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

ETF | Others |

Last Closing

USD 46.864

Change

-0.80 (-1.68)%

Market Cap

N/A

Volume

0.06M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-15 )

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AVUV Avantis® U.S. Small Cap Value..

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JAAA Janus Detroit Street Trust - J..

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CGDV Capital Group Dividend Value E..

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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 24.46% 88% B+ 81% B-
Dividend Return 2.80% 50% F 48% F
Total Return 27.27% 90% A- 82% B
Trailing 12 Months  
Capital Gain 31.63% 87% B+ 79% B-
Dividend Return 3.93% 58% F 52% F
Total Return 35.56% 90% A- 80% B-
Trailing 5 Years  
Capital Gain 76.95% 81% B- 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 76.95% 81% B- 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 13.83% 93% A 74% C
Dividend Return 17.36% 94% A 76% C+
Total Return 3.53% 90% A- 70% C-
Risk Return Profile  
Volatility (Standard Deviation) 21.06% 15% F 52% F
Risk Adjusted Return 82.43% 88% B+ 91% 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.