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 +14.70% over the past year and +15.08% YTD, with dividends reinvested. Since Oct. 1, 2019, OVL is up +204.68% in nominal total return, or +17.06%/yr, and is currently −2.01% below its total-return high on Oct. 6, 2026.

Data ending Wed Oct. 28, 2026

Growth of $10,000

Tue 2019-10-01💬 to Wed 2026-10-28 Overall
Return 		Exponential
Trendline
OVL × 		+204.68%
+17.06%/yr 		+15.46%/yr
R2=0.887
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Wed 2026-10-28 Start
Value 		End
Value
OVL × 		$10,000.00
2019-10-01 		$30,467.53
2026-10-28

This Year’s Performance

through 2026-10-28

  YTD YoY
OVL × 		+15.08% +14.70%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVL × 		−2.01%
on 2026-10-28
from 2026-10-06 peak 		−35.49%
on 2020-03-20
from 2020-02-19 peak

Rolling Returns

Period ending Wed 2026-10-28 1 yr 2 yr 3 yr 5 yr 10 yr
OVL × 		+14.70% +36.84%
+16.98%/yr 		+107.44%
+27.53%/yr 		+80.31%
+12.51%/yr 		—

Annual Returns

Year OVL
2026 (YTD) +15.08%
2025 +17.82%
2024 +27.91%
2023 +28.01%
2022 −22.18%
2021 +32.39%
2020 +20.17%
2019 +10.84%