Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OVLH (Overlay Shares Hedged Large Cap Equity ETF) | 7.51% | 18.72% | 16.97% | 9.74% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OVLH (Overlay Shares Hedged Large Cap Equity ETF) | 01/19/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 18.72 | 16.97 | 9.74 | NA | NA | NA | … | … | 7.51 | 16.47 | 18.43 | 16.93 | -16.13 | 20.10 |
| Sharpe Ratio | NA | 2.01 | 1.49 | 0.63 | NA | NA | NA | … | … | 1.80 | 1.32 | 1.70 | 1.26 | -1.06 | 1.79 |
| Standard Deviation(%) | NA | 8.45 | 9.55 | 11.70 | NA | NA | NA | … | … | 9.25 | 10.49 | 8.73 | 10.65 | 16.68 | 11.78 |
| Draw Down(%) | NA | 6.36 | 9.58 | 20.67 | NA | NA | NA | … | … | 6.36 | 8.81 | 5.22 | 9.58 | 20.38 | 5.19 |
| Yield(%) | 0.00 | 0.33 | 0.58 | 0.57 | 0.31 | 0.21 | 0.16 | … | … | 0.00 | 0.35 | 0.38 | 0.97 | 0.66 | 0.48 |
Data as of 06/04/2026, Common starting date is 01/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVLH (Overlay Shares Hedged Large Cap Equity ETF) |
4.54%
Apr 2021 – Apr 2024 |
8.55%
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 |
|---|---|---|---|---|
| OVLH (Overlay Shares Hedged Large Cap Equity ETF) |
17.97%
Sep 2022 – Sep 2025 |
9.92%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart