(OSCV) Opus Small Cap Value - Performance 4.1% in 12m
Compare OSCV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
59.30%
#13 in Group
Rel. Strength
47.41%
#4185 in Universe
Total Return 12m
4.05%
#16 in Group
Total Return 5y
89.86%
#16 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
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FCF Yield -
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12m Total Return: OSCV (4.1%) vs IWM (1.4%)
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 |
|---|---|---|---|---|---|---|---|---|
| CSF NASDAQ VictoryShares US Discovery |
- | - | - | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-2.15% | 4.64% | 101% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.86% | 13.6% | 66% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.01% | 6.93% | 104% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.17% | 6.22% | 111% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-0.99% | 5.29% | 109% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-0.34% | 4.64% | 117% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-2.98% | 0.35% | 110% | - | - | - | - | - |
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 | -1.21% | -1.08% | 0.40% |
| 3 Months | -5.21% | -10.23% | -4.90% |
| 12 Months | 4.05% | 1.43% | 13.65% |
| 5 Years | 89.86% | 69.86% | 114.96% |
| Trend Score (consistency of price movement) | OSCV | IWM | S&P 500 |
| 1 Month | 83.4% | 81.6% | 74.8% |
| 3 Months | -83.9% | -88.2% | -84.7% |
| 12 Months | 15.1% | 13.2% | 53.5% |
| 5 Years | 74.5% | 34.7% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
| 1 Month | #8 | -0.14% | -1.60% |
| 3 Month | #2 | 5.59% | -0.33% |
| 12 Month | #3 | 2.58% | -8.45% |
| 5 Years | #7 | 11.8% | -11.7% |
FAQs
Does OSCV Opus Small Cap Value outperforms the market?
Yes,
over the last 12 months OSCV made 4.05%, while its related Sector, the iShares Russell 2000 (IWM) made 1.43%.
Over the last 3 months OSCV made -5.21%, while IWM made -10.23%.
Over the last 3 months OSCV made -5.21%, while IWM made -10.23%.
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 | -0.29% | -1.61% | -6.0% | -9.60% |
| US NASDAQ 100 | QQQ | -0.80% | -3.87% | -6.79% | -11.2% |
| US Dow Jones Industrial 30 | DIA | -0.36% | 0.87% | -5.47% | -5.76% |
| German DAX 40 | DAX | -1.07% | -4.24% | -26.2% | -24.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.87% | -0.98% | -2.03% | -1.30% |
| Hongkong Hang Seng | HSI | -0.97% | -1.27% | -6.38% | -6.49% |
| India NIFTY 50 | INDA | 0.63% | -5.77% | -5.90% | 1.56% |
| Brasil Bovespa | EWZ | 1.97% | -4.96% | -7.97% | 11.8% |
OSCV vs. Sectors OSCV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.60% | -1.80% | -12.3% | -20.1% |
| Consumer Discretionary | XLY | 0.70% | -0.29% | -7.39% | -11.0% |
| Consumer Staples | XLP | 1.75% | -1.22% | -8.69% | -6.57% |
| Energy | XLE | 3.14% | 11.7% | 1.09% | 12.6% |
| Financial | XLF | -0.98% | -0.41% | -14.3% | -20.9% |
| Health Care | XLV | 2.29% | 2.79% | -1.08% | 3.85% |
| Industrial | XLI | -1.68% | -2.36% | -7.25% | -7.97% |
| Materials | XLB | -0.16% | 1.18% | 2.40% | 6.37% |
| Real Estate | XLRE | -0.81% | -0.85% | -4.58% | -14.1% |
| Technology | XLK | -1.26% | -4.59% | -3.04% | -6.64% |
| Utilities | XLU | 0.67% | -1.63% | -10.8% | -17.1% |
| Aerospace & Defense | XAR | -1.75% | -8.89% | -20.5% | -24.9% |
| Biotech | XBI | -1.41% | -4.82% | 9.94% | 9.39% |
| Homebuilder | XHB | -1.24% | 0.39% | 9.74% | 9.43% |
| Retail | XRT | -0.43% | -0.02% | 0.52% | 5.10% |