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ISIN
US6903331097

Highlights

Market Cap
$87.74B
Enterprise Value
$87.53B
EPS (TTM)
SGD 4.85
PE Ratio
10.29
PEG Ratio
0.91
Total Revenue (TTM)
SGD 26.07B
Gross Profit (TTM)
SGD 26.07B
EBITDA (TTM)
SGD 13.10B
Year Range
$24.60 - $40.19
ROA (TTM)
1.62%
ROE (TTM)
17.78%

Share Price Chart


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Performance

OVCHY Performance Chart

Overseas Chinese Banking Corp Ltd ADR (OVCHY) is up 28.2% since the beginning of the year. At $39 per share, OVCHY is trading 3.8% below its 52-week high of $40. Investors who bought $1,000 worth of OVCHY shares 5 years ago would now be looking at an investment worth $2,878.


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S&P 500 Index

Returns By Period

Overseas Chinese Banking Corp Ltd ADR (OVCHY) has returned 28.20% so far this year and 58.86% over the past 12 months. Looking at the last ten years, OVCHY has achieved an annualized return of 17.68%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.


Overseas Chinese Banking Corp Ltd ADR

1D
-1.13%
1M
5.08%
YTD
28.20%
6M
29.58%
1Y
58.86%
3Y*
36.65%
5Y*
23.54%
10Y*
17.68%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

OVCHY Monthly Returns History

Based on dividend-adjusted daily data since Jan 12, 2010, OVCHY's average daily return is +0.06%, while the average monthly return is +1.14%. At this rate, an investment would double in approximately 5.1 years.

Historically, 55% of months were positive and 45% were negative. The best month was Mar 2010 with a return of +30.8%, while the worst month was Nov 2011 at -22.6%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.

On a daily basis, OVCHY closed higher 35% of trading days. The best single day was Mar 10, 2010 with a return of +26.7%, while the worst single day was Nov 28, 2011 at -22.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20267.95%0.99%1.36%3.46%6.48%5.31%28.20%
20253.61%-0.79%1.03%0.20%1.42%2.44%0.94%3.05%-2.23%2.91%9.60%7.99%33.93%
20241.17%-3.28%4.17%3.45%6.51%-1.12%4.73%3.50%7.30%-7.35%7.39%3.53%33.06%
20239.05%-4.87%-0.43%2.25%-2.92%0.78%10.81%-5.42%3.32%-3.42%2.73%4.09%15.54%
20229.92%-6.61%4.72%-2.20%-1.16%-4.83%3.97%2.82%-4.39%4.95%5.36%-0.03%11.75%
20212.13%5.73%6.79%5.22%3.59%-5.22%1.61%-5.19%-1.06%4.99%-7.76%3.93%14.29%

Benchmark Metrics

Overseas Chinese Banking Corp Ltd ADR has an annualized alpha of 8.92%, beta of 0.46, and R2 of 0.10 versus S&P 500 Index. Calculated based on daily prices since January 12, 2010.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (72.64%) than losses (63.13%) - typical of diversified or defensive assets.
  • Beta of 0.46 may look defensive, but with R2 of 0.10 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R2 of 0.10 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
8.92%
Beta
0.46
0.10
Upside Capture
72.64%
Downside Capture
63.13%

Return for Risk

Risk / Return Rank

OVCHY ranks 94 for risk / return — in the top 94% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


OVCHY Risk / Return Rank: 9494
Overall Rank
OVCHY Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
OVCHY Sortino Ratio Rank: 9393
Sortino Ratio Rank
OVCHY Omega Ratio Rank: 9292
Omega Ratio Rank
OVCHY Calmar Ratio Rank: 9696
Calmar Ratio Rank
OVCHY Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Overseas Chinese Banking Corp Ltd ADR (OVCHY) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


OVCHYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.70

Sortino ratioReturn per unit of downside risk

+0.81

Omega ratioGain probability vs. loss probability

1.47

1.37

+0.10

Calmar ratioReturn relative to maximum drawdown

7.36

2.78

+4.58

Martin ratioReturn relative to average drawdown

19.09

12.44

+6.65

Dividends

Dividend History

Overseas Chinese Banking Corp Ltd ADR provided a 3.98% dividend yield over the last twelve months, with an annual payout of $1.54 per share. The company has been increasing its dividends for 4 consecutive years.


