(OVLH) Overlay Shares Hedged - Performance 12.1% in 12m
Compare OVLH with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
54.83%
#11 in Group
Rel. Strength
67.16%
#2622 in Universe
Total Return 12m
12.13%
#6 in Group
Total Return 5y
40.53%
#10 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: OVLH (12.1%) vs SPY (10.1%)
5y Drawdown (Underwater) Chart
Top Performers in Equity Hedged
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 |
|---|---|---|---|---|---|---|---|---|
| HTUS NYSE ARCA Capitol Series Trust |
-0.22% | 9.54% | 139% | - | - | - | - | - |
| NUSI NYSE ARCA NEOS Trust |
0.16% | 125% | 175% | - | - | - | - | - |
| NUSI NASDAQ NEOS Trust |
0.16% | 125% | 175% | - | - | - | - | - |
| ACIO BATS Aptus Collared Income |
-0.72% | 8.89% | 68.6% | - | - | - | - | - |
| MRSK NYSE ARCA Northern Lights Fund Trust |
1.11% | 6.06% | 49.8% | - | - | - | - | - |
| HEGD BATS Swan Hedged Equity US Large |
0.73% | 8.86% | 36.2% | - | - | - | - | - |
| HEQT NYSE ARCA Simplify Exchange Traded |
0.16% | 9.99% | 26.4% | - | - | - | - | - |
| CAOS BATS EA Series Trust - Alpha |
0.7% | 6.16% | 15.1% | - | - | - | - | - |
Performance Comparison: OVLH vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for OVLH
| Total Return (including Dividends) | OVLH | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 2.87% | -0.91% | -0.91% |
| 3 Months | -1.25% | -7.61% | -7.61% |
| 12 Months | 12.13% | 10.06% | 10.06% |
| 5 Years | 40.53% | 110.82% | 110.82% |
| Trend Score (consistency of price movement) | OVLH | SPY | S&P 500 |
| 1 Month | 52.2% | 1.2% | 1.2% |
| 3 Months | -73.2% | -89.2% | -89.2% |
| 12 Months | 68.6% | 56.2% | 56.2% |
| 5 Years | 65.4% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #5 | 3.81% | 3.81% |
| 3 Month | #8 | 6.89% | 6.89% |
| 12 Month | #6 | 1.88% | 1.88% |
| 5 Years | #18 | -10.3% | -10.3% |
FAQs
Does OVLH Overlay Shares Hedged outperforms the market?
Yes,
over the last 12 months OVLH made 12.13%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.06%.
Over the last 3 months OVLH made -1.25%, while SPY made -7.61%.
Over the last 3 months OVLH made -1.25%, while SPY made -7.61%.
Performance Comparison OVLH vs Indeces and Sectors
OVLH vs. Indices OVLH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.75% | 3.78% | 4.63% | 2.07% |
| US NASDAQ 100 | QQQ | -3.61% | 1.46% | 5.15% | 1.57% |
| US Dow Jones Industrial 30 | DIA | -0.02% | 6.32% | 3.86% | 4.84% |
| German DAX 40 | DAX | -1.95% | 1.76% | -14.5% | -11.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.19% | 5.47% | 5.70% | 7.16% |
| Hongkong Hang Seng | HSI | 1.60% | 4.87% | 3.60% | 1.96% |
| India NIFTY 50 | INDA | 3.31% | -1.13% | 2.90% | 9.47% |
| Brasil Bovespa | EWZ | -2.42% | -2.97% | -0.95% | 19.0% |
OVLH vs. Sectors OVLH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.07% | 3.95% | -3.44% | -9.73% |
| Consumer Discretionary | XLY | -3.55% | 2.05% | 0.64% | 0.55% |
| Consumer Staples | XLP | 4.60% | 3.40% | -1.82% | 2.21% |
| Energy | XLE | 1.73% | 14.3% | 4.81% | 23.5% |
| Financial | XLF | 0.18% | 5.16% | -4.03% | -9.14% |
| Health Care | XLV | 0.26% | 7.48% | 5.88% | 11.4% |
| Industrial | XLI | -1.15% | 3.47% | 3.68% | 5.05% |
| Materials | XLB | 0.82% | 5.80% | 11.0% | 17.9% |
| Real Estate | XLRE | 1.67% | 4.64% | 5.07% | -3.25% |
| Technology | XLK | -5.27% | 1.60% | 10.6% | 7.21% |
| Utilities | XLU | 1.71% | 2.30% | -1.05% | -9.68% |
| Aerospace & Defense | XAR | -4.10% | -4.07% | -8.03% | -13.9% |
| Biotech | XBI | -2.08% | 1.91% | 17.4% | 16.2% |
| Homebuilder | XHB | 1.53% | 5.97% | 18.7% | 21.6% |
| Retail | XRT | 0.69% | 3.0% | 8.49% | 16.3% |