Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OVL (Overlay Shares Large Cap Equity ETF) | 14.81% | 35.19% | 24.93% | 14.59% | 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 |
|---|---|---|
| OVL (Overlay Shares Large Cap Equity 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 (%) | 0.35 | 35.19 | 24.93 | 14.59 | NA | NA | NA | … | … | 14.81 | 17.82 | 27.92 | 27.98 | -22.17 | 32.41 | 20.21 | 10.86 |
| Sharpe Ratio | NA | 2.36 | 1.20 | 0.61 | NA | NA | NA | … | … | 2.24 | 0.72 | 1.25 | 1.64 | -0.89 | 2.27 | 0.54 | 5.33 |
| Standard Deviation(%) | NA | 13.98 | 18.47 | 19.81 | NA | NA | NA | … | … | 15.61 | 20.97 | 19.45 | 14.97 | 26.68 | 14.25 | 36.58 | 9.37 |
| Draw Down(%) | NA | 8.73 | 21.73 | 29.23 | NA | NA | NA | … | … | 8.73 | 21.73 | 10.10 | 12.61 | 29.23 | 6.29 | 35.49 | 1.95 |
| Yield(%) | 0.00 | 7.70 | 6.16 | 4.93 | 4.13 | 2.75 | 2.06 | … | … | 4.39 | 3.44 | 3.87 | 4.14 | 2.85 | 4.70 | 2.81 | 0.57 |
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 |
|---|---|---|---|---|
| OVL (Overlay Shares Large Cap Equity ETF) |
7.40%
Dec 2019 – Dec 2022 |
12.43%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVL (Overlay Shares Large Cap Equity ETF) |
26.46%
Sep 2022 – Sep 2025 |
19.24%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart