PortfoliosLab logo
OVCHY vs. V
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between OVCHY and V is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

OVCHY vs. V - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Overseas Chinese Banking Corp Ltd ADR (OVCHY) and Visa Inc. (V). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

OVCHY:

1.13

V:

1.37

Sortino Ratio

OVCHY:

1.65

V:

1.81

Omega Ratio

OVCHY:

1.25

V:

1.27

Calmar Ratio

OVCHY:

1.27

V:

1.94

Martin Ratio

OVCHY:

6.08

V:

6.80

Ulcer Index

OVCHY:

4.06%

V:

4.27%

Daily Std Dev

OVCHY:

21.51%

V:

22.03%

Max Drawdown

OVCHY:

-45.11%

V:

-51.90%

Current Drawdown

OVCHY:

-3.08%

V:

-3.90%

Fundamentals

Market Cap

OVCHY:

$56.70B

V:

$677.27B

EPS

OVCHY:

$2.56

V:

$9.93

PE Ratio

OVCHY:

9.71

V:

35.60

PEG Ratio

OVCHY:

3.76

V:

2.32

PS Ratio

OVCHY:

4.11

V:

18.00

PB Ratio

OVCHY:

1.17

V:

18.23

Total Revenue (TTM)

OVCHY:

$20.83B

V:

$37.62B

Gross Profit (TTM)

OVCHY:

$7.01B

V:

$30.13B

EBITDA (TTM)

OVCHY:

$4.91B

V:

$25.84B

Returns By Period

In the year-to-date period, OVCHY achieves a 5.33% return, which is significantly lower than V's 12.24% return.


OVCHY

YTD

5.33%

1M

6.57%

6M

5.61%

1Y

24.38%

3Y*

20.94%

5Y*

22.03%

10Y*

N/A

V

YTD

12.24%

1M

5.66%

6M

14.46%

1Y

29.74%

3Y*

21.31%

5Y*

13.93%

10Y*

18.65%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Visa Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

OVCHY vs. V — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OVCHY
The Risk-Adjusted Performance Rank of OVCHY is 8585
Overall Rank
The Sharpe Ratio Rank of OVCHY is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of OVCHY is 8080
Sortino Ratio Rank
The Omega Ratio Rank of OVCHY is 8383
Omega Ratio Rank
The Calmar Ratio Rank of OVCHY is 8787
Calmar Ratio Rank
The Martin Ratio Rank of OVCHY is 8989
Martin Ratio Rank

V
The Risk-Adjusted Performance Rank of V is 8888
Overall Rank
The Sharpe Ratio Rank of V is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of V is 8383
Sortino Ratio Rank
The Omega Ratio Rank of V is 8585
Omega Ratio Rank
The Calmar Ratio Rank of V is 9292
Calmar Ratio Rank
The Martin Ratio Rank of V is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

OVCHY vs. V - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Overseas Chinese Banking Corp Ltd ADR (OVCHY) and Visa Inc. (V). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current OVCHY Sharpe Ratio is 1.13, which is comparable to the V Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of OVCHY and V, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

OVCHY vs. V - Dividend Comparison

OVCHY's dividend yield for the trailing twelve months is around 6.10%, more than V's 0.65% yield.


TTM20242023202220212020201920182017201620152014
OVCHY
Overseas Chinese Banking Corp Ltd ADR
6.10%5.28%6.00%4.51%3.58%4.17%4.29%3.46%2.83%4.32%4.18%0.00%
V
Visa Inc.
0.65%0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%

Drawdowns

OVCHY vs. V - Drawdown Comparison

The maximum OVCHY drawdown since its inception was -45.11%, smaller than the maximum V drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for OVCHY and V.


Loading data...

Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

OVCHY vs. V - Volatility Comparison

Overseas Chinese Banking Corp Ltd ADR (OVCHY) has a higher volatility of 6.85% compared to Visa Inc. (V) at 4.31%. This indicates that OVCHY's price experiences larger fluctuations and is considered to be riskier than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...

Financials

OVCHY vs. V - Financials Comparison

This section allows you to compare key financial metrics between Overseas Chinese Banking Corp Ltd ADR and Visa Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


2.00B4.00B6.00B8.00B10.00B20212022202320242025
3.66B
9.59B
(OVCHY) Total Revenue
(V) Total Revenue
Values in USD except per share items