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Upturn AI SWOT - About
VictoryShares USAA Core Intermediate-Term Bond ETF (UITB)
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Upturn Advisory Summary
08/14/2025: UITB (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 9.26% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.94 | 52 Weeks Range 44.02 - 47.25 | Updated Date 06/29/2025 |
52 Weeks Range 44.02 - 47.25 | Updated Date 06/29/2025 |
Upturn AI SWOT
VictoryShares USAA Core Intermediate-Term Bond ETF
ETF Overview
Overview
The VictoryShares USAA Core Intermediate-Term Bond ETF (UITB) seeks to provide current income by investing primarily in a diversified portfolio of investment-grade intermediate-term U.S. dollar-denominated fixed income securities. The ETF aims to track the performance of the Bloomberg US Aggregate Bond Index (Intermediate Term).
Reputation and Reliability
Victory Capital has a growing reputation and is considered reliable with a diverse range of investment products.
Management Expertise
Victory Capital has experienced portfolio managers with expertise in fixed income markets.
Investment Objective
Goal
Seeks to provide current income.
Investment Approach and Strategy
Strategy: Tracks the Bloomberg US Aggregate Bond Index (Intermediate Term).
Composition Primarily holds investment-grade U.S. dollar-denominated fixed income securities.
Market Position
Market Share: UITB holds a relatively small market share compared to larger bond ETFs.
Total Net Assets (AUM): 161200000
Competitors
Key Competitors
- AGG
- SCHZ
- BND
Competitive Landscape
The bond ETF market is dominated by a few large players. UITB competes by offering a similar strategy to well-established ETFs like AGG, BND and SCHZ. A disadvantage is its lower AUM, but an advantage may be specific investment strategies.
Financial Performance
Historical Performance: Historical performance varies with market conditions and interest rate changes. Data is needed to evaluate performance accurately.
Benchmark Comparison: UITB's performance should closely track the Bloomberg US Aggregate Bond Index (Intermediate Term) since that's its benchmark.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
UITB exhibits moderate trading volume, allowing for efficient trading for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting sufficient liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate trends, and inflation expectations significantly impact UITB's performance.
Growth Trajectory
Growth depends on investor demand for intermediate-term bond exposure and Victory Capital's ability to attract assets. Changes to holdings will reflect index changes.
Moat and Competitive Advantages
Competitive Edge
UITB leverages Victory Capital's fixed-income expertise and attempts to closely replicate its targeted index. It aims to provide a cost-effective way to access intermediate-term bonds. However, it competes directly with larger, more liquid ETFs. UITB may appeal to investors seeking a specific fund family. A low expense ratio can also be a competitive advantage.
Risk Analysis
Volatility
UITB exhibits moderate volatility, typical of intermediate-term bond funds.
Market Risk
Interest rate risk and credit risk are primary concerns. Rising interest rates can negatively impact bond prices, while credit risk involves the possibility of issuers defaulting.
Investor Profile
Ideal Investor Profile
Conservative investors seeking income and diversification with a moderate risk tolerance are ideal investors. Those seeking exposure to intermediate-term investment-grade bonds should invest in it.
Market Risk
UITB is suitable for long-term investors seeking income and capital preservation, as well as passive index followers.
Summary
VictoryShares USAA Core Intermediate-Term Bond ETF (UITB) offers exposure to investment-grade intermediate-term bonds. It tracks the Bloomberg US Aggregate Bond Index (Intermediate Term) and aims to provide current income. While it competes with larger and more liquid ETFs, its low expense ratio and alignment with Victory Capital's fixed income strategies could be attractive to certain investors. Interest rate risk and credit risk are key considerations. Investors need to compare it against other offerings to ensure suitability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Victory Capital Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 USAA Core Intermediate-Term Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its assets in debt securities and in derivatives and other instruments that have economic characteristics similar to such securities. The fund may invest up to 20% of its net assets in foreign debt securities, including non-U.S. dollar- denominated securities and securities of companies in emerging market countries (i.e., those that are in the early stages of their industrial cycles).
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