Performance analysis of ULVM (VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF)
Annual Return
Over the past 3 years, ULVM has had an average annual return of +21.37%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, ULVM has had an average annual return of +11.49%, underperforming the benchmark SPY, which returned +14.05% annual.
Since Oct 26, 2017, ULVM has had an average annual return of +10.86%, underperforming the benchmark SPY, which returned +15.26% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.99% | +15.84% | +19.77% | +10.16% | -9.03% | +31.05% | +3.53% | +22.08% | -12.07% | +4.30% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.19% | +4.91% | -4.06% | +6.84% | +2.05% | +0.58% | +14.99% | ||||||
| 2025 | +5.05% | -0.45% | -4.13% | -2.65% | +4.97% | +4.28% | +0.27% | +3.52% | +2.93% | -1.04% | +3.24% | -0.66% | +15.84% |
| 2024 | +0.84% | +4.32% | +6.19% | -4.52% | +3.65% | -0.05% | +4.35% | +2.39% | +1.39% | +0.35% | +7.78% | -7.49% | +19.77% |
| 2023 | +3.59% | -2.84% | -0.80% | +0.95% | -4.48% | +6.19% | +2.48% | -2.44% | -3.48% | -2.63% | +8.27% | +5.91% | +10.16% |
| 2022 | -4.42% | -0.41% | +3.15% | -6.21% | +1.73% | -9.22% | +7.25% | -2.63% | -8.75% | +11.37% | +5.21% | -4.19% | -9.03% |
| 2021 | +2.82% | +3.90% | +4.97% | +4.26% | +2.86% | -0.08% | +0.76% | +2.86% | -4.38% | +6.51% | -2.31% | +5.75% | +31.05% |
| 2020 | -1.97% | -9.07% | -19.86% | +12.18% | +4.95% | +0.70% | +4.95% | +4.18% | -1.90% | -1.37% | +11.82% | +3.33% | +3.53% |
| 2019 | +9.10% | +2.75% | -0.23% | +2.92% | -6.71% | +6.78% | +1.25% | -2.92% | +2.35% | +0.35% | +3.17% | +2.22% | +22.08% |
| 2018 | +4.11% | -4.48% | -0.88% | +0.18% | +1.20% | -0.49% | +2.49% | +1.96% | +0.00923% | -6.20% | +0.20% | -9.99% | -12.07% |
| 2017 | +0.28% | +3.35% | +0.64% | +4.30% |
Drawdown analysis of ULVM (VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF)
The maximum drawdown for the ULVM was -40.71%, occurring on Mar 23, 2020. Recovery took 181 trading sessions.
Since Oct 26, 2017 ULVM has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.71% | Feb 14, 2020 | 25 | Mar 23, 2020 | 181 | Dec 8, 2020 | 206 |
| -21.94% | Jan 26, 2018 | 229 | Dec 24, 2018 | 250 | Dec 20, 2019 | 479 |
| -19.76% | Jan 4, 2022 | 186 | Sep 30, 2022 | 330 | Jan 25, 2024 | 516 |
| -18.14% | Nov 29, 2024 | 87 | Apr 8, 2025 | 71 | Jul 22, 2025 | 158 |
| -6.71% | Jul 16, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
| -6.47% | Feb 26, 2026 | 16 | Mar 20, 2026 | 19 | Apr 17, 2026 | 35 |
| -5.87% | Nov 16, 2021 | 10 | Dec 1, 2021 | 17 | Dec 27, 2021 | 27 |
| -5.69% | Mar 28, 2024 | 14 | Apr 18, 2024 | 57 | Jul 11, 2024 | 71 |
| -5.23% | Jun 8, 2021 | 28 | Jul 19, 2021 | 11 | Aug 3, 2021 | 39 |
| -5.04% | Sep 2, 2021 | 19 | Sep 30, 2021 | 14 | Oct 20, 2021 | 33 |
| -4.16% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -4.07% | Feb 12, 2021 | 13 | Mar 4, 2021 | 4 | Mar 10, 2021 | 17 |
| -4.02% | May 7, 2021 | 3 | May 12, 2021 | 11 | May 27, 2021 | 14 |
| -3.87% | Mar 15, 2021 | 7 | Mar 24, 2021 | 7 | Apr 5, 2021 | 14 |
| -3.62% | Jan 23, 2020 | 6 | Jan 31, 2020 | 7 | Feb 11, 2020 | 13 |
| -3.48% | Nov 12, 2025 | 6 | Nov 20, 2025 | 4 | Nov 26, 2025 | 10 |
| -3.43% | Jan 21, 2021 | 6 | Jan 29, 2021 | 5 | Feb 5, 2021 | 11 |
| -3.20% | Aug 12, 2021 | 5 | Aug 19, 2021 | 6 | Aug 27, 2021 | 11 |
| -3.02% | Oct 18, 2024 | 11 | Nov 4, 2024 | 2 | Nov 6, 2024 | 13 |
| -2.67% | Jul 23, 2025 | 7 | Aug 1, 2025 | 8 | Aug 13, 2025 | 15 |
| -2.62% | Sep 30, 2025 | 8 | Oct 10, 2025 | 11 | Oct 27, 2025 | 19 |
| -2.10% | Nov 11, 2024 | 4 | Nov 15, 2024 | 4 | Nov 21, 2024 | 8 |
| -2.08% | Oct 27, 2025 | 8 | Nov 6, 2025 | 3 | Nov 11, 2025 | 11 |
| -1.77% | Apr 16, 2021 | 2 | Apr 20, 2021 | 3 | Apr 23, 2021 | 5 |
| -1.69% | Oct 25, 2021 | 2 | Oct 27, 2021 | 3 | Nov 1, 2021 | 5 |