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Upturn AI SWOT - About
VictoryShares WestEnd Economic Cycle Bond ETF (BMDL)
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Upturn Advisory Summary
08/14/2025: BMDL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 0.6% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.86 - 25.57 | Updated Date 06/28/2025 |
52 Weeks Range 23.86 - 25.57 | Updated Date 06/28/2025 |
Upturn AI SWOT
VictoryShares WestEnd Economic Cycle Bond ETF
ETF Overview
Overview
The VictoryShares WestEnd Economic Cycle Bond ETF (ECY) aims to generate income and capital appreciation by dynamically allocating its assets among various fixed-income sectors based on the economic cycle. The fund focuses on U.S. fixed-income securities, including government bonds, corporate bonds, and mortgage-backed securities.
Reputation and Reliability
VictoryShares is known for its rules-based investment approach and aims to provide specific investment outcomes.
Management Expertise
VictoryShares is a registered investment advisor that offers a range of ETFs and mutual funds.
Investment Objective
Goal
The primary goal of ECY is to provide current income and capital appreciation by actively managing a portfolio of fixed-income securities based on economic cycle trends.
Investment Approach and Strategy
Strategy: ECY employs an active management strategy that adjusts its fixed-income allocations based on WestEnd Advisors' assessment of the current economic cycle. They rotate between different bond sectors based on economic conditions.
Composition The ETF holds a mix of U.S. government bonds, corporate bonds, mortgage-backed securities, and other fixed-income instruments.
Market Position
Market Share: Due to the active nature and specific strategy of the fund, the market share is relatively small and niche.
Total Net Assets (AUM): 44990000
Competitors
Key Competitors
- iShares Core US Aggregate Bond ETF (AGG)
- Vanguard Total Bond Market ETF (BND)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
Competitive Landscape
The fixed-income ETF market is highly competitive, with large, passively managed funds dominating in terms of AUM and market share. ECY differentiates itself through its active management and economic cycle-based strategy, which may appeal to investors seeking alpha. A disadvantage is potentially higher fees compared to passive ETFs.
Financial Performance
Historical Performance: Historical performance data is available from VictoryShares or financial data providers.
Benchmark Comparison: Performance should be compared to a benchmark relevant to its flexible fixed income strategy. The Bloomberg Barclays US Aggregate Bond Index can be a reference but not a direct benchmark because of the fund's active strategy.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The average trading volume of ECY can vary, but it is generally lower than more popular fixed-income ETFs.
Bid-Ask Spread
The bid-ask spread for ECY can be wider than more liquid ETFs, potentially increasing the cost of trading.
Market Dynamics
Market Environment Factors
Economic growth, inflation, interest rate movements, and credit spreads are key market environment factors affecting ECY's performance.
Growth Trajectory
The growth trajectory depends on the success of WestEnd Advisors' economic cycle forecasting and investment decisions. There could be changes to allocations depending on those forecasts.
Moat and Competitive Advantages
Competitive Edge
ECY's competitive advantage lies in its active management and flexible allocation strategy based on economic cycle analysis. WestEnd Advisors' experience and expertise in macroeconomic forecasting provide a potential edge. This unique approach differentiates it from passive, index-tracking bond ETFs. The active nature also allows for nimble adjustments based on current economic conditions and potential opportunities.
Risk Analysis
Volatility
ECY's volatility may vary depending on its allocations and market conditions. Active management may lead to higher volatility than passively managed funds.
Market Risk
The ETF is subject to market risk associated with fixed-income securities, including interest rate risk, credit risk, and inflation risk.
Investor Profile
Ideal Investor Profile
The ideal investor for ECY is one seeking current income and potential capital appreciation through active fixed-income management. It is suitable for investors comfortable with economic cycle-based strategies.
Market Risk
ECY is best suited for long-term investors who understand and accept the risks associated with active management and are seeking to outperform traditional fixed-income benchmarks.
Summary
VictoryShares WestEnd Economic Cycle Bond ETF (ECY) is actively managed fixed-income ETF designed to generate income and capital appreciation. The fund dynamically allocates its assets based on WestEnd Advisors' economic cycle analysis and invests in a mix of U.S. government bonds, corporate bonds, and mortgage-backed securities. Compared to passive ETFs, it differentiates itself through its active management. However, ECY has a higher expense ratio. It is suitable for long-term investors seeking actively managed fixed income exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- VictoryShares Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be made based on your own research and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About VictoryShares WestEnd Economic Cycle Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund, under normal circumstances, has a policy to invest at least 80% of its assets in debt securities. The debt securities in which the fund may invest include government obligations; corporate debt securities; mortgage- and asset-backed securities, repurchase agreements; and other securities considered to have debt-like characteristics.
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