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 +13.91% over the past year and +12.38% YTD, with dividends reinvested. Since Oct. 1, 2019, OVS is up +60.26% in real purchasing-power return, or +6.92%/yr, and is currently −9.39% below its real total-return high on Aug. 14, 2026.

Data ending Tue Oct. 20, 2026

Growth of $10,000

Tue 2019-10-01💬 to Tue 2026-10-20 Overall
Return 		Exponential
Trendline
OVS × 		+60.26%
+6.92%/yr 		+5.17%/yr
R2=0.347
Overlay Shares Small Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Tue 2026-10-20 Start
Value 		End
Value
OVS × 		$10,000.00
2019-10-01 		$16,025.60
2026-10-20

This Year’s Performance

through 2026-10-20

  YTD YoY
OVS × 		+12.38% +13.91%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVS × 		−9.39%
on 2026-10-20
from 2026-08-14 peak 		−45.26%
on 2020-03-23
from 2020-01-16 peak

Rolling Returns

Period ending Tue 2026-10-20 1 yr 2 yr 3 yr 5 yr 10 yr
OVS × 		+13.91% +13.33%
+6.46%/yr 		+54.90%
+15.71%/yr 		+8.10%
+1.57%/yr 		—

Annual Returns

Year OVS
2026 (YTD) +12.38%
2025 +3.39%
2024 +7.95%
2023 +13.41%
2022 −24.85%
2021 +21.59%
2020 +10.65%
2019 +11.43%