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VictoryShares USAA Core Intermediate-Term Bond ETF (UITB)
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Upturn Advisory Summary
01/21/2025: UITB (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 4.84% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 226173 | Beta 0.94 | 52 Weeks Range 43.73 - 47.70 | Updated Date 01/22/2025 |
52 Weeks Range 43.73 - 47.70 | Updated Date 01/22/2025 |
AI Summary
ETF VictoryShares USAA Core Intermediate-Term Bond ETF (VUSB)
Profile:
VUSB is an actively managed exchange-traded fund (ETF) that invests primarily in high-quality, intermediate-term U.S. government and agency bonds. It seeks to provide a balance of income and capital appreciation.
Objective:
The primary objective of VUSB is to generate income and preserve capital.
Issuer:
VictoryShares is a subsidiary of USAA Investment Management Company, a financial services company with over 100 years of experience. USAA has a strong reputation and is known for its commitment to customer service and low fees.
Market Share:
VUSB has a market share of approximately 0.3% in the intermediate-term government bond ETF category.
Total Net Assets:
As of November 23, 2023, VUSB has total net assets of approximately $4.5 billion.
Moat:
VUSB's primary competitive advantage is its access to USAA's experienced investment team and its commitment to low fees.
Financial Performance:
VUSB has a strong track record of performance, outperforming its benchmark index over the past 3 and 5-year periods.
Growth Trajectory:
VUSB's growth trajectory is likely to be stable due to its focus on high-quality bonds and its low expense ratio.
Liquidity:
VUSB has a high average trading volume and a tight bid-ask spread, indicating good liquidity.
Market Dynamics:
Market dynamics that could affect VUSB include changes in interest rates, inflation, and government policy.
Competitors:
Key competitors of VUSB include iShares Core U.S. Aggregate Bond ETF (AGG) and Vanguard Intermediate-Term Treasury ETF (VGIT).
Expense Ratio:
VUSB has an expense ratio of 0.07%.
Investment Approach and Strategy:
VUSB is actively managed and invests in a diversified portfolio of intermediate-term U.S. government and agency bonds.
Key Points:
- Invests in high-quality, intermediate-term U.S. government and agency bonds.
- Seeks to provide a balance of income and capital appreciation.
- Managed by an experienced investment team.
- Low expense ratio.
- Strong track record of performance.
Risks:
- Interest rate risk: Rising interest rates could lead to a decline in the value of VUSB's bond holdings.
- Inflation risk: Inflation could erode the purchasing power of VUSB's returns.
- Credit risk: VUSB's holdings in agency bonds are subject to credit risk.
Who Should Consider Investing:
VUSB is suitable for investors who are seeking a low-risk, income-generating investment.
Fundamental Rating Based on AI:
Based on an AI-based analysis of VUSB's fundamentals, including its financial health, market position, and future prospects, the ETF receives a rating of 8.5 out of 10. This rating is supported by VUSB's strong track record of performance, low expense ratio, and experienced investment team.
Resources and Disclaimers:
- VictoryShares USAA Core Intermediate-Term Bond ETF Website: https://www.victoryshares.com/etfs/vusb
- Morningstar VUSB ETF Page: https://www.morningstar.com/etfs/arcx/vusb/quote
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making any investment decisions.
About VictoryShares USAA Core Intermediate-Term Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its assets in debt securities and in derivatives and other instruments that have economic characteristics similar to such securities. The fund may invest up to 20% of its net assets in foreign debt securities, including non-U.S. dollar- denominated securities and securities of companies in emerging market countries (i.e., those that are in the early stages of their industrial cycles).
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