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OVLY vs NPCT

Comparison between Oak Valley Bancorp (OVLY, Company) and Nuveen Core Plus Impact Fund (NPCT, Company).

Both OVLY and NPCT are from the Financial Services sector.

5-Year PerformanceOVLY has outperformed NPCT, delivering a return of +15.3% compared to -3.2%

OVLY vs NPCT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
OVLY
$281M
Winner
NPCT
$282M
Max Drawdown
OVLY
86.64%
Winner
NPCT
56.92%
Sharpe Ratio
Winner
OVLY
1.03
NPCT
-0.38
5Y Beta
OVLY
0.76
Winner
NPCT
0.30
Industry
OVLY
Banks - Regional
NPCT
Asset Management
P/E Ratio
OVLY
11.73
Winner
NPCT
10.98
Forward P/E
OVLY
10.45
NPCT
N/A
PEG Ratio
OVLY
0.00
NPCT
N/A
Dividend Yield
OVLY
2.26%
NPCT
N/A
5Y Dividends CAGR
OVLY
20.93%
Winner
NPCT
44.78%
5Y EPS CAGR
OVLY
11.84%
NPCT
N/A
Debt to Equity
Winner
OVLY
0.00%
NPCT
35.36%
Free Cash Flow Yield
OVLY
9.10%
Winner
NPCT
14.34%
P/S Ratio
Winner
OVLY
3.39
NPCT
10.70
P/B Ratio
OVLY
1.31
Winner
NPCT
0.87

OVLY vs NPCT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OVLY
-0.12%
NPCT
-0.81%
3M
Winner
OVLY
+1.54%
NPCT
-3.66%
6M
Winner
OVLY
+1.15%
NPCT
-1.54%
1Y
Winner
OVLY
+23.04%
NPCT
+0.43%
5Y(CAGR)
Winner
OVLY
+15.26%
NPCT
-3.16%
10Y(CAGR)
OVLY
+14.80%
NPCT
N/A
Max(CAGR)
Winner
OVLY
+6.73%
NPCT
-3.05%

OVLY vs NPCT - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearOVLYNPCT
2026+14.34%+3.03%
2025+11.72%+8.80%
2024+1.07%+16.81%
2023+33.39%+6.75%
2022+33.51%-37.11%
2021+8.64%-4.98%
2020-12.29%N/A
2019+5.25%N/A
2018-8.05%N/A
2017+58.97%N/A
2016+27.96%N/A
2015+1.54%N/A
2014+18.64%N/A
2013+2.20%N/A
2012+10.37%N/A
2011+15.38%N/A
2010+35.02%N/A
2009-3.12%N/A
2008-24.16%N/A
2007-35.54%N/A
2006-43.85%N/A
2005+8.17%N/A
2004+116.12%N/A
2003+2.61%N/A

OVLY vs NPCT Drawdown Comparison

The maximum drawdown for OVLY was -85.83%, occurring on Apr 14, 2009. Recovery took 3270 trading sessions.

The maximum drawdown for NPCT was -46.74%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current OVLY drawdown is -4.28%. The current NPCT drawdown is -16.37%.

RankOVLYNPCT
#1-85.83%
Jan 11, 2005 - Jan 8, 2018
-46.74%
Jul 16, 2021 - Oct 19, 2023
#2-51.81%
Jan 10, 2018 - Dec 13, 2022
-4.50%
Apr 28, 2021 - Jul 12, 2021
#3-26.31%
Dec 10, 2024 - Dec 18, 2025
N/A
#4-23.12%
Dec 28, 2023 - Nov 6, 2024
N/A
#5-17.41%
Feb 24, 2023 - Jul 24, 2023
N/A
#6-16.00%
Nov 18, 2004 - Dec 14, 2004
N/A
#7-14.47%
Apr 27, 2004 - Aug 2, 2004
N/A
#8-13.44%
Jul 26, 2023 - Dec 11, 2023
N/A
#9-8.99%
Feb 20, 2026 - Apr 8, 2026
N/A
#10-8.01%
Apr 20, 2026 - Jul 23, 2026
N/A
#11-7.84%
Mar 31, 2004 - Apr 8, 2004
N/A
#12-7.01%
Aug 2, 2004 - Nov 9, 2004
N/A
#13-6.90%
Dec 13, 2022 - Dec 27, 2022
N/A
#14-5.56%
Mar 5, 2004 - Mar 31, 2004
N/A
#15-5.12%
Nov 6, 2024 - Nov 22, 2024
N/A

Correlation

Correlation between OVLY and NPCT is 0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

0.01
-101

Dividend Comparison (2004 - 2026)

OVLY vs NPCT dividend yield comparison.

YearOVLYNPCT
20262.26%6.86%
20252.00%13.15%
20241.54%12.20%
20231.07%10.28%
20221.32%11.93%
20211.67%3.94%
20201.68%0.00%
20191.39%0.00%
20181.42%0.00%
20171.28%0.00%
20161.91%0.00%
20152.02%0.00%
20141.62%0.00%
20090.57%0.00%
20081.25%0.00%
20072.30%0.00%
20061.46%0.00%
20051.06%0.00%
20040.87%0.00%

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