Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

VCTR Relative to the S&P 500

VCTR Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Victory Capital Holdings, Inc. (NASD:VCTR) seasonal charts above shows that a Buy Date of August 2 and a Sell Date of December 23 has resulted in a geometric average return of 11.8% above the benchmark rate of the S&P 500 Total Return Index over the past 6 years. This seasonal timeframe has shown positive results compared to the benchmark in 6 of those periods. This is an excellent rate of success, but the return underperforms the relative buy-and-hold performance of the stock over the past 6 years by an average of 6.35% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

A word of caution: Only 6 years of data is available for shares of VCTR, perhaps insufficient to create a seasonal profile that accurately gauges the seasonal tendencies influencing the investment. Ideally, while 20 years is preferred, at least 10 years of data is required to perform a seasonal analysis that is considered to be reliable for future seasonal periods.

Victory Capital Holdings Inc is an independent investment management firm. The company operates its business through franchises and solutions platform. It provides centralized distribution, marketing, and operations infrastructure to the company’s franchises and solutions platform. The company operates through one business segment that is Investment management services and products to institutional, intermediary, retirement platforms, and individual investors. The franchises and solutions platform manages a variety of investment strategies for its customers. It derives majority of its revenues from asset-based fees from investment management products and services to individuals and institutions.

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Stocks mentioned in this post: VCTR