OVL:NYE-Overlay Shares Large Cap Equity ETF (USD)

ETF | Others |

Last Closing

USD 46.6374

Change

+0.05 (+0.10)%

Market Cap

N/A

Volume

0.01M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-29 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE Southern Company (The) Series ..

-0.09 (-0.43%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

-0.12 (-0.20%)

USD 36.77B
DFAC Dimensional U.S. Core Equity 2..

-0.03 (-0.09%)

USD 31.99B
DTB DTE Energy Company 2020 Series

-0.05 (-0.24%)

USD 26.58B
JPST JPMorgan Ultra-Short Income ET..

+0.01 (+0.02%)

USD 26.48B
SGOV iShares® 0-3 Month Treasury B..

+0.02 (+0.02%)

USD 26.42B
GBTC Grayscale Bitcoin Trust (BTC)

+2.29 (+4.14%)

USD 14.72B
AVUV Avantis® U.S. Small Cap Value..

-0.70 (-0.73%)

USD 14.31B
JAAA Janus Detroit Street Trust - J..

-0.01 (-0.02%)

USD 13.57B
CGDV Capital Group Dividend Value E..

-0.09 (-0.25%)

USD 11.50B

ETFs Containing OVL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 23.86% 89% A- 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 23.86% 89% A- 82% B
Trailing 12 Months  
Capital Gain 43.44% 89% A- 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 43.44% 89% A- 81% B-
Trailing 5 Years  
Capital Gain 81.84% 76% C+ 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 81.84% 76% C+ 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.59% 93% A 74% C
Dividend Return 17.12% 95% A 77% C+
Total Return 3.53% 89% A- 69% C-
Risk Return Profile  
Volatility (Standard Deviation) 20.97% 15% F 51% F
Risk Adjusted Return 81.65% 88% B+ 90% A-
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.