All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
OVL real return snapshot: after CPI-U inflation, OVL returned +18.58% over the past year and +7.83% YTD, with dividends reinvested. Since Oct. 1, 2019, OVL is up +126.21% in real purchasing-power return, or +12.77%/yr, and is currently −2.45% below its real total-return high on Jun. 2, 2026.
Data ending Fri Jul. 17, 2026
| Tue 2019-10-01💬 to Fri 2026-07-17 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| OVL × |
+7.83%
2026-07-17 |
+18.58%
2026-07-17 |
||||
| Overlay Shares Large Cap Equity ETF Exchange-Traded Fund | ||||||
| Tue 2019-10-01💬 to Fri 2026-07-17 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| OVL × |
+126.21%
+12.77%/yr |
+10.26%/yr
(R2=0.733) |
||||
| Overlay Shares Large Cap Equity ETF Exchange-Traded Fund | ||||||
| Tue 2019-10-01💬 to Fri 2026-07-17 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| OVL × |
$10,000.00
2019-10-01 |
$22,621.47
2026-07-17 |
||||
| Overlay Shares Large Cap Equity ETF Exchange-Traded Fund | ||||||
| Year | OVL |
|---|---|
| 2026 (YTD) | +7.83% |
| 2025 | +14.75% |
| 2024 | +24.33% |
| 2023 | +23.86% |
| 2022 | −26.91% |
| 2021 | +23.69% |
| 2020 | +18.56% |
| 2019 | +10.76% |
| Tue 2019-10-01💬 to Fri 2026-07-17 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| OVL × |
−2.45%
from 2026-06-02 peak |
−35.46%
2020-03-20 from 2020-02-19 peak |
||||
| Overlay Shares Large Cap Equity ETF Exchange-Traded Fund | ||||||
| Period ending Fri 2026-07-17 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| OVL × | +18.58% |
+29.95% +14.00%/yr |
+62.26% +17.51%/yr |
+51.76% +8.70%/yr |
— | |
| Overlay Shares Large Cap Equity ETF Exchange-Traded Fund | ||||||
