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 +25.84% over the past year and +7.46% YTD, with dividends reinvested. Since Oct. 1, 2019, OVL is up +125.44% in real purchasing-power return, or +13.05%/yr, and is currently −1.48% below its real total-return high on May 14, 2026.

Tue 2019-10-01? to Mon 2026-05-18 YTD
Return 		1 Year
Return
OVL × 		+7.46%
2026-05-18 		+25.84%
2026-05-18
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund

Returns

Tue 2019-10-01? to Mon 2026-05-18 Overall
Return 		Exponential
Trendline
OVL × 		+125.44%
+13.05%/yr 		+9.97%/yr
(R2=0.713)
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund

Growth of $10,000

Tue 2019-10-01? to Mon 2026-05-18 Start
Value 		End
Value
OVL × 		$10,000.00
2019-10-01 		$22,543.60
2026-05-18
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund

Annual Returns

Year OVL
2026 (YTD) +7.46%
2025 +14.75%
2024 +24.33%
2023 +23.86%
2022 −26.91%
2021 +23.69%
2020 +18.56%
2019 +10.76%

Drawdowns

Tue 2019-10-01? to Mon 2026-05-18 Current
Drawdown 		Worst
Drawdown
OVL × 		−1.48%
from 2026-05-14 peak 		−35.46%
2020-03-20
from 2020-02-19 peak
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-05-18 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
OVL × 		+25.84% +38.03%
+17.47%/yr 		+74.69%
+20.43%/yr 		+57.68%
+9.54%/yr 		—
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund