VictoryShares Small Cap Free Cash Flow ETF Returns Calculator
Calculate historical returns and project future compounding for VictoryShares Small Cap FCF (SFLO). Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Small Value / Blend (US)
AUM
$805.95 Million
Expense Ratio
0.49%
Fund Manager
Victory Capital Management
VictoryShares Small Cap FCF (SFLO) Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 15.8% CAGR | 5 Years @ 2023.0% CAGR | 10 Years @ 2023.0% CAGR |
|---|---|---|---|
| $100/mo | $4,628 Invested: $3,600 | $8,851,318,953,041,485,000,000,000,000 Invested: $6,000 | $491,758,141,181,314,700,000,000,000,000,000,000,000,000,000,000,000,000 Invested: $12,000 |
| $250/mo | $11,570 Invested: $9,000 | $22,128,297,382,603,712,000,000,000,000 Invested: $15,000 | $1,229,395,352,953,286,700,000,000,000,000,000,000,000,000,000,000,000,000 Invested: $30,000 |
| $500/mo | $23,140 Invested: $18,000 | $44,256,594,765,207,425,000,000,000,000 Invested: $30,000 | $2,458,790,705,906,573,400,000,000,000,000,000,000,000,000,000,000,000,000 Invested: $60,000 |
| $1,000/mo | $46,281 Invested: $36,000 | $88,513,189,530,414,850,000,000,000,000 Invested: $60,000 | $4,917,581,411,813,147,000,000,000,000,000,000,000,000,000,000,000,000,000 Invested: $120,000 |
| $2,500/mo | $115,702 Invested: $90,000 | $221,282,973,826,037,180,000,000,000,000 Invested: $150,000 | $12,293,953,529,532,869,000,000,000,000,000,000,000,000,000,000,000,000,000 Invested: $300,000 |
* Projections calculated using actual historical 3-year (15.8%), 5-year (2023%), and 10-year (2023%) performance data. Actual mutual fund returns fluctuate with market NAV.
About VictoryShares Small Cap Free Cash Flow ETF
VictoryShares Small Cap Free Cash Flow ETF (SFLO) applies Victory's battle-tested Free Cash Flow (FCF) yield and forward growth screening to small-cap American equities, isolating small companies that generate legitimate cash profits rather than speculative promises.
Investment Strategy
Small-Cap FCF Quality Strategy â Selects 100 small-cap companies from the Russell 2000 with the highest trailing FCF yield and positive forward FCF growth expectations, systematically eliminating unprofitable small-cap cash drains.
Key Facts
- Focuses on profitable small-cap companies with superior Free Cash Flow yields
- Screens out cash-burning small-cap biotech and speculative startups
- Holds 100 high-conviction small-cap cash producers
- Expense ratio of 0.49%
Historical Returns
3-Year CAGR
15.80%
5-Year CAGR
N/A (Inception 2023)
10-Year CAGR
N/A (Inception 2023)
Benchmark
Victory U.S. Small Cap Free Cash Flow Index
Historical annualized returns as of August 2026. Small-cap factor investing involves risk.
Top Holdings & Sector Allocation
As of September 2026, VictoryShares Small Cap FCF (SFLO)'s portfolio includes:
Top 5 Holdings
- Sprouts Farmers Market (SFM)
- Mueller Industries (MLI)
- Fabrinet (FN)
- Applied Industrial Tech (AIT)
- Boise Cascade Co. (BCC)
Sector Allocation
Industrials 26.5%, Consumer Discretionary 21.2%, Information Technology 16.4%, Energy 14.8%, Financials 11.5%, Others 9.6%
Risk & Drawdowns
Standard deviation is ~18.5% reflecting small-cap equity dynamics.
Showed superior downside resilience compared to the Russell 2000.
Tax Treatment
ETF tax efficiency minimizes taxable capital gains distributions.
Who Should NOT Invest in VictoryShares Small Cap FCF (SFLO)?
Ultra-conservative investors seeking fixed income guarantees.
About the Fund Manager
Managed by Victory Capital quantitative equity management team.
Who Is This Fund Suitable For?
Ideal for small-cap allocators seeking high organic cash generation, balance sheet safety, and factor alpha without small-cap bankruptcy risk.
More Funds from VictoryShares & Similar Schemes
Similar Funds to Consider
- Avantis U.S. Small Cap Value ETF (AVUV)
- SPDR Portfolio S&P 600 Small Cap ETF (SPSM)
- Pacer US Small Cap Cash Cows ETF (CALF)
Or compare side by side using our main SIP calculator â you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for VictoryShares Small Cap FCF (SFLO) Investors
- FIRE Calculator â Plan your retirement corpus with VictoryShares Small Cap FCF (SFLO) as part of your portfolio
- Cost of Delay Calculator â See how much delaying your SIP in VictoryShares Small Cap FCF (SFLO) could cost you
- SIP vs EMI Calculator â Compare investing in VictoryShares Small Cap FCF (SFLO) vs paying off loans
Frequently Asked Questions About VictoryShares Small Cap FCF (SFLO)
What is the historical SIP return of VictoryShares Small Cap FCF (SFLO)?
Based on the latest data, VictoryShares Small Cap FCF (SFLO) has delivered an annualized return (CAGR) of 15.80% over 3 years, N/A (Inception 2023) over 5 years, and N/A (Inception 2023) over 10 years. Showed superior downside resilience compared to the Russell 2000.
How is VictoryShares Small Cap FCF (SFLO) SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would $500 monthly SIP in VictoryShares Small Cap FCF (SFLO) generate over 5 years?
At an estimated annual return rate of 2023%, a monthly $500 investment ($30,000 total invested) would grow to approximately $44,256,594,765,207,425,000,000,000,000 in 5 years, yielding an estimated wealth gain of $44,256,594,765,207,425,000,000,000,000. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in VictoryShares Small Cap FCF (SFLO)?
VictoryShares Small Cap FCF (SFLO)'s top holdings include Sprouts Farmers Market (SFM), Mueller Industries (MLI), Fabrinet (FN), and Applied Industrial Tech (AIT). The fund's sector allocation is Industrials 26.5%, Consumer Discretionary 21.2%, Information Technology 16.4%, Energy 14.8%, Financials 11.5%, Others 9.6%.
What is the risk profile of VictoryShares Small Cap FCF (SFLO)?
Standard deviation is ~18.5% reflecting small-cap equity dynamics. This fund may not be suitable for ultra-conservative investors seeking fixed income guarantees..
What are the tax implications of investing in VictoryShares Small Cap FCF (SFLO)?
ETF tax efficiency minimizes taxable capital gains distributions.
Data last updated: September 2026 | Fund data sourced from SEC filings and public exchanges
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