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 +20.37% over the past year and +17.17% YTD, with dividends reinvested. Since Oct. 1, 2019, OVL is up +210.22% in nominal total return, or +17.51%/yr, and is currently −0.22% below its total-return high on Oct. 6, 2026.

Data ending Wed Oct. 7, 2026

Growth of $10,000

Tue 2019-10-01💬 to Wed 2026-10-07 Overall
Return
Exponential
Trendline
OVL
×
+210.22%
+17.51%/yr
+15.40%/yr
R2=0.884
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Wed 2026-10-07 Start
Value
End
Value
OVL
×
$10,000.00
2019-10-01
$31,021.68
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
OVL
×
+17.17% +20.37%

Drawdowns

  Current
Drawdown
Worst
Drawdown
OVL
×
−0.22%
on 2026-10-07
from 2026-10-06 peak
−35.49%
on 2020-03-20
from 2020-02-19 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
OVL
×
+20.37% +42.40%
+19.33%/yr
+97.87%
+25.54%/yr
+92.31%
+13.97%/yr
—

Annual Returns

Year OVL
2026 (YTD) +17.17%
2025 +17.82%
2024 +27.91%
2023 +28.01%
2022 −22.18%
2021 +32.39%
2020 +20.17%
2019 +10.84%