OVL Performance & Benchmarks - 15% in 12m
The Total Return for 3m is 12.7%, for 6m 3% and YTD 5.5%. Compare with Peer-Group: Large Blend
Performance Rating
67.28%
#80 in Peer-Group
Rel. Strength
64.58%
#2723 in Stock-Universe
Total Return 12m
15.02%
#95 in Peer-Group
Total Return 5y
106.05%
#17 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 49.81 USD |
| 52 Week Low | 37.86 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 23.17 |
| Buy/Sell Signal +-5 | -1.29 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: OVL (15%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in Large Blend
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| OVL | -2.85% | 0.98% | 12.7% |
| NETZ | 0.53% | 7.88% | 28.4% |
| HCMT | -4.13% | 2.06% | 23.1% |
| SAMT | -1.40% | 3.95% | 17.5% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| OVL | 3.04% | 15% | 106% |
| NETZ | 22.0% | 40.9% | 93.9% |
| GDE | 19.5% | 45.9% | 104% |
| SPMO | 13.7% | 35.0% | 152% |
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 |
2.25% | 35% | 152% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
3.22% | 18.1% | 159% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
1.19% | 15.8% | 156% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
-0.17% | 17.3% | 110% | - | - | - | - | - |
| OMFL BATS Oppenheimer Russell 1000 |
-0.4% | 15.8% | 101% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.65% | 13.8% | 101% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
1.06% | 16.4% | 115% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
0.58% | 17.5% | 111% | - | - | - | - | - |
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 | 0.98% | 0.66% | 0.66% |
| 3 Months | 12.74% | 11.66% | 11.66% |
| 12 Months | 15.02% | 15.92% | 15.92% |
| 5 Years | 106.05% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | OVL | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 66.2% | 66.4% | 66.4% |
| 3 Months | 96.7% | 96.6% | 96.6% |
| 12 Months | 35.9% | 50% | 50% |
| 5 Years | 79.9% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 82 %th | 0.32% | 0.32% |
| 3 Month | 87 %th | 0.97% | 0.97% |
| 12 Month | 58 %th | -0.78% | -0.78% |
| 5 Years | 86 %th | 1.46% | 1.46% |
FAQs
Does Overlay Shares Large (OVL) outperform the market?
No,
over the last 12 months OVL made 15.02%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months OVL made 12.74%, while SPY made 11.66%.
Performance Comparison OVL vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
OVL vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.4% | 0.3% | -1.6% | -1% |
| US NASDAQ 100 | QQQ | -0.6% | -0.3% | -4.1% | -6% |
| German DAX 40 | DAX | 0.4% | 2.1% | -5.9% | -14% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.3% | -1.7% | -5.9% | -6% |
| Hongkong Hang Seng | HSI | -0.6% | -1.1% | -24.3% | -24% |
| India NIFTY 50 | INDA | -0.8% | 6.6% | -0.5% | 22% |
| Brasil Bovespa | EWZ | -1.8% | 8.4% | -3.9% | 11% |
OVL vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.5% | 2.5% | -1% | -10% |
| Consumer Discretionary | XLY | 1.1% | 2% | 8.3% | -4% |
| Consumer Staples | XLP | -1.2% | 3.2% | 0.7% | 10% |
| Energy | XLE | -1.1% | 0.8% | 4.4% | 18% |
| Financial | XLF | 1% | 3.4% | 2.1% | -6% |
| Health Care | XLV | 1.1% | 5.1% | 13.3% | 27% |
| Industrial | XLI | 0.5% | -0.2% | -6.9% | -6% |
| Materials | XLB | 3.3% | 4.7% | 4.5% | 19% |
| Real Estate | XLRE | 0.7% | 2% | 1.6% | 13% |
| Technology | XLK | -1% | -1.5% | -10.2% | -8% |
| Utilities | XLU | -4.4% | -3.7% | -8.1% | -4% |
| Aerospace & Defense | XAR | -0% | -3.1% | -19.7% | -31% |
| Biotech | XBI | -0.9% | -2.5% | 9% | 28% |
| Homebuilder | XHB | -0.3% | -0.2% | 4.3% | 24% |
| Retail | XRT | 1.9% | 2.9% | 3.8% | 12% |
OVL vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.3% | -3.79% | 3.50% | 13% |
| Natural Gas | UNG | -1.3% | 10.8% | 25.8% | 11% |
| Gold | GLD | -3.4% | 0.5% | -15.9% | -22% |
| Silver | SLV | 0.2% | -1.7% | -14.1% | -14% |
| Copper | CPER | 20.2% | 13.7% | 1.5% | 7% |
OVL vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4.5% | 1.3% | 1.6% | 19% |
| iShares High Yield Corp. Bond | HYG | -2.2% | 1.2% | -0.3% | 7% |