Compass EMP U.S. 500 Volatility Weighted Index ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$78.45
- Net Assets:$0 Million
- NAV:$78.77
- Premium-0.41%
- Peer Rank:255 of 559
- Investment Rating:C+
- Performance:B-
- RiskC+
We rate VictoryShares US 500 Volatility Wtd at C+. Positive factors that influence this rating include a well above average total return, low price volatility, low expense structure and long term portfolio management tenure. The fund may be considered for investors seeking a Growth - Domestic strategy.
Total return ranks very high in comparison with peers over the last three years. The VictoryShares US 500 Volatility Wtd has returned an annual rate of 10.30% since inception. More recently, the fund has generated a total return of 11.49% in the last five years, 8.56% in the last three years, and 13.96% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 82% of them. It has also outpaced 77% of its competitors on a three year basis and 64% of them over the last year for the period ending 2/29/2024. On a year to date basis, CFA has returned 5.59%.
Downside risk has been below average. CFA has a draw down risk of -21.50%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 17.3%. This fund has had moderate volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As CFA is an exchange traded fund, it has no front end or back end load.
The VictoryShares US 500 Volatility 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.