(OVLH) Overlay Shares Hedged - Performance 11.3% in 12m
OVLH performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
58.50%
#8 in Peer-Group
Rel. Strength
60.06%
#3039 in Stock-Universe
Total Return 12m
11.34%
#4 in Peer-Group
Total Return 5y
47.27%
#10 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 36.13 USD |
| 52 Week Low | 31.31 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 38.71 |
| Buy/Sell Signal +-5 | -1.58 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: OVLH (11.3%) vs SPY (10.3%)
5y Drawdown (Underwater) Chart
Top Performer in Equity Hedged
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 |
|---|---|---|---|---|---|---|---|---|
| NUSI NYSE ARCA NEOS Trust |
1.45% | 114% | 172% | - | - | - | - | - |
| NUSI NASDAQ NEOS Trust |
1.45% | 114% | 172% | - | - | - | - | - |
| ACIO BATS Aptus Collared Income |
0.12% | 7.94% | 67.3% | - | - | - | - | - |
| HEGD BATS Swan Hedged Equity US Large |
0.17% | 7.79% | 41.4% | - | - | - | - | - |
| MRSK NYSE ARCA Northern Lights Fund Trust |
0.23% | 2.97% | 53% | - | - | - | - | - |
| CAOS BATS EA Series Trust - Alpha |
0.6% | 4.89% | 15.6% | - | - | - | - | - |
| HEQT NYSE ARCA Simplify Exchange Traded |
1.15% | 8.77% | 31.7% | - | - | - | - | - |
| HELO NYSE ARCA J.P. Morgan Exchange-Traded |
0.34% | 6.52% | 25.2% | - | - | - | - | - |
Performance Comparison: OVLH vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for OVLH
| Total Return (including Dividends) | OVLH | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.17% | 0.44% | 0.44% |
| 3 Months | 7.91% | 6.81% | 6.81% |
| 12 Months | 11.34% | 10.31% | 10.31% |
| 5 Years | 47.27% | 105.96% | 105.96% |
| Trend Score (consistency of price movement) | OVLH | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 82.2% | 83% | 83% |
| 3 Months | 90.4% | 77.5% | 77.5% |
| 12 Months | 66.3% | 43.1% | 43.1% |
| 5 Years | 68.5% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #20 | -0.26% | -0.26% |
| 3 Month | #4 | 1.03% | 1.03% |
| 12 Month | #4 | 0.94% | 0.94% |
| 5 Years | #18 | -12.80% | -12.80% |
FAQs
Does Overlay Shares Hedged (OVLH) outperform the market?
Yes,
over the last 12 months OVLH made 11.34%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.31%.
Over the last 3 months OVLH made 7.91%, while SPY made 6.81%.
Performance Comparison OVLH vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
OVLH vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.1% | -0.3% | 1.9% | 1% |
| US NASDAQ 100 | QQQ | 0.1% | -1.2% | 1.7% | 2% |
| German DAX 40 | DAX | 2.1% | 2.8% | -10.3% | -17% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0% | 0.5% | 3.6% | 0% |
| Hongkong Hang Seng | HSI | 1.1% | -3.7% | -15.2% | -15% |
| India NIFTY 50 | INDA | 2.2% | 2% | 4.1% | 14% |
| Brasil Bovespa | EWZ | -1.9% | -1.3% | -23.3% | 1% |
OVLH vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.4% | -1.4% | -2.1% | -13% |
| Consumer Discretionary | XLY | 1.4% | 3.3% | 12% | -6% |
| Consumer Staples | XLP | 0.7% | 2.5% | 2.9% | 5% |
| Energy | XLE | -2.6% | -4.2% | -2.1% | 9% |
| Financial | XLF | 1% | 2.9% | -1.8% | -12% |
| Health Care | XLV | 1.3% | 1% | 6.6% | 19% |
| Industrial | XLI | 0.8% | 1.6% | -3.8% | -6% |
| Materials | XLB | 0.6% | 0.5% | 1.6% | 12% |
| Real Estate | XLRE | -0.2% | 0.8% | 0% | -1% |
| Technology | XLK | -1.1% | -2.8% | 0.1% | 6% |
| Utilities | XLU | -0.1% | 2.6% | -4.8% | -9% |
| Aerospace & Defense | XAR | 0.5% | -4.1% | -17.2% | -29% |
| Biotech | XBI | 1.5% | -3.5% | 12.5% | 19% |
| Homebuilder | XHB | 2.8% | 6.7% | 16.8% | 22% |
| Retail | XRT | 1.6% | 0.1% | 8.6% | 9% |
OVLH vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -10.5% | -19.9% | -8.35% | 7% |
| Natural Gas | UNG | -13.9% | -15.4% | -19.9% | 21% |
| Gold | GLD | -1.2% | -3.9% | -25.2% | -33% |
| Silver | SLV | -1.5% | -12.9% | -19.5% | -12% |
| Copper | CPER | -1.7% | -4.2% | -14% | 2% |
OVLH vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.2% | -0.9% | 5.5% | 16% |
| iShares High Yield Corp. Bond | HYG | -0.6% | -0.5% | 0.2% | 2% |