All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

OVS: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

OVS real return snapshot: after CPI-U inflation, OVS returned +31.58% over the past year and +19.15% YTD, with dividends reinvested. Since Oct. 1, 2019, OVS is up +69.92% in real purchasing-power return, or +8.07%/yr, and is currently −2.52% below its real total-return high on Jun. 30, 2026.

Data ending Fri Jul. 31, 2026

Growth of $10,000

Tue 2019-10-01💬 to Fri 2026-07-31 Overall
Return 		Exponential
Trendline
OVS × 		+69.92%
+8.07%/yr 		+4.83%/yr
R2=0.302
Overlay Shares Small Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Fri 2026-07-31 Start
Value 		End
Value
OVS × 		$10,000.00
2019-10-01 		$16,991.57
2026-07-31

This Year’s Performance

through 2026-07-31

  YTD YoY
OVS × 		+19.15% +31.58%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVS × 		−2.52%
on 2026-07-31
from 2026-06-30 peak 		−45.26%
on 2020-03-23
from 2020-01-16 peak

Rolling Returns

Period ending Fri 2026-07-31 1 yr 2 yr 3 yr 5 yr 10 yr
OVS × 		+31.58% +20.99%
+10.00%/yr 		+36.86%
+11.03%/yr 		+17.31%
+3.24%/yr 		—

Annual Returns

Year OVS
2026 (YTD) +19.15%
2025 +3.39%
2024 +7.95%
2023 +13.41%
2022 −24.85%
2021 +21.59%
2020 +10.65%
2019 +11.43%