Performance & Momentum
6 Months
9.03 %
1 Year
24.26 %
3 Years
58.70 %
5 Years
76.39 %
Strategic Analysis
VSMV is a U.S. fund focused on low-volatility stocks, selected through a multifactor approach combining several quantitative criteria. Its goal is to optimize risk-adjusted returns, thereby providing balanced exposure to defensive securities with controlled growth potential.
Strengths
- Rigorous quantitative management based on multiple factors to refine stock selection
- Focus on low-volatility stocks, attractive for investors seeking controlled volatility
- Solid performance over the medium and long term, highlighting the robustness of the strategy
Weaknesses
- Concentrated exposure to the U.S. market, which may limit geographic diversification
- A low-volatility strategy that may reduce participation during strong market rallies
Momentum
Current momentum is positive, supported by steady performance and a stable upward trend over recent years. This reinforces the fund's strategic appeal for investors seeking a balanced risk/return profile over the medium term.
Similar stocks to VICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY E
Take control
of your investments
Track your portfolios, analyze your performance and receive personalized insights to invest with strategy.
- Real-time multi-portfolio tracking
- AI analysis of your positions
- Counter your cognitive biases
Anantys Community
0Be the first to share your analysis on VICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY E.
Log in to publish your comment
To publish your comment, you need to be signed in.