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 +22.87% over the past year and +11.30% YTD, with dividends reinvested. Since Oct. 1, 2019, OVL is up +194.68% in nominal total return, or +17.25%/yr, and is currently −2.61% below its total-return high on Jun. 2, 2026.

Data ending Fri Jul. 17, 2026

Growth of $10,000

Tue 2019-10-01💬 to Fri 2026-07-17 Overall
Return 		Exponential
Trendline
OVL × 		+194.68%
+17.25%/yr 		+15.10%/yr
R2=0.872
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Fri 2026-07-17 Start
Value 		End
Value
OVL × 		$10,000.00
2019-10-01 		$29,468.34
2026-07-17

This Year’s Performance

through 2026-07-17

  YTD YoY
OVL × 		+11.30% +22.87%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVL × 		−2.61%
on 2026-07-17
from 2026-06-02 peak 		−35.49%
on 2020-03-20
from 2020-02-19 peak

Rolling Returns

Period ending Fri 2026-07-17 1 yr 2 yr 3 yr 5 yr 10 yr
OVL × 		+22.87% +38.27%
+17.59%/yr 		+77.71%
+21.13%/yr 		+86.38%
+13.26%/yr 		—

Annual Returns

Year OVL
2026 (YTD) +11.30%
2025 +17.82%
2024 +27.91%
2023 +28.01%
2022 −22.18%
2021 +32.39%
2020 +20.17%
2019 +10.84%