All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
OVS total return snapshot: OVS returned +32.69% over the past year and +23.72% YTD, with dividends reinvested. Since Oct. 1, 2019, OVS is up +122.65% in nominal total return, or +12.54%/yr, and is currently −1.78% below its total-return high on Jun. 30, 2026.
Data ending Fri Jul. 10, 2026
| Tue 2019-10-01💬 to Fri 2026-07-10 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| OVS × |
+23.72%
2026-07-10 |
+32.69%
2026-07-10 |
||||
| Overlay Shares Small Cap Equity ETF Exchange-Traded Fund | ||||||
| Tue 2019-10-01💬 to Fri 2026-07-10 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| OVS × |
+122.65%
+12.54%/yr |
+9.31%/yr
(R2=0.614) |
||||
| Overlay Shares Small Cap Equity ETF Exchange-Traded Fund | ||||||
| Tue 2019-10-01💬 to Fri 2026-07-10 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| OVS × |
$10,000.00
2019-10-01 |
$22,265.16
2026-07-10 |
||||
| Overlay Shares Small Cap Equity ETF Exchange-Traded Fund | ||||||
| Year | OVS |
|---|---|
| 2026 (YTD) | +23.72% |
| 2025 | +6.15% |
| 2024 | +11.07% |
| 2023 | +17.20% |
| 2022 | −19.99% |
| 2021 | +30.15% |
| 2020 | +12.16% |
| 2019 | +11.51% |
| Tue 2019-10-01💬 to Fri 2026-07-10 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| OVS × |
−1.78%
from 2026-06-30 peak |
−45.09%
2020-03-23 from 2020-01-16 peak |
||||
| Overlay Shares Small Cap Equity ETF Exchange-Traded Fund | ||||||
| Period ending Fri 2026-07-10 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| OVS × | +32.69% |
+43.07% +19.61%/yr |
+59.49% +16.84%/yr |
+42.84% +7.39%/yr |
— | |
| Overlay Shares Small Cap Equity ETF Exchange-Traded Fund | ||||||
