Performance analysis of OVLH (OVERLAY SHARES HEDGED LARGE CAP EQUITY ETF)
Annual Return
Over the past 3 years, OVLH has had an average annual return of +16.82%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, OVLH has had an average annual return of +9.70%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Jan 15, 2021, OVLH has had an average annual return of +10.88%, underperforming the benchmark SPY, which returned +15.35% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.26% | +15.77% | +18.43% | +16.93% | -16.14% | +20.91% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.02% | -1.07% | -3.80% | +7.61% | +3.85% | -0.17% | +7.26% | ||||||
| 2025 | +1.49% | -1.14% | -3.02% | +3.36% | +3.49% | +3.80% | +1.36% | +1.31% | +3.02% | +2.03% | -0.45% | -0.28% | +15.77% |
| 2024 | +1.16% | +4.29% | +2.47% | -3.03% | +2.91% | +2.98% | +1.50% | +1.66% | +1.93% | -0.34% | +3.67% | -1.91% | +18.43% |
| 2023 | +3.87% | -2.52% | +2.53% | +1.80% | -0.04% | +5.70% | +2.37% | -1.72% | -4.31% | -3.02% | +8.06% | +3.80% | +16.93% |
| 2022 | -5.29% | -2.69% | +2.76% | -8.19% | +0.75% | -4.74% | +5.24% | -2.77% | -5.34% | +4.91% | +3.57% | -4.52% | -16.14% |
| 2021 | -0.50% | +2.05% | +2.13% | +4.88% | +0.07% | +2.06% | +2.11% | +2.82% | -4.24% | +5.39% | -0.14% | +2.88% | +20.91% |
Drawdown analysis of OVLH (OVERLAY SHARES HEDGED LARGE CAP EQUITY ETF)
The maximum drawdown for the OVLH was -20.69%, occurring on Oct 11, 2022. Recovery took 329 trading sessions.
The current OVLH drawdown is -0.57%.
Since Jan 15, 2021 OVLH has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.69% | Dec 27, 2021 | 199 | Oct 11, 2022 | 329 | Feb 2, 2024 | 528 |
| -8.81% | Feb 19, 2025 | 34 | Apr 8, 2025 | 23 | May 12, 2025 | 57 |
| -6.36% | Jan 27, 2026 | 43 | Mar 30, 2026 | 13 | Apr 17, 2026 | 56 |
| -5.22% | Jul 16, 2024 | 16 | Aug 7, 2024 | 26 | Sep 13, 2024 | 42 |
| -5.22% | Sep 3, 2021 | 20 | Oct 4, 2021 | 18 | Oct 28, 2021 | 38 |
| -3.89% | Feb 16, 2021 | 12 | Mar 4, 2021 | 7 | Mar 15, 2021 | 19 |
| -3.83% | May 7, 2021 | 3 | May 12, 2021 | 21 | Jun 11, 2021 | 24 |
| -3.82% | Mar 27, 2024 | 16 | Apr 19, 2024 | 18 | May 15, 2024 | 34 |
| -3.16% | Oct 28, 2025 | 17 | Nov 20, 2025 | 34 | Jan 12, 2026 | 51 |
| -3.06% | Dec 6, 2024 | 24 | Jan 14, 2025 | 24 | Feb 19, 2025 | 48 |
| -2.72% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -2.63% | Nov 24, 2021 | 4 | Dec 1, 2021 | 7 | Dec 10, 2021 | 11 |
| -2.56% | Dec 15, 2021 | 3 | Dec 20, 2021 | 4 | Dec 27, 2021 | 7 |
| -2.43% | Jan 26, 2021 | 3 | Jan 29, 2021 | 4 | Feb 4, 2021 | 7 |
| -2.09% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -2.03% | Oct 14, 2024 | 15 | Nov 4, 2024 | 2 | Nov 6, 2024 | 17 |
| -1.98% | Mar 16, 2021 | 6 | Mar 24, 2021 | 7 | Apr 5, 2021 | 13 |
| -1.86% | Jan 12, 2026 | 5 | Jan 20, 2026 | 5 | Jan 27, 2026 | 10 |
| -1.82% | Aug 14, 2025 | 5 | Aug 21, 2025 | 4 | Aug 27, 2025 | 9 |
| -1.78% | May 19, 2025 | 4 | May 23, 2025 | 6 | Jun 3, 2025 | 10 |
| -1.65% | Nov 8, 2024 | 5 | Nov 15, 2024 | 7 | Nov 26, 2024 | 12 |
| -1.52% | Jun 14, 2021 | 4 | Jun 18, 2021 | 2 | Jun 22, 2021 | 6 |
| -1.51% | Aug 16, 2021 | 2 | Aug 18, 2021 | 3 | Aug 23, 2021 | 5 |
| -1.48% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -1.47% | Jul 25, 2025 | 5 | Aug 1, 2025 | 7 | Aug 12, 2025 | 12 |