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 +15.98% over the past year and +12.83% YTD, with dividends reinvested. Since Oct. 1, 2019, OVS is up +60.90% in real purchasing-power return, or +7.01%/yr, and is currently −9.03% below its real total-return high on Aug. 14, 2026.

Data ending Wed Oct. 7, 2026

Growth of $10,000

Tue 2019-10-01💬 to Wed 2026-10-07 Overall
Return 		Exponential
Trendline
OVS × 		+60.90%
+7.01%/yr 		+5.15%/yr
R2=0.341
Overlay Shares Small Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Wed 2026-10-07 Start
Value 		End
Value
OVS × 		$10,000.00
2019-10-01 		$16,090.48
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
OVS × 		+12.83% +15.98%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVS × 		−9.03%
on 2026-10-07
from 2026-08-14 peak 		−45.26%
on 2020-03-23
from 2020-01-16 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
OVS × 		+15.98% +17.51%
+8.40%/yr 		+50.13%
+14.50%/yr 		+9.54%
+1.84%/yr 		—

Annual Returns

Year OVS
2026 (YTD) +12.83%
2025 +3.39%
2024 +7.95%
2023 +13.41%
2022 −24.85%
2021 +21.59%
2020 +10.65%
2019 +11.43%