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 +29.60% over the past year and +21.01% YTD, with dividends reinvested. Since Oct. 1, 2019, OVS is up +72.56% in real purchasing-power return, or +8.24%/yr, and is currently −2.46% below its real total-return high on Aug. 14, 2026.

Data ending Fri Aug. 21, 2026

Growth of $10,000

Tue 2019-10-01💬 to Fri 2026-08-21 Overall
Return 		Exponential
Trendline
OVS × 		+72.56%
+8.24%/yr 		+4.97%/yr
R2=0.316
Overlay Shares Small Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Fri 2026-08-21 Start
Value 		End
Value
OVS × 		$10,000.00
2019-10-01 		$17,256.08
2026-08-21

This Year’s Performance

through 2026-08-21

  YTD YoY
OVS × 		+21.01% +29.60%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVS × 		−2.46%
on 2026-08-21
from 2026-08-14 peak 		−45.26%
on 2020-03-23
from 2020-01-16 peak

Rolling Returns

Period ending Fri 2026-08-21 1 yr 2 yr 3 yr 5 yr 10 yr
OVS × 		+29.60% +27.55%
+12.94%/yr 		+49.77%
+14.41%/yr 		+20.62%
+3.82%/yr 		—

Annual Returns

Year OVS
2026 (YTD) +21.01%
2025 +3.39%
2024 +7.95%
2023 +13.41%
2022 −24.85%
2021 +21.59%
2020 +10.65%
2019 +11.43%