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 +14.31% over the past year and +11.62% YTD, with dividends reinvested. Since Oct. 1, 2019, OVS is up +59.17% in real purchasing-power return, or +6.87%/yr, and is currently −10.01% below its real total-return high on Aug. 14, 2026.

Data ending Wed Sep. 30, 2026

Growth of $10,000

Tue 2019-10-01💬 to Wed 2026-09-30 Overall
Return 		Exponential
Trendline
OVS × 		+59.17%
+6.87%/yr 		+5.13%/yr
R2=0.338
Overlay Shares Small Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Wed 2026-09-30 Start
Value 		End
Value
OVS × 		$10,000.00
2019-10-01 		$15,917.26
2026-09-30

This Year’s Performance

through 2026-09-30

  YTD YoY
OVS × 		+11.62% +14.31%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVS × 		−10.01%
on 2026-09-30
from 2026-08-14 peak 		−45.26%
on 2020-03-23
from 2020-01-16 peak

Rolling Returns

Period ending Wed 2026-09-30 1 yr 2 yr 3 yr 5 yr 10 yr
OVS × 		+14.31% +13.94%
+6.74%/yr 		+45.28%
+13.26%/yr 		+11.00%
+2.11%/yr 		—

Annual Returns

Year OVS
2026 (YTD) +11.62%
2025 +3.39%
2024 +7.95%
2023 +13.41%
2022 −24.85%
2021 +21.59%
2020 +10.65%
2019 +11.43%