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 +19.90% over the past year and +15.60% YTD, with dividends reinvested. Since Oct. 1, 2019, OVS is up +64.85% in real purchasing-power return, or +7.47%/yr, and is currently −6.81% below its real total-return high on Aug. 14, 2026.

Data ending Thu Sep. 10, 2026

Growth of $10,000

Tue 2019-10-01💬 to Thu 2026-09-10 Overall
Return 		Exponential
Trendline
OVS × 		+64.85%
+7.47%/yr 		+5.06%/yr
R2=0.328
Overlay Shares Small Cap Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Thu 2026-09-10 Start
Value 		End
Value
OVS × 		$10,000.00
2019-10-01 		$16,485.21
2026-09-10

This Year’s Performance

through 2026-09-10

  YTD YoY
OVS × 		+15.60% +19.90%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVS × 		−6.81%
on 2026-09-10
from 2026-08-14 peak 		−45.26%
on 2020-03-23
from 2020-01-16 peak

Rolling Returns

Period ending Thu 2026-09-10 1 yr 2 yr 3 yr 5 yr 10 yr
OVS × 		+19.90% +27.08%
+12.73%/yr 		+44.44%
+13.04%/yr 		+14.51%
+2.75%/yr 		—

Annual Returns

Year OVS
2026 (YTD) +15.60%
2025 +3.39%
2024 +7.95%
2023 +13.41%
2022 −24.85%
2021 +21.59%
2020 +10.65%
2019 +11.43%