OVERLAY SHARES HEDGED LARGE CAP EQUITY ETF

Symbol: OVLH

Exchange: BATS

Sector: Technology

Category: Equity Hedged

Inception Date: 14/01/2021

Latest Date: 17/04/2026

Current Price: $40.37

Expense Ratio: 0.80%

Assets Under Management
$98.1M
0.55% daily change

Period Performance

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

Adjusted Return
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Performance Metrics

Return

5.26%

Volatility

9.39%

Sharpe Ratio

-3.858

VaR 95%

-0.90%

CVaR 95%: -0.93%
Max Drawdown: -5.00%
Sortino Ratio: -6.901
Calmar Ratio: -6.52
Return

3.11%

Volatility

9.04%

Sharpe Ratio

-1.917

VaR 95%

-0.90%

CVaR 95%: -1.14%
Max Drawdown: -6.36%
Sortino Ratio: -2.920
Calmar Ratio: -2.16
Return

3.23%

Volatility

8.81%

Sharpe Ratio

-1.000

VaR 95%

-0.94%

CVaR 95%: -1.21%
Max Drawdown: -6.36%
Sortino Ratio: -1.427
Calmar Ratio: -0.81
Return

23.08%

Volatility

10.39%

Sharpe Ratio

1.022

VaR 95%

-0.96%

CVaR 95%: -1.30%
Max Drawdown: -6.36%
Sortino Ratio: 1.634
Calmar Ratio: 2.24
Return

34.01%

Volatility

9.60%

Sharpe Ratio

0.775

VaR 95%

-0.95%

CVaR 95%: -1.24%
Max Drawdown: -8.81%
Sortino Ratio: 1.204
Calmar Ratio: 1.26
Return

56.19%

Volatility

9.65%

Sharpe Ratio

1.106

VaR 95%

-0.94%

CVaR 95%: -1.20%
Max Drawdown: -9.57%
Sortino Ratio: 1.810
Calmar Ratio: 1.49

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 17/04/2025 - 17/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.086%

Best Day

2.212%

10/04/2026
Worst Day

-1.805%

10/10/2025
Days with Data

246

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
17/04/2026 $40.15 $40.37 $40.15 $40.37 28,900
16/04/2026 $39.85 $39.94 $39.83 $39.90 3,700
15/04/2026 $39.57 $39.83 $39.57 $39.83 11,600
14/04/2026 $39.28 $39.53 $39.28 $39.52 9,100
13/04/2026 $38.91 $39.15 $38.80 $39.15 144,100
10/04/2026 $38.88 $38.88 $38.83 $38.87 1,300
02/04/2026 $37.96 $38.07 $37.83 $38.03 12,000
01/04/2026 $37.98 $38.16 $37.98 $38.05 32,400
31/03/2026 $37.61 $37.88 $37.57 $37.87 5,100
30/03/2026 $37.44 $37.44 $37.33 $37.38 2,900