OZEM Performance & Benchmarks - -10.3% in 12m
The Total Return for 3m is -1.9%, for 6m -0% and YTD -0.5%. Compare with Peer-Group: Health
Performance Rating
-27.81%
#42 in Peer-Group
Rel. Strength
31.72%
#5249 in Stock-Universe
Total Return 12m
-10.34%
#37 in Peer-Group
Total Return 5y
-4.23%
#36 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 28.97 USD |
| 52 Week Low | 20.67 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 6.90 |
| Buy/Sell Signal +-5 | 1.85 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: OZEM (-10.3%) vs QQQ (21.2%)
5y Drawdown (Underwater) Chart
Top Performer in Health
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| OZEM | -9.83% | -4.08% | -1.93% |
| IBB | -1.82% | 4.24% | 6.53% |
| GNOM | -4.53% | 1.78% | 7.01% |
| XBI | -1.92% | 3.43% | 4.17% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| OZEM | -0.04% | -10.3% | -4.23% |
| EDOC | -4.13% | 15.1% | -34.1% |
| IHI | -6.81% | 7.76% | 23.8% |
| XPH | -6.14% | -1.88% | 1.65% |
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 |
|---|---|---|---|---|---|---|---|---|
| PPH NASDAQ VanEck Pharmaceutical |
-4.4% | -8.57% | 43.8% | - | - | - | - | - |
| IHE NYSE ARCA iShares U.S. |
0.9% | -1.69% | 35.1% | - | - | - | - | - |
| IHI NYSE ARCA iShares U.S. Medical |
-4.53% | 7.76% | 23.8% | - | - | - | - | - |
| XLV NYSE ARCA Health Care Sector SPDR |
-4.08% | -11.8% | 33.1% | - | - | - | - | - |
| IYH NYSE ARCA iShares U.S. Healthcare |
-3.67% | -12.1% | 27.4% | - | - | - | - | - |
| IXJ NYSE ARCA iShares Global Healthcare |
-4.02% | -12.1% | 23.5% | - | - | - | - | - |
| VHT NYSE ARCA Vanguard Health Care |
-3.53% | -11.2% | 26.6% | - | - | - | - | - |
| FHLC NYSE ARCA Fidelity MSCI Health Care |
-3.49% | -11.3% | 26.3% | - | - | - | - | - |
Performance Comparison: OZEM vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for OZEM
| Total Return (including Dividends) | OZEM | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -4.08% | 1.26% | 0.66% |
| 3 Months | -1.93% | 15.12% | 11.66% |
| 12 Months | -10.34% | 21.18% | 15.92% |
| 5 Years | -4.23% | 112.04% | 103.09% |
| Trend Stabilty (consistency of price movement) | OZEM | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -11% | 71.1% | 66.4% |
| 3 Months | 55.2% | 97% | 96.6% |
| 12 Months | -58.5% | 55.5% | 50% |
| 5 Years | -53.1% | 76.7% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 17 %th | -5.27% | -4.71% |
| 3 Month | 14 %th | -14.81% | -12.17% |
| 12 Month | 20 %th | -26.01% | -22.65% |
| 5 Years | 90 %th | -21.75% | -19.41% |
FAQs
Does Roundhill GLP-1 (OZEM) outperform the market?
No,
over the last 12 months OZEM made -10.34%, while its related Sector, the Invesco QQQ Trust (QQQ) made 21.18%.
Over the last 3 months OZEM made -1.93%, while QQQ made 15.12%.
Performance Comparison OZEM vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
OZEM vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -7.4% | -4.7% | -4.7% | -26% |
| US NASDAQ 100 | QQQ | -7.6% | -5.3% | -7.2% | -32% |
| German DAX 40 | DAX | -6.6% | -3% | -8.9% | -39% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -7.3% | -6.8% | -9% | -32% |
| Hongkong Hang Seng | HSI | -7.6% | -6.2% | -27.4% | -49% |
| India NIFTY 50 | INDA | -7.8% | 1.5% | -3.6% | -4% |
| Brasil Bovespa | EWZ | -8.8% | 3.4% | -7% | -14% |
OZEM vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -8.4% | -2.6% | -4% | -35% |
| Consumer Discretionary | XLY | -5.9% | -3.1% | 5.2% | -30% |
| Consumer Staples | XLP | -8.2% | -1.9% | -2.4% | -15% |
| Energy | XLE | -8.1% | -4.2% | 1.4% | -8% |
| Financial | XLF | -6% | -1.7% | -1% | -31% |
| Health Care | XLV | -5.9% | 0% | 10.3% | 1% |
| Industrial | XLI | -6.4% | -5.3% | -10% | -31% |
| Materials | XLB | -3.7% | -0.4% | 1.4% | -7% |
| Real Estate | XLRE | -6.3% | -3.1% | -1.4% | -12% |
| Technology | XLK | -8% | -6.5% | -13.3% | -33% |
| Utilities | XLU | -11.3% | -8.8% | -11.2% | -30% |
| Aerospace & Defense | XAR | -7% | -8.2% | -22.8% | -56% |
| Biotech | XBI | -7.9% | -7.5% | 6% | 3% |
| Homebuilder | XHB | -7.3% | -5.3% | 1.2% | -2% |
| Retail | XRT | -5% | -2.2% | 0.7% | -13% |
OZEM vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -13.3% | -8.85% | 0.42% | -12% |
| Natural Gas | UNG | -8.3% | 5.8% | 22.8% | -14% |
| Gold | GLD | -10.4% | -4.6% | -19% | -47% |
| Silver | SLV | -6.7% | -6.7% | -17.2% | -39% |
| Copper | CPER | 13.2% | 8.6% | -1.6% | -18% |
OZEM vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -11.4% | -3.7% | -1.5% | -6% |
| iShares High Yield Corp. Bond | HYG | -9.2% | -3.8% | -3.4% | -19% |