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Overlay Shares Hedged Large Cap Equity ETF OVLH:NYSE Arca
| Last Price | Today's Change | Today's Volume |  |  | |||
|---|---|---|---|---|---|---|---|
| $34.1563 | -- -- | 1 Below Avg. | |||||
| As of 8:00 pm ET 10/21/2024 | |||||||
- Returns
- Tax Analysis
Cumulative Growth of a $10,000 Investment as of 09/30/2024
OVLH
$13,987Fund
- S&P 500 TR USD$15,266Broad-Based Index
- Large Blend$16,415Morningstar Category
- Best 3 Mo Return +13.4%10/31/23-01/31/24
- Worst 3 Mo Return -11.4%03/31/22-06/30/22
Performance Returns as of 09/30/2024
Total Return
Toggle to chart view| Annualized Trend 1,3,5 Year | Cumulative Returns | Annualized Returns | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Description | YTD | 1 Month | 3 Month | 6 Month | 1 Year | 3 Year | 5 Year | Inception 01/2021 | |
| OVLH Market Price | +16.9% | +1.9% | +5.2% | +8.1% | +27.1% | +7.5% | -- | +9.0% | |
| OVLH NAV | +17.0% | +2.1% | +5.3% | +8.2% | +27.3% | +7.7% | -- | +9.1% | |
| Large Blend Morningstar Category | +19.3% | +1.8% | +5.9% | +8.5% | +32.8% | +10.1% | +14.3% | -- | |
| Large Blend Broad-Based Index | -- | -- | -- | -- | -- | -- | -- | -- | |
| Morningstar US Large-Mid TR USD Best Fit Index | -- | -- | -- | -- | -- | -- | -- | -- | |
OVLH Performance Returns
Performance Returns
For standardized performance information, click the Summary page
Performance Returns
For standardized performance information, click the Summary page
Performance Returns
For standardized performance information, click the Summary page
Performance Returns
For standardized performance information, click the Summary page
Performance Returns
For standardized performance information, click the Summary page
Performance Returns
For standardized performance information, click the Summary page
Performance Returns
For standardized performance information, click the Summary page
Performance Returns
For standardized performance information, click the Summary page
Performance Returns
For standardized performance information, click the Summary page
Performance Returns
For standardized performance information, click the Summary page
Performance Returns
For standardized performance information, click the Summary page
Performance Returns
For standardized performance information, click the Summary page
Performance Returns
For standardized performance information, click the Summary page
Performance Returns
For standardized performance information, click the Summary page
Performance Returns
For standardized performance information, click the Summary page
Performance Returns
For standardized performance information, click the Summary page
Performance Returns
For standardized performance information, click the Summary page
Performance Returns
For standardized performance information, click the Summary page
Performance Returns
For standardized performance information, click the Summary page
Performance Returns
For standardized performance information, click the Summary page
Performance Returns
For standardized performance information, click the Summary page
- Large BlendMorningstar Category
- Large BlendBroad-Based Index
- Morningstar US Large-Mid TR USDBest Fit Index
Rank within Category Total Return % as of 09/30/2024
Morningstar Category
Rank within Category compares this fund's total annual return to that of other funds in the same category, and its figures are not adjusted for load, sales charges, or taxes.
| Cumulative Returns | Annualized Returns | |||||||
|---|---|---|---|---|---|---|---|---|
| Rank | 2024 YTD | 1 Month | 3 Month | 6 Month | 1 Year | 5 Year | 10 Year | |
| Top 25% | ||||||||
| Bottom 25% | ||||||||
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Why are ETFs so popular?
Exchange traded funds have gained the favor of investors because of their low expense ratios, tax efficiency, diversification, trading flexibility and liquidity. They offer a lower relative cost alternative to other vehicles such as stocks and many mutual funds.
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Do ETFs come with a prospectus?
Large-cap companies are generally more mature and the securities issued by these companies may not be able to reach the same levels of growth as the securities issued by small- or mid-cap companies.
- Investors in ETFs should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can view, download, and print a prospectus by selecting the "View Prospectus" link at the top of the page. If there are remaining questions, please call 1-800-435-4000. Please read the prospectus carefully before investing.
- Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).
- Data Source Identification
- Schwab's Financial and Other Relationships with certain ETFs
- Morningstar proprietary ratings reflect historical risk-adjusted performance. For each fund with at least a 3-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar risk-adjusted return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. (Each share class is counted as a fraction of 1 fund within this scale and rated separately, which may cause slight variations in the distribution percentages). The top 10% of the funds in an investment category receive 5 stars, 22.5% receive 4 stars, 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.