Performance analysis of OVB (OVERLAY SHARES CORE BOND ETF)
Annual Return
Over the past 3 years, OVB has had an average annual return of +6.09%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, OVB has had an average annual return of +0.81%, underperforming the benchmark SPY, which returned +14.05% annual.
Since Oct 1, 2019, OVB has had an average annual return of +2.01%, underperforming the benchmark SPY, which returned +16.99% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.93% | +7.72% | +4.04% | +6.89% | -16.97% | +0.73% | +9.40% | +1.22% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.01% | +1.94% | -1.39% | +0.57% | +0.68% | +0.12% | +2.93% | ||||||
| 2025 | +0.78% | +2.27% | -1.69% | +0.04% | -0.40% | +1.97% | +0.40% | +1.28% | +1.35% | +0.87% | +0.78% | -0.13% | +7.72% |
| 2024 | +0.53% | -0.25% | +1.33% | -3.60% | +2.62% | +1.46% | +2.33% | +1.90% | +1.39% | -2.87% | +1.91% | -2.51% | +4.04% |
| 2023 | +3.74% | -2.86% | +3.01% | +0.88% | -1.22% | +0.02% | +0.24% | -0.62% | -3.67% | -3.00% | +6.72% | +4% | +6.89% |
| 2022 | -3.45% | -1.14% | -2.42% | -5.01% | +0.33% | -2.26% | +3.15% | -3.82% | -6.23% | -0.13% | +4.18% | -1.13% | -16.97% |
| 2021 | -1.34% | -0.68% | -1.12% | +1.30% | +0.43% | +1.54% | +1.18% | +0.50% | -1.79% | +0.54% | +0.45% | -0.23% | +0.73% |
| 2020 | +1.23% | -0.90% | +0.57% | +2.18% | +1.82% | +1.17% | +1.76% | -0.20% | -0.62% | -0.81% | +1.75% | +1.14% | +9.40% |
| 2019 | +0.57% | +0.68% | -0.03% | +1.22% |
Drawdown analysis of OVB (OVERLAY SHARES CORE BOND ETF)
The maximum drawdown for the OVB was -21.69%, occurring on Oct 20, 2022. Recovery took 828 trading sessions.
The current OVB drawdown is -0.04%.
Since Oct 1, 2019 OVB has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.69% | Sep 14, 2021 | 278 | Oct 20, 2022 | 828 | Feb 10, 2026 | 1106 |
| -9.52% | Mar 9, 2020 | 7 | Mar 18, 2020 | 29 | Apr 29, 2020 | 36 |
| -3.74% | Aug 26, 2020 | 140 | Mar 18, 2021 | 74 | Jul 2, 2021 | 214 |
| -2.49% | Feb 27, 2026 | 20 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -2.13% | Feb 20, 2020 | 5 | Feb 27, 2020 | 4 | Mar 4, 2020 | 9 |
| -1.82% | May 28, 2020 | 10 | Jun 11, 2020 | 8 | Jun 23, 2020 | 18 |
| -1.28% | Jul 1, 2020 | 1 | Jul 2, 2020 | 13 | Jul 22, 2020 | 14 |
| -1.17% | Aug 6, 2020 | 6 | Aug 14, 2020 | 8 | Aug 26, 2020 | 14 |
| -0.96% | Oct 4, 2019 | 11 | Oct 21, 2019 | 20 | Nov 18, 2019 | 31 |
| -0.85% | Aug 4, 2021 | 3 | Aug 9, 2021 | 22 | Sep 9, 2021 | 25 |
| -0.82% | Jan 23, 2020 | 3 | Jan 28, 2020 | 9 | Feb 10, 2020 | 12 |
| -0.76% | Apr 29, 2020 | 2 | May 1, 2020 | 12 | May 19, 2020 | 14 |
| -0.71% | Nov 27, 2019 | 6 | Dec 6, 2019 | 15 | Dec 30, 2019 | 21 |
| -0.45% | Jul 23, 2020 | 1 | Jul 24, 2020 | 4 | Jul 30, 2020 | 5 |
| -0.41% | Jul 7, 2021 | 4 | Jul 13, 2021 | 2 | Jul 15, 2021 | 6 |
| -0.36% | Jun 23, 2020 | 2 | Jun 25, 2020 | 3 | Jun 30, 2020 | 5 |
| -0.31% | Jan 3, 2020 | 3 | Jan 8, 2020 | 2 | Jan 10, 2020 | 5 |
| -0.29% | Feb 10, 2026 | 1 | Feb 11, 2026 | 2 | Feb 13, 2026 | 3 |
| -0.26% | Feb 10, 2020 | 3 | Feb 13, 2020 | 2 | Feb 18, 2020 | 5 |
| -0.24% | Nov 20, 2019 | 1 | Nov 21, 2019 | 2 | Nov 25, 2019 | 3 |
| -0.22% | Sep 9, 2021 | 2 | Sep 13, 2021 | 1 | Sep 14, 2021 | 3 |
| -0.21% | Dec 30, 2019 | 1 | Dec 31, 2019 | 1 | Jan 2, 2020 | 2 |
| -0.14% | Aug 4, 2020 | 1 | Aug 5, 2020 | 1 | Aug 6, 2020 | 2 |
| -0.14% | Feb 18, 2020 | 1 | Feb 19, 2020 | 1 | Feb 20, 2020 | 2 |
| -0.12% | Jul 22, 2021 | 2 | Jul 26, 2021 | 1 | Jul 27, 2021 | 3 |