Velocity Financial, Inc. (VEL)

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Velocity Financial, Inc. (VEL) is down 17.5% since the beginning of the year. At $17 per share, VEL is trading 19.9% below its 52-week high of $21. Investors who bought $1,000 worth of VEL shares 5 years ago would now be looking at an investment worth $1,610.

Velocity Financial, Inc. (VEL) has returned -17.49% so far this year and 1.78% over the past 12 months.

Based on dividend-adjusted daily data since Jan 17, 2020, VEL's average daily return is +0.11%, while the average monthly return is +1.27%. At this rate, an investment would double in approximately 4.6 years.

Historically, 50% of months were positive and 50% were negative. The best month was Nov 2020 with a return of +44.1%, while the worst month was Apr 2020 at -49.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, VEL closed higher 48% of trading days. The best single day was Mar 26, 2020 with a return of +54.7%, while the worst single day was Mar 16, 2020 at -49.6%.

Velocity Financial, Inc. has an annualized alpha of 12.01%, beta of 1.16, and R2 of 0.11 versus S&P 500 Index. Calculated based on daily prices since January 21, 2020.

• This stock participated in 102.46% of S&P 500 Index downside but only 68.04% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.11 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

VEL ranks 41 for risk / return — on par with similar stocks. 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 Velocity Financial, Inc. (VEL) and compare them to S&P 500 Index.

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 Velocity Financial, Inc.. 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 Velocity Financial, Inc. was 83.13%, occurring on Apr 3, 2020. Recovery took 910 trading sessions.

The current Velocity Financial, Inc. drawdown is 17.49%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Velocity Financial, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Velocity Financial, Inc. is priced in the market compared to other companies in the Mortgage Finance industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.