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 +23.05% over the past year and +19.70% YTD, with dividends reinvested. Since Oct. 1, 2019, OVS is up +115.41% in nominal total return, or +11.67%/yr, and is currently −6.48% below its total-return high on Aug. 14, 2026.

Data ending Mon Sep. 14, 2026

Growth of $10,000

Tue 2019-10-01💬 to Mon 2026-09-14 Overall
Return 		Exponential
Trendline
OVS × 		+115.41%
+11.67%/yr 		+9.64%/yr
R2=0.643
Overlay Shares Small Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Mon 2026-09-14 Start
Value 		End
Value
OVS × 		$10,000.00
2019-10-01 		$21,541.49
2026-09-14

This Year’s Performance

through 2026-09-14

  YTD YoY
OVS × 		+19.70% +23.05%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVS × 		−6.48%
on 2026-09-14
from 2026-08-14 peak 		−45.09%
on 2020-03-23
from 2020-01-16 peak

Rolling Returns

Period ending Mon 2026-09-14 1 yr 2 yr 3 yr 5 yr 10 yr
OVS × 		+23.05% +29.69%
+13.88%/yr 		+55.84%
+15.94%/yr 		+41.36%
+7.17%/yr 		—

Annual Returns

Year OVS
2026 (YTD) +19.70%
2025 +6.15%
2024 +11.07%
2023 +17.20%
2022 −19.99%
2021 +30.15%
2020 +12.16%
2019 +11.51%