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 +16.02% over the past year and +13.23% YTD, with dividends reinvested. Since Oct. 1, 2019, OVL is up +137.55% in real purchasing-power return, or +13.13%/yr, and is currently −0.14% below its real total-return high on Aug. 13, 2026.

Data ending Tue Oct. 6, 2026

Growth of $10,000

Tue 2019-10-01💬 to Tue 2026-10-06 Overall
Return 		Exponential
Trendline
OVL × 		+137.55%
+13.13%/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 Tue 2026-10-06 Start
Value 		End
Value
OVL × 		$10,000.00
2019-10-01 		$23,754.94
2026-10-06

This Year’s Performance

through 2026-10-06

  YTD YoY
OVL × 		+13.23% +16.02%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVL × 		−0.14%
on 2026-10-06
from 2026-08-13 peak 		−35.46%
on 2020-03-20
from 2020-02-19 peak

Rolling Returns

Period ending Tue 2026-10-06 1 yr 2 yr 3 yr 5 yr 10 yr
OVL × 		+16.02% +32.49%
+15.11%/yr 		+81.60%
+22.00%/yr 		+58.98%
+9.72%/yr 		—

Annual Returns

Year OVL
2026 (YTD) +13.23%
2025 +14.75%
2024 +24.33%
2023 +23.86%
2022 −26.91%
2021 +23.69%
2020 +18.56%
2019 +10.76%