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 +27.22% over the past year and +16.16% YTD, with dividends reinvested. Since Oct. 1, 2019, OVL is up +207.54% in nominal total return, or +17.82%/yr, and is currently at its total-return high.

Data ending Fri Aug. 7, 2026

Growth of $10,000

Tue 2019-10-01💬 to Fri 2026-08-07 Overall
Return
Exponential
Trendline
OVL
×
+207.54%
+17.82%/yr
+15.18%/yr
R2=0.875
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Fri 2026-08-07 Start
Value
End
Value
OVL
×
$10,000.00
2019-10-01
$30,753.61
2026-08-07

This Year’s Performance

through 2026-08-07

  YTD YoY
OVL
×
+16.16% +27.22%

Drawdowns

  Current
Drawdown
Worst
Drawdown
OVL
×

on 2026-08-07
−35.49%
on 2020-03-20
from 2020-02-19 peak

Rolling Returns

Period ending Fri 2026-08-07 1 yr 2 yr 3 yr 5 yr 10 yr
OVL
×
+27.22% +57.13%
+25.35%/yr
+85.70%
+22.91%/yr
+89.06%
+13.58%/yr

Annual Returns

Year OVL
2026 (YTD) +16.16%
2025 +17.82%
2024 +27.91%
2023 +28.01%
2022 −22.18%
2021 +32.39%
2020 +20.17%
2019 +10.84%