- ~80% of stocks in OUSM increased their dividends in the past year vs. ~55% for Russell 2000 Value dividend paying stocks.
- Energy, Real Estate, Communication Services, Health Care & Consumer Discretionary are the sectors with biggest proportion of companies that cut dividends.
- Stocks of companies in OUSM experienced proportionately less dividend cuts in all sectors vs. Value.
Source: Bloomberg Finance L.P., data as of 06/30/2021. Russell 2000 Value Index: Russell 2000 Value Index measures the performance of those Russell 2000 companies with lower price-to-book ratios and lower forecasted growth values.
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Past performance does not guarantee future results. Investors cannot directly invest in an index.
Aside from the global pandemic, OUSM suffered only 2 pullbacks greater than 10% in the past 3 years. Investors waiting for a pullback to invest could have missed big returns. 10% annualized 3-year return: OUSM generated a cumulative return of 33% for the 3-year period...
Hidden Dangers of the Value Rotation Value stocks are those that appear to trade at a low price relative to their fundamentals. They tend to exhibit characteristics such as low price-to-earnings-ratio, low price-to-book ratio or high dividend yields. Value investors...
OUSM has outperformed Value with less risk. OUSM has provided better downside protection than Value. OUSM vs. Value Upside/Downside Capture – Since Inception (12/30/2016) S/I Volatility Upside Downside Up/Down Ratio OUSM 9.95% 21.83% 81% 90% 0.90 Value 9.14% 26.79%...
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