All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

OVL: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

OVL real return snapshot: after CPI-U inflation, OVL returned +15.81% over the past year and +12.42% YTD, with dividends reinvested. Since Oct. 1, 2019, OVL is up +135.84% in real purchasing-power return, or +13.02%/yr, and is currently −0.86% below its real total-return high on Aug. 13, 2026.

Data ending Mon Oct. 5, 2026

Growth of $10,000

Tue 2019-10-01💬 to Mon 2026-10-05 Overall
Return 		Exponential
Trendline
OVL × 		+135.84%
+13.02%/yr 		+10.60%/yr
R2=0.758
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Mon 2026-10-05 Start
Value 		End
Value
OVL × 		$10,000.00
2019-10-01 		$23,584.45
2026-10-05

This Year’s Performance

through 2026-10-05

  YTD YoY
OVL × 		+12.42% +15.81%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVL × 		−0.86%
on 2026-10-05
from 2026-08-13 peak 		−35.46%
on 2020-03-20
from 2020-02-19 peak

Rolling Returns

Period ending Mon 2026-10-05 1 yr 2 yr 3 yr 5 yr 10 yr
OVL × 		+15.81% +31.54%
+14.69%/yr 		+83.18%
+22.36%/yr 		+58.47%
+9.65%/yr 		—

Annual Returns

Year OVL
2026 (YTD) +12.42%
2025 +14.75%
2024 +24.33%
2023 +23.86%
2022 −26.91%
2021 +23.69%
2020 +18.56%
2019 +10.76%