Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OVS (Overlay Shares Small Cap Equity ETF) | 16.42% | 35.49% | 16.48% | 5.60% | 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 |
|---|---|---|
| OVS (Overlay Shares Small Cap Equity 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 (%) | -1.54 | 35.49 | 16.48 | 5.60 | NA | NA | NA | … | … | 16.42 | 6.18 | 11.04 | 17.22 | -20.01 | 30.14 | 12.19 | 11.49 |
| Sharpe Ratio | NA | 1.70 | 0.59 | 0.14 | NA | NA | NA | … | … | 2.06 | 0.13 | 0.35 | 0.64 | -0.78 | 1.37 | 0.26 | 4.46 |
| Standard Deviation(%) | NA | 19.37 | 22.28 | 23.22 | NA | NA | NA | … | … | 19.48 | 25.04 | 21.46 | 21.54 | 27.43 | 22.00 | 45.55 | 11.97 |
| Draw Down(%) | NA | 8.50 | 30.49 | 30.49 | NA | NA | NA | … | … | 8.45 | 26.70 | 9.81 | 19.65 | 28.75 | 10.20 | 45.09 | 2.64 |
| Yield(%) | 0.00 | 8.69 | 5.95 | 4.07 | 3.52 | 2.35 | 1.76 | … | … | 4.66 | 3.79 | 4.38 | 3.62 | 2.63 | 5.12 | 1.92 | 0.60 |
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 |
|---|---|---|---|---|
| OVS (Overlay Shares Small Cap Equity ETF) |
-0.79%
Apr 2021 – Apr 2024 |
4.73%
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 |
|---|---|---|---|---|
| OVS (Overlay Shares Small Cap Equity ETF) |
22.34%
Mar 2020 – Mar 2023 |
15.73%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart