Overview Dividends

(HEJD) VictoryShares Hedged Equity - Ratings and Ratios

Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: (N/A)

Dividend, Stocks, Equities, Long, Equity, Securities, ETF

Description: HEJD VictoryShares Hedged Equity

The fund, under normal circumstances, has a policy to invest at least 80% of its assets in dividend-paying domestic equity securities. It employs a multi-strategy approach, which includes a combination of long positions in U.S. dividend-producing equity securities of any market capitalization size and a hedging strategy to mitigate market risk. The fund seeks to generate income primarily through dividends from its equity holdings, while also incorporating a hedging component to reduce overall portfolio volatility. This approach is designed to provide a balance between income generation and capital preservation.

Ticker Symbol: HEJD | Exchange: NASDAQ | Type: ETF | Country Origin: USA | ETF Category: Equity Hedged

Based on the provided and , the 3-month forecast for HEJD is as follows: - The funds short-term trend is expected to remain stable, with potential upside driven by its exposure to dividend-paying equities. - The SMA 20 (26.92) is slightly above the SMA 50 (26.61), indicating a bullish short-term trajectory. - The SMA 200 (25.95) suggests longer-term support, with the current price (26.78) trading above this level. - The low ATR (0.14) indicates limited volatility, implying a narrow trading range in the near term. - With an AUM of $29.13M, liquidity is moderate, which may impact trading efficiency during periods of high market stress. - Overall, HEJD is expected to trade within a range of $26.50 to $27.50 over the next three months, with a potential upside bias due to its dividend-focused strategy.

HEJD ETF Overview

Market Cap in USD 37m
Category Equity Hedged
TER 0.55%
IPO / Inception 2024-07-10

HEJD ETF Ratings

Growth Rating 47.3
Fundamental -
Dividend Rating 50.7
Rel. Strength -13.7
Analysts -
Fair Price Momentum 25.31 USD
Fair Price DCF -

HEJD Dividends

Dividend Yield 12m 3.57%
Yield on Cost 5y 3.88%
Annual Growth 5y 9.13%
Payout Consistency 100.0%
Payout Ratio %

HEJD Growth Ratios

Growth Correlation 3m 84.3%
Growth Correlation 12m 80.3%
Growth Correlation 5y 83.8%
CAGR 5y 10.61%
CAGR/Max DD 5y 1.03
Sharpe Ratio 12m 0.83
Alpha 0.54
Beta 0.464
Volatility 13.40%
Current Volume 0k
Average Volume 20d 0.1k
Stop Loss 26.4 (-3.3%)
What is the price of HEJD shares?
As of August 08, 2025, the stock is trading at USD 27.29 with a total of 8 shares traded.
Over the past week, the price has changed by +1.42%, over one month by +1.47%, over three months by +5.99% and over the past year by +13.65%.
Is VictoryShares Hedged Equity a good stock to buy?
Partly, yes. Based on ValueRay´s Analyses, VictoryShares Hedged Equity (NASDAQ:HEJD) is currently (August 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 47.27 and therefor an somewhat technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of HEJD is around 25.31 USD . This means that HEJD is currently overvalued and has a potential downside of -7.26%.
Is HEJD a buy, sell or hold?
VictoryShares Hedged Equity has no consensus analysts rating.
What are the forecasts for HEJD share price target?
According to our own proprietary Forecast Model, HEJD VictoryShares Hedged Equity will be worth about 29.3 in August 2026. The stock is currently trading at 27.29. This means that the stock has a potential upside of +7.51%.
Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 29.3 7.5%

HEJD Fundamental Data Overview

Market Cap USD = 36.9m (36.9m USD * 1.0 USD.USD)
 CCE Cash And Equivalents = unknown
 Revenue TTM is 0, using Net Income TTM (False) + Cost of Revenue (False) = 0.0 USD
 Revenue TTM = 0.0 USD
EBIT TTM = (False) USD
EBITDA TTM = (False) USD
 Debt = unknown
 Enterprise Value = 36.9m USD (Market Cap 36.9m + (null Debt) - CCE unknown)
 Interest Coverage Ratio = unknown (Ebit TTM (False) / Interest Expense TTM (False))
 FCF Yield = N/A (FCF TTM (False) / Enterprise Value 36.9m)
 FCF Margin = unknown (Revenue TTM is 0)
 Net Margin = unknown
 Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM (False)) / Revenue TTM)
 Tobins Q-Ratio = unknown (Enterprise Value 36890923.0 / Book Value Of Equity False)
 Interest Expense / Debt = 0.0% (Interest Expense (False) / Debt N/A)
 Taxrate = 21% (can't be calculated, taking the US default taxrate)
 NOPAT = unkown (taxrate: 0.21)
 Current Ratio = unknown (Total Current Assets (False) / Total Current Liabilities (False))
 Debt / Equity = unknown Debt (N/A)
 Debt / EBITDA = unknown (Net Debt N/A / EBITDA (False))
 Debt / FCF = N/A (Debt N/A / FCF TTM (False))
 Total Stockholder Equity = unknown
 RoA = N/A%
 RoE = unknown (Net Income TTM (False) / Total Stockholder Equity N/A)
 RoCE = unknown (Ebit (False) / Total Stockholder Equity N/A + Long Term Debt N/A)
 WACC = unknown (needs Market Cap, Debt N/A, Interest Expense 0.0, Taxrate 0.21, CAPM 13.12)
 Discount Rate = 13.12% (= CAPM)
 Fair Price DCF = unknown (Cash Flow (False))


Additional Sources for HEJD ETF

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle