(OVL) Overlay Shares Large - Performance 11.1% in 12m
Compare OVL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
71.48%
#73 in Group
Rel. Strength
63.11%
#2945 in Universe
Total Return 12m
11.05%
#91 in Group
Total Return 5y
116.65%
#14 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: OVL (11.1%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers in 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 |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
2.2% | 25.4% | 154% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-1.59% | 14.5% | 119% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-1.88% | 16.8% | 96.5% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.67% | 13.6% | 115% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-0.97% | 7.91% | 123% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-0.78% | 8.11% | 121% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
0.11% | 16.3% | 115% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-0.35% | 13.5% | 116% | - | - | - | - | - |
Performance Comparison: OVL vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for OVL
| Total Return (including Dividends) | OVL | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -1.04% | -0.87% | -0.87% |
| 3 Months | -9.57% | -7.58% | -7.58% |
| 12 Months | 11.05% | 11.88% | 11.88% |
| 5 Years | 116.65% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | OVL | SPY | S&P 500 |
| 1 Month | 22.7% | 23% | 23% |
| 3 Months | -89.6% | -88.5% | -88.5% |
| 12 Months | 46.8% | 55.1% | 55.1% |
| 5 Years | 80.1% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #109 | -0.17% | -0.17% |
| 3 Month | #182 | -2.15% | -2.15% |
| 12 Month | #93 | -0.74% | -0.74% |
| 5 Years | #26 | 3.01% | 3.01% |
FAQs
Does OVL Overlay Shares Large outperforms the market?
No,
over the last 12 months OVL made 11.05%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months OVL made -9.57%, while SPY made -7.58%.
Over the last 3 months OVL made -9.57%, while SPY made -7.58%.
Performance Comparison OVL vs Indeces and Sectors
OVL vs. Indices OVL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.40% | -0.17% | -2.09% | -0.83% |
| US NASDAQ 100 | QQQ | -0.63% | -2.44% | -2.52% | -1.62% |
| US Dow Jones Industrial 30 | DIA | 1.34% | 2.14% | -2.0% | 1.85% |
| German DAX 40 | DAX | 1.63% | -2.36% | -21.6% | -13.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.36% | 1.78% | 0.90% | 5.09% |
| Hongkong Hang Seng | HSI | 1.39% | -1.10% | -4.01% | -2.84% |
| India NIFTY 50 | INDA | 3.24% | -5.10% | -2.38% | 7.98% |
| Brasil Bovespa | EWZ | 1.20% | -5.64% | -5.79% | 16.9% |
OVL vs. Sectors OVL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.15% | 0.01% | -8.22% | -12.9% |
| Consumer Discretionary | XLY | 0.32% | -0.94% | -4.60% | -2.27% |
| Consumer Staples | XLP | 3.90% | -1.24% | -7.40% | -0.15% |
| Energy | XLE | 4.88% | 12.8% | 3.70% | 22.1% |
| Financial | XLF | 1.79% | 1.07% | -9.69% | -11.6% |
| Health Care | XLV | 0.48% | 2.75% | -0.40% | 9.33% |
| Industrial | XLI | -0.02% | -1.15% | -2.80% | 1.46% |
| Materials | XLB | 1.01% | 1.39% | 5.32% | 14.6% |
| Real Estate | XLRE | 1.92% | 0.27% | -1.20% | -7.04% |
| Technology | XLK | -2.05% | -2.73% | 1.25% | 3.32% |
| Utilities | XLU | 3.24% | -1.10% | -4.21% | -10.8% |
| Aerospace & Defense | XAR | -0.55% | -7.43% | -15.6% | -15.5% |
| Biotech | XBI | -0.90% | -3.32% | 10.6% | 12.9% |
| Homebuilder | XHB | 1.09% | 1.23% | 12.7% | 18.1% |
| Retail | XRT | 1.97% | -0.48% | 3.48% | 13.8% |