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 +18.49% over the past year and +17.08% YTD, with dividends reinvested. Since Oct. 1, 2019, OVS is up +110.70% in nominal total return, or +11.15%/yr, and is currently −8.52% below its total-return high on Aug. 14, 2026.

Data ending Tue Oct. 20, 2026

Growth of $10,000

Tue 2019-10-01💬 to Tue 2026-10-20 Overall
Return 		Exponential
Trendline
OVS × 		+110.70%
+11.15%/yr 		+9.72%/yr
R2=0.656
Overlay Shares Small Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Tue 2026-10-20 Start
Value 		End
Value
OVS × 		$10,000.00
2019-10-01 		$21,070.23
2026-10-20

This Year’s Performance

through 2026-10-20

  YTD YoY
OVS × 		+17.08% +18.49%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVS × 		−8.52%
on 2026-10-20
from 2026-08-14 peak 		−45.09%
on 2020-03-23
from 2020-01-16 peak

Rolling Returns

Period ending Tue 2026-10-20 1 yr 2 yr 3 yr 5 yr 10 yr
OVS × 		+18.49% +21.27%
+10.12%/yr 		+69.95%
+19.34%/yr 		+32.33%
+5.76%/yr 		—

Annual Returns

Year OVS
2026 (YTD) +17.08%
2025 +6.15%
2024 +11.07%
2023 +17.20%
2022 −19.99%
2021 +30.15%
2020 +12.16%
2019 +11.51%