Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OVB (Overlay Shares Core Bond ETF) | 3.34% | 9.75% | 6.10% | 0.89% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OVB (Overlay Shares Core Bond ETF) | 10/01/2019 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 9.75 | 6.10 | 0.89 | NA | NA | NA | … | … | 3.34 | 7.74 | 4.02 | 6.90 | -16.95 | 0.69 | 9.40 | 1.23 |
| Sharpe Ratio | NA | 1.24 | 0.45 | -0.23 | NA | NA | NA | … | … | 0.63 | 0.86 | 0.05 | 0.40 | -2.05 | 0.15 | 0.89 | 1.23 |
| Standard Deviation(%) | NA | 5.83 | 7.17 | 7.32 | NA | NA | NA | … | … | 7.01 | 5.66 | 7.67 | 8.11 | 9.00 | 4.34 | 10.23 | 3.17 |
| Draw Down(%) | NA | 2.46 | 8.21 | 21.70 | NA | NA | NA | … | … | 2.46 | 3.95 | 4.28 | 8.44 | 20.76 | 3.51 | 9.52 | 0.97 |
| Yield(%) | 0.00 | 7.07 | 5.95 | 4.48 | 2.90 | 1.93 | 1.45 | … | … | 2.41 | 6.09 | 5.73 | 5.25 | 3.74 | 4.43 | 4.07 | 0.60 |
Data as of 06/04/2026, Common starting date is 10/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVB (Overlay Shares Core Bond ETF) |
-6.07%
Oct 2020 – Oct 2023 |
-0.54%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVB (Overlay Shares Core Bond ETF) |
7.04%
Oct 2022 – Oct 2025 |
1.03%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart