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 +18.71% over the past year and +14.83% YTD, with dividends reinvested. Since Oct. 1, 2019, OVS is up +63.74% in real purchasing-power return, or +7.18%/yr, and is currently −7.42% below its real total-return high on Aug. 14, 2026.

Data ending Mon Nov. 9, 2026

Growth of $10,000

Tue 2019-10-01💬 to Mon 2026-11-09 Overall
Return 		Exponential
Trendline
OVS × 		+63.74%
+7.18%/yr 		+5.23%/yr
R2=0.356
Overlay Shares Small Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Mon 2026-11-09 Start
Value 		End
Value
OVS × 		$10,000.00
2019-10-01 		$16,374.41
2026-11-09

This Year’s Performance

through 2026-11-09

  YTD YoY
OVS × 		+14.83% +18.71%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVS × 		−7.42%
on 2026-11-09
from 2026-08-14 peak 		−45.26%
on 2020-03-23
from 2020-01-16 peak

Rolling Returns

Period ending Mon 2026-11-09 1 yr 2 yr 3 yr 5 yr 10 yr
OVS × 		+18.71% +10.30%
+5.02%/yr 		+56.18%
+16.02%/yr 		+4.30%
+0.85%/yr 		—

Annual Returns

Year OVS
2026 (YTD) +14.83%
2025 +3.39%
2024 +7.95%
2023 +13.41%
2022 −24.85%
2021 +21.59%
2020 +10.65%
2019 +11.43%