Performance analysis of USVM (VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF)
Annual Return
Over the past 3 years, USVM has had an average annual return of +19.46%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, USVM has had an average annual return of +11.78%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Oct 26, 2017, USVM has had an average annual return of +11.28%, underperforming the benchmark SPY, which returned +14.85% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +22.37% | +10.57% | +16.58% | +18.90% | -13.22% | +24.44% | +11.56% | +21.66% | -9.38% | +2.20% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.13% | +3.03% | -3.92% | +9.05% | +1.13% | +5.62% | +0.95% | +22.37% | |||||
| 2025 | +3.48% | -5.25% | -4.37% | -2.74% | +6.11% | +3.70% | -0.23% | +7.03% | +1.66% | -1.47% | +3.72% | -0.67% | +10.57% |
| 2024 | -1.78% | +6.11% | +5.04% | -5.59% | +5.03% | -2.11% | +9.02% | -0.27% | +1.40% | -1.66% | +10.02% | -8.02% | +16.58% |
| 2023 | +7.96% | -1.71% | -4.17% | -0.54% | -2.45% | +8.34% | +4.77% | -1.97% | -4.15% | -5.78% | +9.01% | +10.01% | +18.90% |
| 2022 | -8.01% | +1.99% | +2.10% | -7.25% | +1.65% | -8.65% | +10.49% | -3.91% | -9.75% | +11.70% | +4.14% | -5.63% | -13.22% |
| 2021 | +5.05% | +5.89% | +3.01% | +2.15% | +1.71% | +2.06% | -2.58% | +3.10% | -3.19% | +3.78% | -2.78% | +4.37% | +24.44% |
| 2020 | -1.95% | -9.08% | -24.24% | +14.75% | +5.85% | +2.88% | +5.12% | +4.71% | -2.60% | +0.86% | +14.18% | +7.06% | +11.56% |
| 2019 | +10.83% | +3.68% | -2.00% | +2.25% | -7.25% | +5.80% | +1.86% | -4.56% | +2% | +2.41% | +3.80% | +2.14% | +21.66% |
| 2018 | +2.05% | -4.70% | +2.12% | +0.62% | +6.20% | +0.69% | +1.80% | +3.48% | -2.27% | -7.53% | +0.02% | -10.95% | -9.38% |
| 2017 | +0.24% | +2.39% | -0.43% | +2.20% |
Drawdown analysis of USVM (VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF)
The maximum drawdown for the USVM was -42.36%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.
Since Oct 26, 2017 USVM has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.36% | Aug 29, 2018 | 392 | Mar 23, 2020 | 166 | Nov 16, 2020 | 558 |
| -25.27% | Nov 8, 2021 | 221 | Sep 26, 2022 | 346 | Feb 12, 2024 | 567 |
| -24.33% | Nov 25, 2024 | 90 | Apr 8, 2025 | 107 | Sep 11, 2025 | 197 |
| -9.16% | Jan 23, 2018 | 12 | Feb 8, 2018 | 67 | May 16, 2018 | 79 |
| -8.98% | Jul 31, 2024 | 3 | Aug 5, 2024 | 32 | Sep 19, 2024 | 35 |
| -8.43% | Jul 1, 2021 | 11 | Jul 19, 2021 | 29 | Aug 27, 2021 | 40 |
| -8.36% | Feb 11, 2026 | 26 | Mar 20, 2026 | 16 | Apr 14, 2026 | 42 |
| -7.96% | Mar 15, 2021 | 7 | Mar 24, 2021 | 45 | May 27, 2021 | 52 |
| -7.46% | Feb 12, 2021 | 13 | Mar 4, 2021 | 5 | Mar 11, 2021 | 18 |
| -7.40% | Mar 28, 2024 | 14 | Apr 18, 2024 | 19 | May 15, 2024 | 33 |
| -5.81% | Sep 2, 2021 | 11 | Sep 20, 2021 | 25 | Oct 25, 2021 | 36 |
| -4.96% | Oct 3, 2025 | 34 | Nov 20, 2025 | 3 | Nov 25, 2025 | 37 |
| -4.87% | Jun 8, 2021 | 8 | Jun 18, 2021 | 9 | Jul 1, 2021 | 17 |
| -4.57% | May 15, 2024 | 21 | Jun 14, 2024 | 18 | Jul 12, 2024 | 39 |
| -4.56% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -4.53% | Jan 22, 2021 | 5 | Jan 29, 2021 | 4 | Feb 4, 2021 | 9 |
| -3.88% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -3.86% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -3.08% | Jun 20, 2018 | 5 | Jun 27, 2018 | 7 | Jul 9, 2018 | 12 |
| -3.00% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -2.97% | Oct 25, 2021 | 2 | Oct 27, 2021 | 3 | Nov 1, 2021 | 5 |
| -2.89% | Jul 16, 2024 | 3 | Jul 19, 2024 | 5 | Jul 26, 2024 | 8 |
| -2.44% | Oct 27, 2017 | 13 | Nov 15, 2017 | 3 | Nov 20, 2017 | 16 |
| -2.39% | Dec 11, 2025 | 13 | Dec 31, 2025 | 3 | Jan 6, 2026 | 16 |
| -2.38% | Nov 30, 2017 | 10 | Dec 14, 2017 | 2 | Dec 18, 2017 | 12 |