below Average
VictoryShares is selling for 62.16 as of the 29th of March 2024. This is a 0.65% increase since the beginning of the trading day. The etf's lowest day price was 61.82. VictoryShares has about a 31 percent probability of financial distress in the next few years of operation but had a somewhat ok performance during the last 90 days. Equity ratings for VictoryShares US Large are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2024 and ending today, the 29th of March 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing at least 80 percent of its assets directly or indirectly in the securities included in the Nasdaq Victory US Large Cap High Dividend 100 Volatility Weighted Index. Victory US is traded on NASDAQ Exchange in the United States.. More on VictoryShares US Large

Moving together with VictoryShares Etf

  0.61IWD IShares Russell 1000PairCorr
  0.82DVY IShares Select DividendPairCorr

VictoryShares Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. VictoryShares' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding VictoryShares or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
ChairmanTomasz Przybyla
Thematic Ideas
(View all Themes)
Old Names[CHANNELADVISOR, ChannelAdvisor Corporation, CANADALAND CDI 1:1]
Business ConcentrationLarge Cap ETFs, Size And Style ETFs, Large Value, Victory Capital (View all Sectors)
IssuerVictoryShares
Inception Date2015-07-07
BenchmarkThe Nasdaq Victory U.S. Large Cap High Dividend 100 Volatility Weighted Total Return Index
Entity TypeRegulated Investment Company
Asset Under Management354.92 Million
Average Trading Valume15,781.1
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorVictory Capital Management Inc.
AdvisorVictory Capital Management Inc.
CustodianCitibank, N.A.
DistributorForeside Fund Services, LLC
Portfolio ManagerMannik Dhillon, Stephen Hammers
Transfer AgentCitibank, N.A.
Fiscal Year End31-Oct
ExchangeNASDAQ
Number of Constituents101
Market MakerSusquehanna
Total Expense0.41
Management Fee0.3
Country NameUSA
Returns Y T D4.42
NameVictoryShares US Large Cap High Div Volatility Wtd ETF
Currency CodeUSD
Open FigiBBG009K7JNC8
In Threey Volatility16.35
1y Volatility14.65
200 Day M A56.8476
50 Day M A58.8818
CodeCDL
Updated At27th of March 2024
Currency NameUS Dollar
VictoryShares US Large [CDL] is traded in USA and was established 2015-07-07. The fund is classified under Large Value category within Victory Capital family. The entity is thematically classified as Large Cap ETFs. VictoryShares US Large currently have 285.74 M in assets under management (AUM). , while the total return for the last 3 years was 6.9%.
Check VictoryShares Probability Of Bankruptcy

Geographic Allocation (%)

Top VictoryShares US Large Etf Constituents

JNJJohnson JohnsonStockHealth Care
WECWEC Energy GroupStockUtilities
ESEversource EnergyStockUtilities
WMTWalmartStockConsumer Staples
EVRGEvergy Common StockStockUtilities
SJMJM SmuckerStockConsumer Staples
DTEDTE EnergyStockUtilities
More Details

VictoryShares Target Price Odds Analysis

Proceeding from a normal probability distribution, the odds of VictoryShares jumping above the current price in 90 days from now is near 1%. The VictoryShares US Large probability density function shows the probability of VictoryShares etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon VictoryShares has a beta of 0.8486 suggesting as returns on the market go up, VictoryShares average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding VictoryShares US Large will be expected to be much smaller as well. Additionally, victoryShares US Large has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 62.16HorizonTargetOdds Above 62.16
99.65%90 days
 62.16 
0.33%
Based on a normal probability distribution, the odds of VictoryShares to move above the current price in 90 days from now is near 1 (This VictoryShares US Large probability density function shows the probability of VictoryShares Etf to fall within a particular range of prices over 90 days) .

VictoryShares US Large Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. VictoryShares market risk premium is the additional return an investor will receive from holding VictoryShares long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in VictoryShares. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although VictoryShares' alpha and beta are two of the key measurements used to evaluate VictoryShares' performance over the market, the standard measures of volatility play an important role as well.

VictoryShares Against Markets

Picking the right benchmark for VictoryShares etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in VictoryShares etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for VictoryShares is critical whether you are bullish or bearish towards VictoryShares US Large at a given time. Please also check how VictoryShares' historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in VictoryShares without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Efficient Frontier Now

   

Efficient Frontier

Plot and analyze your portfolio and positions against risk-return landscape of the market.
All  Next Launch Module

How to buy VictoryShares Etf?

Before investing in VictoryShares, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in VictoryShares. To buy VictoryShares etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of VictoryShares. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase VictoryShares etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located VictoryShares US Large etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased VictoryShares US Large etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as VictoryShares US Large, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy VictoryShares Etf please use our How to Invest in VictoryShares guide.

Already Invested in VictoryShares US Large?

The danger of trading VictoryShares US Large is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of VictoryShares is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than VictoryShares. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile VictoryShares US Large is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether VictoryShares US Large is a strong investment it is important to analyze VictoryShares' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact VictoryShares' future performance. For an informed investment choice regarding VictoryShares Etf, refer to the following important reports:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in VictoryShares US Large. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment.
Note that the VictoryShares US Large information on this page should be used as a complementary analysis to other VictoryShares' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.

Complementary Tools for VictoryShares Etf analysis

When running VictoryShares' price analysis, check to measure VictoryShares' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy VictoryShares is operating at the current time. Most of VictoryShares' value examination focuses on studying past and present price action to predict the probability of VictoryShares' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move VictoryShares' price. Additionally, you may evaluate how the addition of VictoryShares to your portfolios can decrease your overall portfolio volatility.
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Share Portfolio
Track or share privately all of your investments from the convenience of any device
USA ETFs
Find actively traded Exchange Traded Funds (ETF) in USA
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Sign In To Macroaxis
Sign in to explore Macroaxis' wealth optimization platform and fintech modules
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
The market value of VictoryShares US Large is measured differently than its book value, which is the value of VictoryShares that is recorded on the company's balance sheet. Investors also form their own opinion of VictoryShares' value that differs from its market value or its book value, called intrinsic value, which is VictoryShares' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because VictoryShares' market value can be influenced by many factors that don't directly affect VictoryShares' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between VictoryShares' value and its price as these two are different measures arrived at by different means. Investors typically determine if VictoryShares is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, VictoryShares' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.