Victory Incore Investment Fund Fundamentals
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Victory Incore's long-term financial health and intrinsic value.
Victory |
Victory Incore Investment Mutual Fund Five Year Return Analysis
Victory Incore's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Victory Incore Five Year Return | 3.25 % |
Most of Victory Incore's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Victory Incore Investment is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, Victory Incore Investment has a Five Year Return of 3.25%. This is much higher than that of the Victory Capital family and significantly higher than that of the Intermediate Core-Plus Bond category. The five year return for all United States funds is notably lower than that of the firm.
Victory Incore Investment Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Victory Incore's current stock value. Our valuation model uses many indicators to compare Victory Incore value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Victory Incore competition to find correlations between indicators driving Victory Incore's intrinsic value. More Info.Victory Incore Investment is one of the top funds in one year return among similar funds. It is rated # 2 fund in three year return among similar funds reporting about 0.47 of Three Year Return per One Year Return. The ratio of One Year Return to Three Year Return for Victory Incore Investment is roughly 2.11 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Victory Incore's earnings, one of the primary drivers of an investment's value.Victory Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Victory Incore's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Victory Incore could also be used in its relative valuation, which is a method of valuing Victory Incore by comparing valuation metrics of similar companies.Victory Incore is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Victory Incore
The fund consists of 91.94% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.Asset allocation divides Victory Incore's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Victory Fundamentals
| Total Asset | 26.88 M | |||
| One Year Return | 8.29 % | |||
| Three Year Return | 3.92 % | |||
| Five Year Return | 3.25 % | |||
| Ten Year Return | 3.77 % | |||
| Net Asset | 26.88 M | |||
| Minimum Initial Investment | 2.5 K | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 2.46 % | |||
| Equity Positions Weight | 0.99 % | |||
| Bond Positions Weight | 91.94 % |
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Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in producer price index. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Other Consideration for investing in Victory Mutual Fund
If you are still planning to invest in Victory Incore Investment check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Victory Incore's history and understand the potential risks before investing.
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