All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

OVL: Total Return Chart (with Dividends Reinvested)

OVL total return snapshot: OVL returned +22.94% over the past year and +15.23% YTD, with dividends reinvested. Since Oct. 1, 2019, OVL is up +205.08% in nominal total return, or +17.52%/yr, and is currently −1.51% below its total-return high on Aug. 13, 2026.

Data ending Fri Aug. 28, 2026

Growth of $10,000

Tue 2019-10-01💬 to Fri 2026-08-28 Overall
Return 		Exponential
Trendline
OVL × 		+205.08%
+17.52%/yr 		+15.27%/yr
R2=0.878
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Fri 2026-08-28 Start
Value 		End
Value
OVL × 		$10,000.00
2019-10-01 		$30,508.46
2026-08-28

This Year’s Performance

through 2026-08-28

  YTD YoY
OVL × 		+15.23% +22.94%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVL × 		−1.51%
on 2026-08-28
from 2026-08-13 peak 		−35.49%
on 2020-03-20
from 2020-02-19 peak

Rolling Returns

Period ending Fri 2026-08-28 1 yr 2 yr 3 yr 5 yr 10 yr
OVL × 		+22.94% +43.08%
+19.62%/yr 		+87.97%
+23.41%/yr 		+83.85%
+12.95%/yr 		—

Annual Returns

Year OVL
2026 (YTD) +15.23%
2025 +17.82%
2024 +27.91%
2023 +28.01%
2022 −22.18%
2021 +32.39%
2020 +20.17%
2019 +10.84%