Summary
OVB
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 9.55% Volatility 6.37% Sharpe 0.57
Official loaded data — not a live quote.

OVERLAY SHARES CORE BOND ETF

Symbol: OVB

Exchange: BATS

Sector: Technology

Category: Intermediate Core Bond

Inception date: 30/09/2019

Latest date: 03/06/2026

Current price: $20.55

Expense ratio: 0.79%

Assets under management
$46.8M
-0.09% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

0.69%

Ann. -14.21% (Sharpe / Sortino numerator)

Volatility

8.24%

Sharpe ratio

-2.164

VaR 95%

-0.68%

CVaR 95%: -0.92%
Max drawdown: -2.57%
Sortino ratio: -3.753
Calmar ratio: -5.52

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

0.02%

Ann. 5.05% (Sharpe / Sortino numerator)

Volatility

8.33%

Sharpe ratio

0.171

VaR 95%

-0.68%

CVaR 95%: -1.21%
Max drawdown: -2.95%
Sortino ratio: 0.217
Calmar ratio: 1.71

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

2.46%

Ann. 4.70% (Sharpe / Sortino numerator)

Volatility

6.67%

Sharpe ratio

0.160

VaR 95%

-0.57%

CVaR 95%: -0.95%
Max drawdown: -2.95%
Sortino ratio: 0.215
Calmar ratio: 1.59

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

9.55%

Ann. 7.23% (Sharpe / Sortino numerator)

Volatility

6.37%

Sharpe ratio

0.566

VaR 95%

-0.57%

CVaR 95%: -0.95%
Max drawdown: -2.95%
Sortino ratio: 0.769
Calmar ratio: 2.45

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

10.73%

Ann. 6.11% (Sharpe / Sortino numerator)

Volatility

6.81%

Sharpe ratio

0.365

VaR 95%

-0.63%

CVaR 95%: -0.96%
Max drawdown: -5.37%
Sortino ratio: 0.522
Calmar ratio: 1.14

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

16.79%

Ann. 5.34% (Sharpe / Sortino numerator)

Volatility

7.21%

Sharpe ratio

0.237

VaR 95%

-0.70%

CVaR 95%: -1.02%
Max drawdown: -8.44%
Sortino ratio: 0.353
Calmar ratio: 0.63

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.037%

Best day

1.926%

29/01/2026
Worst day

-1.689%

28/01/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $20.57 $20.57 $20.53 $20.55 5,200
02/06/2026 $20.35 $20.64 $20.35 $20.62 18,000
01/06/2026 $20.55 $20.61 $20.50 $20.59 72,900
29/05/2026 $20.63 $20.63 $20.58 $20.59 3,900
28/05/2026 $20.52 $20.57 $20.52 $20.57 21,500
27/05/2026 $20.53 $20.55 $20.49 $20.52 51,900
26/05/2026 $21.11 $21.11 $20.58 $20.62 14,800
22/05/2026 $20.52 $20.53 $20.48 $20.53 14,300
21/05/2026 $20.46 $20.48 $20.41 $20.48 6,400
20/05/2026 $20.44 $20.48 $20.39 $20.47 2,800