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 +18.22% over the past year and +15.70% YTD, with dividends reinvested. Since Oct. 1, 2019, OVS is up +108.22% in nominal total return, or +11.05%/yr, and is currently −9.60% below its total-return high on Aug. 14, 2026.

Data ending Wed Sep. 30, 2026

Growth of $10,000

Tue 2019-10-01💬 to Wed 2026-09-30 Overall
Return 		Exponential
Trendline
OVS × 		+108.22%
+11.05%/yr 		+9.69%/yr
R2=0.649
Overlay Shares Small Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Wed 2026-09-30 Start
Value 		End
Value
OVS × 		$10,000.00
2019-10-01 		$20,821.85
2026-09-30

This Year’s Performance

through 2026-09-30

  YTD YoY
OVS × 		+15.70% +18.22%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVS × 		−9.60%
on 2026-09-30
from 2026-08-14 peak 		−45.09%
on 2020-03-23
from 2020-01-16 peak

Rolling Returns

Period ending Wed 2026-09-30 1 yr 2 yr 3 yr 5 yr 10 yr
OVS × 		+18.22% +21.39%
+10.17%/yr 		+58.57%
+16.61%/yr 		+35.93%
+6.33%/yr 		—

Annual Returns

Year OVS
2026 (YTD) +15.70%
2025 +6.15%
2024 +11.07%
2023 +17.20%
2022 −19.99%
2021 +30.15%
2020 +12.16%
2019 +11.51%