Find A Portfolio/Ticker
Comparison Box
ULVM: VictoryShares US Value Momentum ETF (ETF)
Basic Info 79.54 1.5(1.92%) May 02
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 10/27/2017 |
| Last Dividend Date: | 02/07/2025 |
| 12-Mo. Yield | 1.51% |
| Expenses | 0.20% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 10/27/2017 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.0 | -0.9 | 11.8 | 7.8 | 14.4 | 8.1 | 19.8 | 10.2 | -9.1 | 31.1 | 3.5 | 22.1 | -12.1 | 3.7 |
| Sharpe Ratio | NA | -0.56 | 0.04 | 0.13 | 0.74 | 0.28 | 1.07 | 0.5 | -0.5 | 2.14 | 0.09 | 1.67 | -0.81 | 3.84 |
| Draw Down(%) | NA | 16.8 | 18.3 | 18.3 | 19.8 | 40.7 | 8.3 | 10.1 | 19.8 | 5.9 | 40.7 | 6.7 | 21.9 | 1.1 |
| Standard Deviation(%) | NA | 26.2 | 18.2 | 16.7 | 17.2 | 19.9 | 12.3 | 12.1 | 21.0 | 14.5 | 36.8 | 12.4 | 16.6 | 6.1 |
| Treynor Ratio | NA | -0.17 | 0.01 | 0.03 | 0.15 | 0.06 | 0.17 | 0.08 | -0.13 | 0.33 | 0.03 | 0.22 | -0.15 | 0.26 |
| Alpha | NA | 0.01 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | -0.04 | 0.03 | 0.02 | -0.06 | -0.02 | -0.03 | 0.0 |
| Beta | NA | 0.85 | 0.83 | 0.8 | 0.85 | 0.89 | 0.78 | 0.77 | 0.79 | 0.94 | 0.97 | 0.95 | 0.91 | 0.91 |
| RSquared | NA | 0.89 | 0.81 | 0.82 | 0.81 | 0.83 | 0.66 | 0.71 | 0.88 | 0.75 | 0.85 | 0.92 | 0.88 | 0.77 |
| Yield(%) | N/A | 0.2 | 1.5 | 1.9 | 2.7 | N/A | 1.8 | 2.1 | 1.7 | 1.8 | 1.5 | 2.3 | 1.4 | 0.3 |
| Dividend Growth(%) | N/A | -86.9 | -17.5 | 22.7 | N/A | N/A | -4.3 | 9.4 | 25.3 | 17.4 | -18.9 | 34.8 | 358.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/2017
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND LONGLEAF PARTNERS FUND) (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) (99%)
- FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) (99%)
- THPGX (THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND) (99%)
- WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF Trust) (100%)
- XLG (Invesco S&P 500 Top 50 ETF) (100%)
- IWB (iShares Russell 1000 ETF) (97%)
- IYY (iShares Dow Jones U.S. ETF) (96%)
- VTI (Vanguard Total Stock Market ETF) (96%)
- IWV (iShares Russell 3000 ETF) (96%)
- RSP (Invesco S&P 500 Equal Weight ETF) (96%)
- XLP (Consumer Staples Select Sector SPDR Fund) (94%)
- DSI (iShares MSCI KLD 400 Social ETF) (93%)
- EPS (WisdomTree U.S. LargeCap Fund) (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) (95%)
- CLM (Cornerstone Strategic Value Fund Inc) (95%)
- CRF (Cornerstone Strategic Return Fund) (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) (94%)
- FFA (First Trust Enhanced Equity Income Closed Fund) (94%)
- GAB (Gabelli Equity Trust Closed Fund) (94%)
- GGT (Gabelli MultiMedia Mutual Fund) (94%)
- USA (Liberty All Star Equity Closed Fund) (94%)
- GRF (Eagle Capital Growth Fund Inc) (94%)
Latest Articles Related to ULVM
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
