USMV (USMV) AIQ Analysis

USMV scores 68/100 with Smart Score 9/10 and Sharpe -1.18.

AIQ Regime
Neutral
AIQ Score
68/100
Smart Score
9/10
Price
$92.75

AIQ Brief

USMV is currently in a mixed setup with AIQ 68/100 and Smart 9/10 (strong relative) at $92.75. Risk is elevated. Read this as a prioritization signal, then confirm entry quality and sizing with your own risk plan.

Quality is the strongest contributor at 72/100, while Momentum is the binding constraint at 61/100. With a 11-point spread, the profile is reasonably balanced without a single dominant weakness.

USMV ranks 4/4 in this peer set (68 vs peer average 72.0). On risk-adjusted efficiency, Sharpe is below peer average (-1.18 vs 1.30). This helps distinguish true relative leadership from broad sector drift.

Action now: this is a neutral/selective setup. Improve entry quality by waiting for momentum acceleration or a better risk profile before adding. Keep sizing moderate until factors align.

Sharpe is -1.18, which is negative: recent return has not compensated for risk over this lookback window.

AIQ ComponentScoreSignal Read
Momentum61Mixed trend quality with uneven follow-through.
ValueValue diagnostics are currently unavailable.
Quality72Profitability and consistency profile is strong.
Risk72Risk profile is elevated; position sizing matters.
SentimentSentiment signal is currently unavailable.

Peer Comparison Snapshot

SymbolAIQSmartiSharpei
USMV689-1.18
SPY76102.75
QQQ71101.83
IWM73101.79

Current AIQ Read

USMV currently screens as neutral. Wait for confirmation from trend quality and risk conditions before increasing exposure.

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