VictoryShares Free Cash Flow (VFLO) 定投收益计算器
测算 VictoryShares Free Cash Flow (VFLO) 的真实历史定投回报与复利增值。基于官方公开历史净值，回测不同定投金额、持有期限及每年递增投资效果。
基金类别
Large Value / Blend (US)
资产规模 (AUM)
$11.01 Billion
管理费率 (Expense Ratio)
0.39%
基金经理
Victory Capital Management
VictoryShares Free Cash Flow (VFLO) 历史定投表现及收益矩阵表
基于实际历史复合年化回报率（CAGR）测算的不同月定投金额持有收益。
| 每月定投金额 | 3 年期 @ 26.9% CAGR | 5 年期 @ 2023.0% CAGR | 10 年期 @ 2023.0% CAGR |
|---|---|---|---|
| $100/月 | $5,574 累计投入: $3,600 | $8,851,318,953,041,485,000,000,000,000 累计投入: $6,000 | $491,758,141,181,314,700,000,000,000,000,000,000,000,000,000,000,000,000 累计投入: $12,000 |
| $250/月 | $13,935 累计投入: $9,000 | $22,128,297,382,603,712,000,000,000,000 累计投入: $15,000 | $1,229,395,352,953,286,700,000,000,000,000,000,000,000,000,000,000,000,000 累计投入: $30,000 |
| $500/月 | $27,870 累计投入: $18,000 | $44,256,594,765,207,425,000,000,000,000 累计投入: $30,000 | $2,458,790,705,906,573,400,000,000,000,000,000,000,000,000,000,000,000,000 累计投入: $60,000 |
| $1,000/月 | $55,741 累计投入: $36,000 | $88,513,189,530,414,850,000,000,000,000 累计投入: $60,000 | $4,917,581,411,813,147,000,000,000,000,000,000,000,000,000,000,000,000,000 累计投入: $120,000 |
| $2,500/月 | $139,351 累计投入: $90,000 | $221,282,973,826,037,180,000,000,000,000 累计投入: $150,000 | $12,293,953,529,532,869,000,000,000,000,000,000,000,000,000,000,000,000,000 累计投入: $300,000 |
* 测算基于实际基金历史年化收益率。基金投资不同于银行存款，实际投资回报随二级市场净值实时波动。
关于 VictoryShares Free Cash Flow ETF
VictoryShares Free Cash Flow ETF (VFLO) is a premier smart-beta factor ETF managing over $10 Billion in assets. VFLO systematically selects high-quality large-cap US companies with superior Free Cash Flow (FCF) yields and projected growth, filtering out value traps.
投资策略与运作方式
Forward Free Cash Flow Strategy — Selects 50 large-cap US companies from the Russell 1000 with the highest combination of trailing FCF yield and forward-looking FCF growth expectations, weighting holdings by modified FCF yield.
核心亮点与产品特征
- Focuses strictly on Free Cash Flow (FCF) yield and forward FCF growth
- Filters out declining 'value traps' by screening for positive forward cash flow trends
- Over $10.1 Billion in assets under management after explosive adoption
- Holds a concentrated portfolio of ~50 top cash-generating companies
历史年化收益表现 (CAGR)
近3年年化
26.94%
近5年年化
N/A (Inception 2023)
近10年年化
N/A (Inception 2023)
业绩基准
Victory U.S. Large Cap Free Cash Flow Index
Historical annualized returns as of August 2026. Factor investing carries tracking risk.
前五大核心持仓与行业分布
根据最新公开披露，VictoryShares Free Cash Flow (VFLO) 的核心持仓与资产配置如下：
前五大重仓资产
- Nucor Corp. (NUE)
- Cisco Systems Inc. (CSCO)
- Marathon Petroleum (MPC)
- Qualcomm Inc. (QCOM)
- Booking Holdings (BKNG)
行业板块分布
Energy 25.4%, Information Technology 21.2%, Industrials 18.5%, Healthcare 14.2%, Consumer Discretionary 12.8%, Others 7.9%
风险特征与最大回撤
Standard deviation is ~15.8% reflecting concentrated quality-value factor tilts.
Demonstrated strong relative resilience during market volatility.
交易规则与税费说明
Standard ETF tax efficiency. Quarterly distributions qualify for preferential rates.
哪些投资者不适合投资 VictoryShares Free Cash Flow (VFLO)？
Investors seeking 100% passive broad-market replication with hundreds of holdings.
基金经理简介
Managed by Victory Capital quantitative factor management team.
适合哪些投资者？
Ideal for quality and value investors looking for higher earnings yields and real cash generation without sacrificing secular corporate growth.
同类别及相关推荐基金
同类别备选基金
- Pacer US Cash Cows 100 ETF (COWZ)
- Avantis U.S. Large Cap Value ETF (AVLV)
- Schwab U.S. Dividend Equity ETF (SCHD)
您也可以通过我们的 智能定投主计算器 对比多只基金，在相同定投金额与周期下直观比对历史表现。
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常见问题解答 (FAQ) — VictoryShares Free Cash Flow (VFLO)
VictoryShares Free Cash Flow (VFLO) 的历史定投回报表现如何？
根据交易所公开历史数据，VictoryShares Free Cash Flow (VFLO) 近3年年化回报率为 26.94%，近5年年化为 N/A (Inception 2023)，近10年年化为 N/A (Inception 2023)。 Historical annualized returns as of August 2026. Factor investing carries tracking risk.
基金定投（SIP）的回报是如何计算的？
定投回报采用扩展内部收益率（XIRR）或基于真实历史月度净值的复利回测计算。在每月设定的扣款日，定投金额会按当天公布的基金份额净值（NAV）申购份额。在市场回调时自动购入更多份额、市场上涨时购入更少份额，通过时间平摊持仓成本并实现复利。
每月定投 $500，5年后大约能积累多少资产？
按年化复合回报率 2023% 测算，每月定投 $500（5年累计投入本金 $30,000），5年后预期期末总资产约为 $44,256,594,765,207,425,000,000,000,000，预期资产增值收益约为 $44,256,594,765,207,425,000,000,000,000。您可以使用上方计算器输入自定义金额与年份测试。
VictoryShares Free Cash Flow (VFLO) 的前几大重仓资产包含哪些？
VictoryShares Free Cash Flow (VFLO) 的核心重仓包括 Nucor Corp. (NUE)、Cisco Systems Inc. (CSCO)、Marathon Petroleum (MPC) 等知名标的。行业配置侧重于 Energy 25.4%, Information Technology 21.2%, Industrials 18.5%, Healthcare 14.2%, Consumer Discretionary 12.8%, Others 7.9%。
VictoryShares Free Cash Flow (VFLO) 的投资风险等级如何？
Standard deviation is ~15.8% reflecting concentrated quality-value factor tilts. 本基金可能不适合 Investors seeking 100% passive broad-market replication with hundreds of holdings.
投资该基金有哪些税费或交易成本？
Standard ETF tax efficiency. Quarterly distributions qualify for preferential rates.
数据更新时间: 2026年9月 | 历史净值来自官方公开交易所行情
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