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 +18.75% over the past year and +10.93% YTD, with dividends reinvested. Since Oct. 1, 2019, OVL is up +132.73% in real purchasing-power return, or +13.01%/yr, and is currently −2.19% below its real total-return high on Aug. 13, 2026.

Data ending Thu Aug. 27, 2026

Growth of $10,000

Tue 2019-10-01💬 to Thu 2026-08-27 Overall
Return 		Exponential
Trendline
OVL × 		+132.73%
+13.01%/yr 		+10.45%/yr
R2=0.746
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Thu 2026-08-27 Start
Value 		End
Value
OVL × 		$10,000.00
2019-10-01 		$23,272.93
2026-08-27

This Year’s Performance

through 2026-08-27

  YTD YoY
OVL × 		+10.93% +18.75%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVL × 		−2.19%
on 2026-08-27
from 2026-08-13 peak 		−35.46%
on 2020-03-20
from 2020-02-19 peak

Rolling Returns

Period ending Thu 2026-08-27 1 yr 2 yr 3 yr 5 yr 10 yr
OVL × 		+18.75% +33.06%
+15.35%/yr 		+72.41%
+19.91%/yr 		+49.38%
+8.36%/yr 		—

Annual Returns

Year OVL
2026 (YTD) +10.93%
2025 +14.75%
2024 +24.33%
2023 +23.86%
2022 −26.91%
2021 +23.69%
2020 +18.56%
2019 +10.76%