OVT Performance & Benchmarks - 6.2% in 12m
The Total Return for 3m is 3.7%, for 6m 2.9% and YTD 4.3%. Compare with Peer-Group: Short-Term Bond
Performance Rating
35.63%
#46 in Peer-Group
Rel. Strength
45.30%
#4208 in Stock-Universe
Total Return 12m
6.23%
#7 in Peer-Group
Total Return 5y
11.26%
#18 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 22.13 USD |
| 52 Week Low | 20.77 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 89.34 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: OVT (6.2%) vs TLT (-7%)
5y Drawdown (Underwater) Chart
Top Performer in Short-Term Bond
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| OVT | 0.59% | 1.42% | 3.66% |
| JSI | 0.86% | 0.97% | 2.75% |
| BBBS | 0.66% | 1.01% | 2.44% |
| IGSB | 0.64% | 0.98% | 2.28% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| OVT | 2.87% | 6.23% | 11.3% |
| JSI | 3.82% | 6.82% | 16.4% |
| EVSD | 3.71% | 6.41% | 8.40% |
| BBBS | 3.86% | 5.93% | 9.65% |
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 |
|---|---|---|---|---|---|---|---|---|
| NEAR BATS iShares Short Maturity Bond |
0.91% | 5.65% | 18.9% | - | - | - | - | - |
| USTB NASDAQ VictoryShares USAA Core |
0.74% | 5.67% | 16.9% | - | - | - | - | - |
| CGSD NYSE ARCA Capital Short Duration |
0.72% | 5.53% | 16.6% | - | - | - | - | - |
| DCRE NYSE ARCA Doubleline Trust |
0.64% | 5.94% | 16.8% | - | - | - | - | - |
| JPLD BATS J P Morgan Exchange-Traded |
0.79% | 5.34% | 14.1% | - | - | - | - | - |
| STOT BATS SPDR DoubleLine Short |
0.65% | 4.94% | 12.5% | - | - | - | - | - |
| JSI NYSE ARCA Janus Detroit Street Trust |
0.97% | 6.82% | 16.4% | - | - | - | - | - |
| FSIG NYSE ARCA First Trust Exchange-Traded |
1.07% | 5.29% | 10.4% | - | - | - | - | - |
Performance Comparison: OVT vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for OVT
| Total Return (including Dividends) | OVT | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 1.42% | 2.62% | 1.69% |
| 3 Months | 3.66% | 2.08% | 12.34% |
| 12 Months | 6.23% | -7.02% | 23.51% |
| 5 Years | 11.26% | -40.56% | 102.76% |
| Trend Stabilty (consistency of price movement) | OVT | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 90.2% | 42.9% | 68.6% |
| 3 Months | 97.9% | 38.6% | 96.5% |
| 12 Months | 63% | -70.5% | 50.2% |
| 5 Years | 44.3% | -87.9% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 98 %th | -1.17% | -0.26% |
| 3 Month | 98 %th | 1.54% | -7.73% |
| 12 Month | 88 %th | 14.24% | -13.99% |
| 5 Years | 50 %th | 67.06% | -37.83% |
FAQs
Does Listed Funds Trust (OVT) outperform the market?
Yes,
over the last 12 months OVT made 6.23%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -7.02%.
Over the last 3 months OVT made 3.66%, while TLT made 2.08%.
Performance Comparison OVT vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
OVT vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.5% | -0.3% | -2.6% | -17% |
| US NASDAQ 100 | QQQ | 1.3% | -0.8% | -5% | -24% |
| German DAX 40 | DAX | 1.5% | 2.7% | -7.1% | -30% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.9% | -1.9% | -5.6% | -16% |
| Hongkong Hang Seng | HSI | 2.5% | -2.8% | -25.4% | -35% |
| India NIFTY 50 | INDA | 2% | 6.6% | 0.8% | 10% |
| Brasil Bovespa | EWZ | -1% | 7.3% | -4.9% | -1% |
OVT vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.5% | 0.3% | -2.2% | -27% |
| Consumer Discretionary | XLY | 3.9% | 1.3% | 8.1% | -23% |
| Consumer Staples | XLP | 0.7% | 3.3% | -0.8% | -0% |
| Energy | XLE | 3.6% | 2.3% | 6.5% | 4% |
| Financial | XLF | 2.8% | 2.9% | 0.7% | -23% |
| Health Care | XLV | 2.3% | 2.4% | 11.6% | 14% |
| Industrial | XLI | 2.8% | -0.1% | -8.1% | -21% |
| Materials | XLB | 4.1% | 4.3% | 3.3% | 4% |
| Real Estate | XLRE | 1.6% | 1% | 0.6% | 0% |
| Technology | XLK | 1.3% | -1.5% | -11.1% | -27% |
| Utilities | XLU | -3.8% | -5.1% | -11.2% | -18% |
| Aerospace & Defense | XAR | 2.1% | -2% | -21.5% | -49% |
| Biotech | XBI | 0.3% | -2.5% | 9.1% | 13% |
| Homebuilder | XHB | 1.4% | -3.1% | 3.1% | 7% |
| Retail | XRT | 3.2% | 2% | 2.7% | -5% |
OVT vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 2% | 1.90% | 4.68% | 2% |
| Natural Gas | UNG | 5.8% | 15.7% | 27% | 6% |
| Gold | GLD | -1.2% | 0.3% | -15.6% | -34% |
| Silver | SLV | 2.5% | -0.2% | -13.4% | -30% |
| Copper | CPER | 20.9% | 12.4% | 2% | -4% |
OVT vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.4% | -1.2% | 1.1% | 13% |
| iShares High Yield Corp. Bond | HYG | 0.3% | 0.7% | -1.1% | -4% |