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 +19.62% over the past year and +14.28% YTD, with dividends reinvested. Since Oct. 1, 2019, OVL is up +202.58% in nominal total return, or +17.24%/yr, and is currently −2.32% below its total-return high on Aug. 13, 2026.

Data ending Thu Sep. 17, 2026

Growth of $10,000

Tue 2019-10-01💬 to Thu 2026-09-17 Overall
Return
Exponential
Trendline
OVL
×
+202.58%
+17.24%/yr
+15.33%/yr
R2=0.881
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Thu 2026-09-17 Start
Value
End
Value
OVL
×
$10,000.00
2019-10-01
$30,257.78
2026-09-17

This Year’s Performance

through 2026-09-17

  YTD YoY
OVL
×
+14.28% +19.62%

Drawdowns

  Current
Drawdown
Worst
Drawdown
OVL
×
−2.32%
on 2026-09-17
from 2026-08-13 peak
−35.49%
on 2020-03-20
from 2020-02-19 peak

Rolling Returns

Period ending Thu 2026-09-17 1 yr 2 yr 3 yr 5 yr 10 yr
OVL
×
+19.62% +41.17%
+18.81%/yr
+85.25%
+22.81%/yr
+85.21%
+13.12%/yr

Annual Returns

Year OVL
2026 (YTD) +14.28%
2025 +17.82%
2024 +27.91%
2023 +28.01%
2022 −22.18%
2021 +32.39%
2020 +20.17%
2019 +10.84%