VictoryShares US EQ Income Enhanced Volatility Wtd
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$56.40
- Net Assets:$0 Million
- NAV:$56.48
- Premium-0.14%
- Peer Rank:446 of 559
- Investment Rating:D+
- Performance:D+
- RiskC+
We rate VictoryShares US EQ Inc Enh Vol Wtd at D+. Negative factors that influence this rating include a high price volatility. The fund may be considered for investors seeking a Growth - Domestic strategy.
Total return ranks below peers over the last three years. The VictoryShares US EQ Inc Enh Vol Wtd has returned an annual rate of 8.56% since inception. More recently, the fund has generated a total return of 8.61% in the last five years, 1.81% in the last three years, and -6.51% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 66% of them. It has also outpaced 44% of its competitors on a three year basis and 8% of them over the last year for the period ending 2/29/2024. On a year to date basis, CDC has returned 0.06%.
Downside risk has been below average. CDC has a draw down risk of -23.03%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 14.2%. This fund has had moderate volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As CDC is an exchange traded fund, it has no front end or back end load.
The VictoryShares US EQ Inc Enh Vol Wtd is managed by Mannik S. Dhillon at Victory Capital Management Inc. This fund is one of 22 Victory Capital Management Inc exchange-traded funds launched since 7/1/2014 that we track.