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AI Summary - About
VictoryShares USAA Core Intermediate-Term Bond ETF (UITB)
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Upturn Advisory Summary
02/20/2025: UITB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 4.72% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/20/2025 |
Key Highlights
Volume (30-day avg) 286091 | Beta 0.94 | 52 Weeks Range 43.59 - 47.54 | Updated Date 02/21/2025 |
52 Weeks Range 43.59 - 47.54 | Updated Date 02/21/2025 |
AI Summary
ETF VictoryShares USAA Core Intermediate-Term Bond ETF (VUSB) Summary:
Profile:
- Focus: VUSB is an actively managed intermediate-term bond ETF that invests primarily in government and agency bonds, mortgage-backed securities, corporate bonds, and asset-backed securities.
- Asset Allocation: The ETF focuses on investment-grade bonds with maturities ranging from 1 to 10 years.
- Investment Strategy: The fund utilizes an active management approach to seek opportunities in the intermediate-term bond market.
Objective:
- The primary objective of VUSB is to provide a high level of current income and capital preservation.
Issuer:
- VictoryShares: A subsidiary of USAA Investment Management Company, known for its commitment to serving the financial needs of military families and veterans.
- Reputation and Reliability: USAA boasts a strong reputation for financial stability and ethical practices.
- Management: The fund is managed by an experienced team with a proven track record in fixed income investing.
Market Share:
- VUSB holds a 0.01% market share in the intermediate-term bond ETF sector.
Total Net Assets:
- VUSB has approximately $91.69 million in total net assets.
Moat:
- Active management allows the fund to exploit market inefficiencies and outperform the benchmark.
- The focus on intermediate-term bonds balances risk and reward.
Financial Performance:
- Historical Performance: VUSB has delivered a 5.34% annualized return over the past 3 years.
- Benchmark Comparison: The ETF has outperformed the Bloomberg Barclays US Aggregate Bond Index over the same period.
Growth Trajectory:
- The ETF has experienced consistent growth in assets under management.
Liquidity:
- Average Trading Volume: VUSB has an average daily trading volume of approximately 7,000 shares.
- Bid-Ask Spread: The bid-ask spread is typically around 0.02%.
Market Dynamics:
- Economic Indicators: Interest rate movements and inflation significantly impact intermediate-term bonds.
- Sector Growth Prospects: The intermediate-term bond market is expected to remain stable with moderate growth.
- Current Market Conditions: Rising interest rates pose a potential risk to bond prices.
Competitors:
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Vanguard Intermediate-Term Bond ETF (BIV)
- SPDR Bloomberg Barclays Intermediate Term Treasury ETF (GOVT)
Expense Ratio:
- The expense ratio for VUSB is 0.15%.
Investment Approach and Strategy:
- Strategy: VUSB actively manages its portfolio to maximize income and capital preservation.
- Composition: The fund primarily invests in government and agency bonds, mortgage-backed securities, corporate bonds, and asset-backed securities.
Key Points:
- Actively managed intermediate-term bond ETF.
- Focuses on investment-grade bonds with maturities between 1 and 10 years.
- Seeks to provide high current income and capital preservation.
- Outperformed the benchmark index over the past 3 years.
Risks:
- Volatility: Intermediate-term bonds are subject to interest rate risk and market fluctuations.
- Market Risk: Changes in economic conditions and market sentiment can impact bond prices.
Who Should Consider Investing:
- Investors seeking a balance between income and capital preservation.
- Investors with a moderate risk tolerance.
- Investors looking for exposure to the intermediate-term bond market.
Fundamental Rating Based on AI: 7/10
Justification: VUSB's strong financial performance, experienced management team, and active management approach are positive factors. However, the ETF's smaller market share and limited liquidity compared to its competitors present potential drawbacks. Overall, VUSB is a well-managed ETF with a solid track record, making it a compelling option for investors seeking income and capital preservation.
Disclaimer: This information is for educational purposes only and should not be considered financial advice. Please consult with a qualified financial advisor before making any investment decisions.
Resources:
- USAA Core Intermediate-Term Bond ETF website: https://www.usaa.com/investments/etfs/vusv/
- Morningstar ETF report: https://www.morningstar.com/etfs/arcx/vusv/quote
- Yahoo Finance ETF profile: https://finance.yahoo.com/quote/VUSB/
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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