All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

OVS: Total Return Chart (with Dividends Reinvested)

OVS total return snapshot: OVS returned +33.95% over the past year and +24.92% YTD, with dividends reinvested. Since Oct. 1, 2019, OVS is up +124.81% in nominal total return, or +12.48%/yr, and is currently −2.40% below its total-return high on Aug. 14, 2026.

Data ending Fri Aug. 21, 2026

Growth of $10,000

Tue 2019-10-01💬 to Fri 2026-08-21 Overall
Return 		Exponential
Trendline
OVS × 		+124.81%
+12.48%/yr 		+9.55%/yr
R2=0.634
Overlay Shares Small Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Fri 2026-08-21 Start
Value 		End
Value
OVS × 		$10,000.00
2019-10-01 		$22,481.25
2026-08-21

This Year’s Performance

through 2026-08-21

  YTD YoY
OVS × 		+24.92% +33.95%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVS × 		−2.40%
on 2026-08-21
from 2026-08-14 peak 		−45.09%
on 2020-03-23
from 2020-01-16 peak

Rolling Returns

Period ending Fri 2026-08-21 1 yr 2 yr 3 yr 5 yr 10 yr
OVS × 		+33.95% +35.59%
+16.44%/yr 		+63.41%
+17.79%/yr 		+47.61%
+8.10%/yr 		—

Annual Returns

Year OVS
2026 (YTD) +24.92%
2025 +6.15%
2024 +11.07%
2023 +17.20%
2022 −19.99%
2021 +30.15%
2020 +12.16%
2019 +11.51%