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CFAVICTORYSHARES US 500 VOLATILITY WTD ETF

VICTORYSHARES US 500 VOLATILITY WTD ETF

$101.66+0.38% today
8710352-WK
Price & daily flows
99.695.290.7Wed Aug 19 · Bonds' newfound unpopularity is an active manager's openingWed Aug 19 · Railcar leasing gets the general-account airingTue Aug 18 · T. Rowe Price essay maps the case for global high yield101.66DAILY NET FLOWAug 22Dec 19Apr 21Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN

The desk’s read

Flows are quiet — the past month netted out near zero, while the price has returned +11.2% so far this year.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$541Massets under management
expense ratio
net flow, trailing month
4Kavg daily volume, 30 days
504holdings · US-domiciled
2023listed December 30, 2023 · beta 0.62
Performance
1 week-1.3%
1 month+3.0%
3 months+5.7%
6 months+5.9%
YTD+11.2%
1 year+11.8%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month
3 months
YTD
1 year

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

The risk read
10%realized volatility, 30 days (annualized)
11%realized volatility, 1 year
-7.3%deepest fall from a peak, 1 year
-1.3%where it sits vs. that peak today

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

Options tape
calls today
puts today
put/call ratio
3Kshares traded
InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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