Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OVM (Overlay Shares Municipal Bond ETF) | 3.87% | 11.50% | 5.26% | 1.56% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OVM (Overlay Shares Municipal Bond ETF) | 10/01/2019 | 06/05/2026 |
| 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 (%) | -0.28 | 11.50 | 5.26 | 1.56 | NA | NA | NA | … | … | 3.87 | 4.14 | 3.42 | 7.33 | -11.24 | 4.22 | 6.25 | 1.73 |
| Sharpe Ratio | NA | 2.06 | 0.41 | -0.17 | NA | NA | NA | … | … | 1.37 | 0.22 | -0.04 | 0.66 | -1.99 | 1.24 | 0.52 | 2.50 |
| Standard Deviation(%) | NA | 4.17 | 5.46 | 5.40 | NA | NA | NA | … | … | 4.96 | 5.67 | 5.11 | 5.60 | 6.39 | 3.37 | 11.56 | 2.39 |
| Draw Down(%) | NA | 2.42 | 8.21 | 15.58 | NA | NA | NA | … | … | 2.42 | 7.14 | 3.13 | 8.09 | 15.42 | 2.25 | 14.89 | 0.72 |
| Yield(%) | 0.00 | 6.41 | 5.29 | 4.52 | 2.94 | 1.96 | 1.47 | … | … | 2.17 | 5.38 | 4.87 | 4.76 | 3.59 | 6.03 | 4.04 | 0.59 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| OVM (Overlay Shares Municipal Bond ETF) |
-2.64%
Oct 2020 – Oct 2023 |
0.68%
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 |
|---|---|---|---|---|
| OVM (Overlay Shares Municipal Bond ETF) |
6.36%
Oct 2022 – Oct 2025 |
2.28%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
