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ULVM: VictoryShares US Value Momentum ETF (ETF)
Basic Info 73.17 0.54(0.74%) May 03
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (1%) |
Start Date: | 10/27/2017 |
Last Dividend Date: | 04/11/2024 |
12-Mo. Yield | 1.49% |
Expenses | 0.20% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 10/27/2017 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.0 | 7.7 | 19.9 | 6.3 | 9.2 | 7.8 | 10.2 | -9.1 | 31.1 | 3.5 | 22.1 | -12.1 | 3.7 |
Sharpe Ratio | NA | 1.91 | 1.46 | 0.25 | 0.36 | 0.31 | 0.5 | -0.5 | 2.14 | 0.09 | 1.67 | -0.81 | 3.84 |
Draw Down(%) | NA | 5.7 | 10.1 | 19.8 | 40.7 | 40.7 | 10.1 | 19.8 | 5.9 | 40.7 | 6.7 | 21.9 | 1.1 |
Standard Deviation(%) | NA | 10.7 | 11.0 | 15.9 | 21.4 | 20.1 | 12.1 | 21.0 | 14.5 | 36.8 | 12.4 | 16.6 | 6.1 |
Treynor Ratio | NA | 0.28 | 0.21 | 0.05 | 0.08 | 0.07 | 0.08 | -0.13 | 0.33 | 0.03 | 0.22 | -0.15 | 0.26 |
Alpha | NA | 0.02 | -0.01 | 0.0 | -0.01 | -0.01 | -0.04 | 0.03 | 0.02 | -0.06 | -0.02 | -0.03 | 0.0 |
Beta | NA | 0.73 | 0.77 | 0.81 | 0.92 | 0.92 | 0.77 | 0.79 | 0.94 | 1.01 | 0.95 | 0.91 | 0.91 |
RSquared | NA | 0.66 | 0.68 | 0.81 | 0.87 | 0.87 | 0.71 | 0.88 | 0.75 | 0.92 | 0.92 | 0.88 | 0.77 |
Yield(%) | N/A | 0.5 | 2.2 | 1.9 | 2.1 | N/A | 2.1 | 1.7 | 1.8 | 1.5 | 2.2 | 1.5 | 0.3 |
Dividend Growth(%) | N/A | -75.4 | 11.7 | 33.7 | N/A | N/A | 11.7 | 23.7 | 19.8 | -19.0 | 31.6 | 375.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/2017
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