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 +36.43% over the past year and +23.16% YTD, with dividends reinvested. Since Oct. 1, 2019, OVS is up +121.64% in nominal total return, or +12.36%/yr, and is currently −2.23% below its total-return high on Jun. 30, 2026.

Data ending Fri Jul. 31, 2026

Growth of $10,000

Tue 2019-10-01💬 to Fri 2026-07-31 Overall
Return 		Exponential
Trendline
OVS × 		+121.64%
+12.36%/yr 		+9.42%/yr
R2=0.624
Overlay Shares Small Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Fri 2026-07-31 Start
Value 		End
Value
OVS × 		$10,000.00
2019-10-01 		$22,164.38
2026-07-31

This Year’s Performance

through 2026-07-31

  YTD YoY
OVS × 		+23.16% +36.43%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVS × 		−2.23%
on 2026-07-31
from 2026-06-30 peak 		−45.09%
on 2020-03-23
from 2020-01-16 peak

Rolling Returns

Period ending Fri 2026-07-31 1 yr 2 yr 3 yr 5 yr 10 yr
OVS × 		+36.43% +28.84%
+13.51%/yr 		+49.96%
+14.46%/yr 		+43.95%
+7.56%/yr 		—

Annual Returns

Year OVS
2026 (YTD) +23.16%
2025 +6.15%
2024 +11.07%
2023 +17.20%
2022 −19.99%
2021 +30.15%
2020 +12.16%
2019 +11.51%