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 +13.71% over the past year and +8.82% YTD, with dividends reinvested. Since Oct. 1, 2019, OVL is up +128.30% in real purchasing-power return, or +12.59%/yr, and is currently −4.03% below its real total-return high on Aug. 13, 2026.

Data ending Wed Sep. 16, 2026

Growth of $10,000

Tue 2019-10-01💬 to Wed 2026-09-16 Overall
Return 		Exponential
Trendline
OVL × 		+128.30%
+12.59%/yr 		+10.52%/yr
R2=0.752
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Wed 2026-09-16 Start
Value 		End
Value
OVL × 		$10,000.00
2019-10-01 		$22,829.50
2026-09-16

This Year’s Performance

through 2026-09-16

  YTD YoY
OVL × 		+8.82% +13.71%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVL × 		−4.03%
on 2026-09-16
from 2026-08-13 peak 		−35.46%
on 2020-03-20
from 2020-02-19 peak

Rolling Returns

Period ending Wed 2026-09-16 1 yr 2 yr 3 yr 5 yr 10 yr
OVL × 		+13.71% +30.31%
+14.15%/yr 		+67.33%
+18.72%/yr 		+47.72%
+8.12%/yr 		—

Annual Returns

Year OVL
2026 (YTD) +8.82%
2025 +14.75%
2024 +24.33%
2023 +23.86%
2022 −26.91%
2021 +23.69%
2020 +18.56%
2019 +10.76%