Victory Strategic Allocation Manager Performance

SBALXDelisted Fund  USD 11.58  0.00  0.00%   
The entity has a beta of 0.1, which indicates not very significant fluctuations relative to the market. 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

Very Weak

 
Weak
 
Strong
Over the last 90 days Victory Strategic Allocation has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's essential indicators remain fairly strong which may send shares a bit higher in August 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
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Expense Ratio Date1st of November 2022
Expense Ratio1.1100
  

Victory Strategic Relative Risk vs. Return Landscape

If you would invest  1,844  in Victory Strategic Allocation on April 23, 2025 and sell it today you would lose (686.00) from holding Victory Strategic Allocation or give up 37.2% of portfolio value over 90 days. Victory Strategic Allocation is currently producing negative expected returns and takes up 10.567% volatility of returns over 90 trading days. Put another way, 94% 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 under-perform the market. In addition to that, the company is 13.54 times more volatile than its market benchmark. It trades about -0.27 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.24 per unit of volatility.

Victory Strategic Current Valuation

Fairly Valued
Today
11.58
Please note that Victory Strategic's price fluctuation is relatively risky at this time. At this time, the fund appears to be fairly valued. Victory Strategic has a current Real Value of $11.55 per share. The regular price of the fund is $11.58. 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  11.58 Real  11.55 Hype  11.58 Naive  11.48
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.
11.55
Real Value
22.12
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
14.4617.9421.42
Details
Hype
Prediction
LowEstimatedHigh
1.0111.5822.15
Details
Naive
Forecast
LowNext ValueHigh
0.9111.4822.05
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 = -0.2674

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Estimated Market Risk

 10.57
  actual daily
94
94% of assets are less volatile

Expected Return

 -2.83
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.27
  actual daily
0
Most of other assets perform better
Based on monthly moving average Victory Strategic 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 Strategic by adding Victory Strategic 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 investment seeks to provide income and long-term growth of capital. Victory Strategic is traded on NASDAQ Exchange in the United States.

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.
Victory Strategic is not yet fully synchronised with the market data
Victory Strategic generated a negative expected return over the last 90 days
Victory Strategic has high historical volatility and very poor performance
Victory Strategic has a very high chance of going through financial distress in the upcoming years
Latest headline from news.google.com: 4 Mid-Cap Value Mutual Funds for Long-Term Gains - Zacks Investment Research
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.
Check out World Market Map 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 bureau of economic analysis.
You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.

Other Consideration for investing in Victory Mutual Fund

If you are still planning to invest in Victory Strategic 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 Strategic's history and understand the potential risks before investing.
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