(OSCV) Opus Small Cap Value - Performance -0.4% in 12m
Compare OSCV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
58.04%
#12 in Group
Rel. Strength
43.40%
#4542 in Universe
Total Return 12m
-0.37%
#25 in Group
Total Return 5y
79.76%
#18 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: OSCV (-0.4%) vs IWM (-0.7%)
5y Drawdown (Underwater) Chart
Top Performers in Small Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| OUSM BATS O’Shares U.S. Small-Cap |
-4.51% | 2% | 93.9% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-4.39% | 4.16% | 96.4% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-5.38% | 3.34% | 104% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-6.55% | 1.53% | 98.5% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.96% | 12.1% | 58.5% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-7.11% | -2.23% | 102% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-4.95% | 0.82% | 107% | - | - | - | - | - |
| SMMV BATS iShares MSCI USA Small-Cap |
-1.73% | 14.3% | 59.6% | - | - | - | - | - |
Performance Comparison: OSCV vs IWM vs S&P 500
IWM (iShares Russell 2000 ETF) is the Sector Benchmark for OSCV
| Total Return (including Dividends) | OSCV | IWM | S&P 500 |
|---|---|---|---|
| 1 Month | -3.96% | -7.09% | -4.77% |
| 3 Months | -9.96% | -14.95% | -9.81% |
| 12 Months | -0.37% | -0.71% | 9.54% |
| 5 Years | 79.76% | 62.38% | 104.83% |
| Trend Score (consistency of price movement) | OSCV | IWM | S&P 500 |
| 1 Month | -40.8% | -44.2% | -51.2% |
| 3 Months | -91.6% | -92.8% | -90.1% |
| 12 Months | 23.7% | 25.1% | 59.4% |
| 5 Years | 74.5% | 35.7% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
| 1 Month | #1 | 3.36% | 0.85% |
| 3 Month | #5 | 5.87% | -0.17% |
| 12 Month | #11 | 0.34% | -9.05% |
| 5 Years | #9 | 10.7% | -12.2% |
FAQs
Does OSCV Opus Small Cap Value outperforms the market?
Yes,
over the last 12 months OSCV made -0.37%, while its related Sector, the iShares Russell 2000 (IWM) made -0.71%.
Over the last 3 months OSCV made -9.96%, while IWM made -14.95%.
Over the last 3 months OSCV made -9.96%, while IWM made -14.95%.
Performance Comparison OSCV vs Indeces and Sectors
OSCV vs. Indices OSCV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.74% | 0.81% | -4.10% | -9.91% |
| US NASDAQ 100 | QQQ | -3.13% | 0.79% | -4.34% | -10.6% |
| US Dow Jones Industrial 30 | DIA | -0.35% | 1.75% | -4.48% | -6.36% |
| German DAX 40 | DAX | -2.06% | -0.55% | -22.5% | -21.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.27% | -0.87% | -4.41% | -9.96% |
| Hongkong Hang Seng | HSI | -2.39% | -0.75% | -7.02% | -15.9% |
| India NIFTY 50 | INDA | -0.72% | -7.07% | -6.81% | -4.44% |
| Brasil Bovespa | EWZ | -3.92% | -6.06% | -7.84% | 6.37% |
OSCV vs. Sectors OSCV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.84% | 1.03% | -13.2% | -17.7% |
| Consumer Discretionary | XLY | -2.59% | 1.02% | -6.54% | -12.8% |
| Consumer Staples | XLP | 3.11% | -6.04% | -9.56% | -9.89% |
| Energy | XLE | 0.83% | 7.14% | -2.53% | 11.0% |
| Financial | XLF | -1.32% | -0.17% | -12.3% | -19.5% |
| Health Care | XLV | 0.71% | 2.67% | -1.85% | 0.52% |
| Industrial | XLI | -0.86% | -0.04% | -4.93% | -7.62% |
| Materials | XLB | -0.97% | -0.15% | 1.97% | 3.58% |
| Real Estate | XLRE | 1.76% | -1.02% | -2.07% | -15.0% |
| Technology | XLK | -4.41% | 1.65% | 0.91% | -4.83% |
| Utilities | XLU | 1.24% | -4.32% | -6.76% | -21.5% |
| Aerospace & Defense | XAR | -0.99% | -3.34% | -15.4% | -26.0% |
| Biotech | XBI | -4.42% | 4.97% | 7.70% | 3.12% |
| Homebuilder | XHB | -1.74% | 1.87% | 10.6% | 7.02% |
| Retail | XRT | -0.84% | -0.13% | -0.38% | 3.69% |