3.00%4.00%5.00%6.00%7.00%8.00%$0.00$0.50$1.00$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.54$1.48$1.29$1.19$0.82$0.57$0.58$0.62$0.51$0.73$0.99$0.46

Dividend yield

3.98%4.78%5.25%6.07%4.55%3.35%3.79%3.83%3.08%3.93%8.07%3.64%

Monthly Dividends

The table displays the monthly dividend distributions for Overseas Chinese Banking Corp Ltd ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.91$0.00$0.00$0.91
2025$0.00$0.00$0.00$0.85$0.00$0.00$0.00$0.63$0.00$0.00$0.00$0.00$1.48
2024$0.00$0.00$0.00$0.00$0.62$0.00$0.00$0.66$0.00$0.00$0.00$0.00$1.29
2023$0.00$0.00$0.00$0.00$0.59$0.00$0.00$0.60$0.00$0.00$0.00$0.00$1.19
2022$0.00$0.00$0.00$0.00$0.42$0.00$0.00$0.41$0.00$0.00$0.00$0.00$0.82
2021$0.00$0.00$0.00$0.00$0.24$0.00$0.00$0.33$0.00$0.00$0.00$0.00$0.57

Dividend Yield & Payout


Dividend Yield

Overseas Chinese Banking Corp Ltd ADR has a dividend yield of 3.98%, which is quite average when compared to the overall market.

Payout Ratio

Overseas Chinese Banking Corp Ltd ADR has a payout ratio of 77.86%, which is quite average when compared to the overall market. This suggests that Overseas Chinese Banking Corp Ltd ADR strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Overseas Chinese Banking Corp Ltd ADR. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Overseas Chinese Banking Corp Ltd ADR was 45.62%, occurring on Mar 23, 2020. Recovery took 284 trading sessions.

The current Overseas Chinese Banking Corp Ltd ADR drawdown is 1.13%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-45.62%Mar 2020
1y 10mo1y 1mo
3y 5dMay 2018 - May 2021
2016 bear market2016
-36.90%Feb 2016
1y 4mo1y 3mo
2y 7moOct 2014 - May 2017
2011 bear market2011
-27.73%Dec 2011
4mo 24d1y 1mo
1y 6moAug 2011 - Feb 2013
2010 bear market2010
-23.53%Jan 2010
2d2mo
2mo 2dJan 2010 - Mar 2010
Bear market2022
-18.37%Jul 2022
4mo 27d6mo 3d
11moFeb 2022 - Jan 2023

Drawdown Indicators


OVCHYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-45.62%

-56.78%

+11.16%

Max Drawdown (1Y)

Largest decline over 1 year

-8.04%

-9.10%

+1.06%

Max Drawdown (3Y)

Largest decline over 3 years

-17.96%

-18.90%

+0.94%

Max Drawdown (5Y)

Largest decline over 5 years

-18.37%

-25.43%

+7.06%

Max Drawdown (10Y)

Largest decline over 10 years

-45.62%

-33.92%

-11.70%

Current Drawdown

Current decline from peak

-1.13%

-1.80%

+0.67%

Average Drawdown

Average peak-to-trough decline

-9.88%

-10.71%

+0.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.10%

2.03%

+1.07%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Overseas Chinese Banking Corp Ltd ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Overseas Chinese Banking Corp Ltd ADR is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for OVCHY, comparing it with other companies in the Banks - Regional industry. Currently, OVCHY has a P/E ratio of 10.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for OVCHY compared to other companies in the Banks - Regional industry. OVCHY currently has a PEG ratio of 0.9. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for OVCHY relative to other companies in the Banks - Regional industry. Currently, OVCHY has a P/S ratio of 4.3. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for OVCHY in comparison with other companies in the Banks - Regional industry. Currently, OVCHY has a P/B value of 1.8. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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