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How do Long/Cash ETFs potentially mitigate downside risk?

  • Track indexes that follow a rules-based strategy that adjusts allocations between stocks and cash (see chart)
  • Unemotional, systemic and potentially tax efficient process to reduce equity exposure and reinvest as prices decline
  • Allocations are based on month-end index values relative to each index's  all-time high closing value; Reallocations are made at the close of the first trading day of the next month
Long/Cash Allocations Nasdaq Victory US Large Cap High Dividend 100 Volatility Weighted Index Nasdaq Victory US Large Cap 500 Volatility Weighted Index Nasdaq Victory US Small Cap 500 Volatility Weighted Index Nasdaq Victory International 500 Volatility Weighted Index
100% equities / 0% cash Normal Market Fluctuations
25% equities / 75% cash Down 8% Down 10% Down 11% Down 12%
50% equities / 50% cash Down 16% Down 20% Down 22% Down 24%
75% equities / 25% cash Down 24% Down 30% Down 33% Down 36%
100% equities / 0% cash Down 32% Down 40% Down 44% Down 48%
Corresponding ETF (CDC)
VictoryShares US EQ Income Enhanced Volatility Wtd ETF		 (CFO)
VictoryShares US 500 Enhanced Volatility Wtd ETF		 (CSF)
VictoryShares US Discovery Enhanced Volatility Wtd ETF		 (CIZ)
VictoryShares Developed Enhanced Volatility Enhanced Volatility Wtd ETF

For illustrative purposes only; not indictative of any VictoryShares ETF's performance.
Reallocations are based on month-end proce relative to its all-time high daily closing value of each corresponding reference index.

 

 

Index Daily Highest Values

Daily Highest Index

*The Reference Indexes shown above are evaluated at the end of each month to determine reallocations to or from cash. ETFs that reference these indexes reallocate on the first trading day of the new month if the respective percentage change is met.

Past returns do not guarantee future results.

The Nasdaq Victory Volatility Weighted Indexes are passive indexes that represent the broad market and are not indicative of any particular investment. 

Nasdaq is a registered trademark of Nasdaq, Inc. and its affiliates (together, “Nasdaq”) and is licensed for use by Victory Capital. The product(s) are not issued, endorsed, sold, or promoted by Nasdaq. Nasdaq makes no warranties as to the legality or suitability of, and bears no liability for, the product(s).

Carefully consider a fund's investment objectives, risks, charges and expenses before investing. Download a prospectus or summary prospectus containing this and other important information. Read it carefully before investing.

All investing involves risk, including the potential loss of principal.

VictoryShares ETFs are distributed by Foreside Fund Services, LLC (Foreside). Victory Capital is not affiliated with Foreside. 

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