All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
OVS real return snapshot: after CPI-U inflation, OVS returned +27.21% over the past year and +19.11% YTD, with dividends reinvested. Since Oct. 1, 2019, OVS is up +69.85% in real purchasing-power return, or +8.13%/yr, and is currently −1.89% below its real total-return high on Jun. 30, 2026.
Data ending Fri Jul. 10, 2026
| Tue 2019-10-01💬 to Fri 2026-07-10 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| OVS × |
+19.11%
2026-07-10 |
+27.21%
2026-07-10 |
||||
| Overlay Shares Small Cap Equity ETF Exchange-Traded Fund | ||||||
| Tue 2019-10-01💬 to Fri 2026-07-10 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| OVS × |
+69.85%
+8.13%/yr |
+4.70%/yr
(R2=0.287) |
||||
| Overlay Shares Small Cap Equity ETF Exchange-Traded Fund | ||||||
| Tue 2019-10-01💬 to Fri 2026-07-10 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| OVS × |
$10,000.00
2019-10-01 |
$16,985.08
2026-07-10 |
||||
| Overlay Shares Small Cap Equity ETF Exchange-Traded Fund | ||||||
| Year | OVS |
|---|---|
| 2026 (YTD) | +19.11% |
| 2025 | +3.39% |
| 2024 | +7.95% |
| 2023 | +13.41% |
| 2022 | −24.85% |
| 2021 | +21.59% |
| 2020 | +10.65% |
| 2019 | +11.43% |
| Tue 2019-10-01💬 to Fri 2026-07-10 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| OVS × |
−1.89%
from 2026-06-30 peak |
−45.26%
2020-03-23 from 2020-01-16 peak |
||||
| Overlay Shares Small Cap Equity ETF Exchange-Traded Fund | ||||||
| Period ending Fri 2026-07-10 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| OVS × | +27.21% |
+33.59% +15.58%/yr |
+44.66% +13.10%/yr |
+15.46% +2.92%/yr |
— | |
| Overlay Shares Small Cap Equity ETF Exchange-Traded Fund | ||||||
