VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC)

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The chart shows the growth of an initial investment of $10,000 in VictoryShares US EQ Income Enhanced Volatility Wtd ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) has returned 9.03% so far this year and 12.52% over the past 12 months. Over the last ten years, CDC has returned 10.00% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jul 2, 2014, CDC's average daily return is +0.04%, while the average monthly return is +0.84%. At this rate, your investment would double in approximately 6.9 years.

Historically, 65% of months were positive and 35% were negative. The best month was Apr 2020 with a return of +11.0%, while the worst month was Feb 2020 at -11.2%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 3 months.

On a daily basis, CDC closed higher 53% of trading days. The best single day was Apr 6, 2020 with a return of +5.4%, while the worst single day was Jun 11, 2020 at -5.5%.

VictoryShares US EQ Income Enhanced Volatility Wtd ETF has an annualized alpha of 3.74%, beta of 0.55, and R² of 0.55 versus S&P 500 Index. Calculated based on daily prices since July 03, 2014.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (70.29%) than losses (67.61%) — typical of diversified or defensive assets.
• This ETF generated an annualized alpha of 3.74% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 0.55 indicates this ETF moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

CDC has an expense ratio of 0.37%, placing it in the medium range.

CDC ranks 47 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) and compare them to a chosen benchmark (S&P 500 Index).

VictoryShares US EQ Income Enhanced Volatility Wtd ETF provided a 3.19% dividend yield over the last twelve months, with an annual payout of $2.28 per share.

The table displays the monthly dividend distributions for VictoryShares US EQ Income Enhanced Volatility Wtd ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the VictoryShares US EQ Income Enhanced Volatility Wtd ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the VictoryShares US EQ Income Enhanced Volatility Wtd ETF was 21.37%, occurring on Aug 24, 2023. Recovery took 316 trading sessions.

The current VictoryShares US EQ Income Enhanced Volatility Wtd ETF drawdown is 3.07%.

The chart below shows the rolling one-month volatility.