VictoryShares US Small Cap High Dividend Volatility Wtd ETF (CSB)

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The chart shows the growth of an initial investment of $10,000 in VictoryShares US Small Cap High Dividend 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 Small Cap High Dividend Volatility Wtd ETF (CSB) has returned 6.03% so far this year and 11.49% over the past 12 months. Over the last ten years, CSB has returned 9.66% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jul 8, 2015, CSB's average daily return is +0.04%, while the average monthly return is +0.89%. At this rate, your investment would double in approximately 6.5 years.

Historically, 55% of months were positive and 45% were negative. The best month was Nov 2020 with a return of +17.7%, while the worst month was Mar 2020 at -20.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, CSB closed higher 49% of trading days. The best single day was Mar 24, 2020 with a return of +8.4%, while the worst single day was Mar 12, 2020 at -10.6%.

VictoryShares US Small Cap High Dividend Volatility Wtd ETF has an annualized alpha of 0.55%, beta of 0.84, and R² of 0.52 versus S&P 500 Index. Calculated based on daily prices since July 09, 2015.

• This ETF participated in 100.33% of S&P 500 Index downside but only 91.37% of its upside — more exposed to losses than it benefited from rallies.

CSB has an expense ratio of 0.35%, placing it in the medium range.

CSB ranks 31 for risk / return — below 31% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for VictoryShares US Small Cap High Dividend Volatility Wtd ETF (CSB) and compare them to a chosen benchmark (S&P 500 Index).

VictoryShares US Small Cap High Dividend Volatility Wtd ETF provided a 3.40% dividend yield over the last twelve months, with an annual payout of $2.10 per share.

The table displays the monthly dividend distributions for VictoryShares US Small Cap High Dividend 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 Small Cap High Dividend 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 Small Cap High Dividend Volatility Wtd ETF was 42.07%, occurring on Mar 23, 2020. Recovery took 171 trading sessions.

The current VictoryShares US Small Cap High Dividend Volatility Wtd ETF drawdown is 3.71%.

The chart below shows the rolling one-month volatility.