(OAIM) OneAscent - Performance 16.5% in 12m
OAIM performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
65.89%
#12 in Peer-Group
Rel. Strength
69.48%
#2347 in Stock-Universe
Total Return 12m
16.53%
#20 in Peer-Group
Total Return 5y
61.45%
#24 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 38.55 USD |
| 52 Week Low | 30.12 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 49.71 |
| Buy/Sell Signal +-5 | 1.90 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: OAIM (16.5%) vs VT (12.4%)
5y Drawdown (Underwater) Chart
Top Performer in Foreign Large 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 |
|---|---|---|---|---|---|---|---|---|
| HEFA BATS iShares Currency Hedged |
0.87% | 8.2% | 86.9% | - | - | - | - | - |
| DBEF NYSE ARCA Xtrackers MSCI EAFE Hedged |
0.91% | 8.16% | 85.3% | - | - | - | - | - |
| IDMO NYSE ARCA Invesco S&P International |
1.64% | 21.2% | 95.6% | - | - | - | - | - |
| HAWX NYSE ARCA iShares Currency Hedged |
2.01% | 11.1% | 72.2% | - | - | - | - | - |
| DBAW NYSE ARCA Xtrackers MSCI All World ex |
2.72% | 11.2% | 69.5% | - | - | - | - | - |
| IDVO NYSE ARCA Amplify International |
1.03% | 14.7% | 60.7% | - | - | - | - | - |
| HFXI NYSE ARCA IQ 50 Percent Hedged FTSE |
1.11% | 10.1% | 71.6% | - | - | - | - | - |
| JIRE NYSE ARCA J.P. Morgan Exchange-Traded |
0.16% | 11% | 320% | - | - | - | - | - |
Performance Comparison: OAIM vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for OAIM
| Total Return (including Dividends) | OAIM | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 2.52% | 3.10% | 3.88% |
| 3 Months | 14.69% | 17.49% | 19.10% |
| 12 Months | 16.53% | 12.42% | 11.89% |
| 5 Years | 61.45% | 81.41% | 106.71% |
| Trend Stabilty (consistency of price movement) | OAIM | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 77% | 87.9% | 90.6% |
| 3 Months | 95.7% | 97.7% | 97.5% |
| 12 Months | 75.9% | 61.9% | 47.4% |
| 5 Years | 94.3% | 72.4% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th96.59 | -0.56% | -1.31% |
| 3 Month | %th85.23 | -2.38% | -3.70% |
| 12 Month | %th76.14 | 3.66% | 4.15% |
| 5 Years | %th87.50 | 1.39% | -3.29% |
FAQs
Does OneAscent (OAIM) outperform the market?
Yes,
over the last 12 months OAIM made 16.53%, while its related Sector, the Vanguard Total World Stock (VT) made 12.42%.
Over the last 3 months OAIM made 14.69%, while VT made 17.49%.
Performance Comparison OAIM vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
OAIM vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1% | -1.4% | 12.5% | 5% |
| US NASDAQ 100 | QQQ | -1.2% | -1.9% | 9.7% | 4% |
| German DAX 40 | DAX | 1.3% | 1.2% | 2.9% | -12% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.6% | -2.1% | 8.9% | -2% |
| Hongkong Hang Seng | HSI | -2.1% | -0.2% | -9.1% | -18% |
| India NIFTY 50 | INDA | -0.3% | 1.2% | 10.4% | 19% |
| Brasil Bovespa | EWZ | 1.1% | 5.1% | -1.6% | 16% |
OAIM vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.3% | 0.4% | 7.9% | -7% |
| Consumer Discretionary | XLY | -1.2% | -0.2% | 21.1% | 3% |
| Consumer Staples | XLP | -0.4% | 2.9% | 12.7% | 11% |
| Energy | XLE | 1.2% | 3.7% | 24.8% | 20% |
| Financial | XLF | -0.2% | -0.8% | 13.5% | -5% |
| Health Care | XLV | -0% | 3.1% | 22.7% | 25% |
| Industrial | XLI | -1.3% | -2.5% | 8.1% | -3% |
| Materials | XLB | 1.7% | 0.6% | 15.8% | 17% |
| Real Estate | XLRE | -1.8% | 2% | 15.4% | 10% |
| Technology | XLK | -1.3% | -4.1% | 6% | 5% |
| Utilities | XLU | -1.1% | 0.6% | 13% | -4% |
| Aerospace & Defense | XAR | -4.5% | -8.1% | -8.2% | -30% |
| Biotech | XBI | -0.9% | -2.8% | 18.7% | 30% |
| Homebuilder | XHB | 2.8% | -3.6% | 26.5% | 28% |
| Retail | XRT | 0.4% | -0.4% | 17% | 15% |
OAIM vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 1.3% | 6.85% | 28.0% | 21% |
| Natural Gas | UNG | -12.2% | 9.5% | 39.4% | 8% |
| Gold | GLD | -1.9% | 3.7% | -4.4% | -19% |
| Silver | SLV | -5.2% | -1.7% | -4.1% | -4% |
| Copper | CPER | -0.6% | -10.7% | -4.6% | -7% |
OAIM vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.1% | 2.5% | 18.7% | 22% |
| iShares High Yield Corp. Bond | HYG | -0.8% | 1.4% | 14.9% | 8% |