OVERLAY SHARES LARGE CAP EQUITY ETF

Symbol: OVL

Exchange: BATS

Sector: Technology

Category: Derivative Income

Inception Date: 30/09/2019

Latest Date: 17/04/2026

Current Price: $55.05

Expense Ratio: 0.79%

Assets Under Management
$164.6M
0.42% 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

8.01%

Volatility

20.01%

Sharpe Ratio

-2.236

VaR 95%

-1.74%

CVaR 95%: -1.90%
Max Drawdown: -7.79%
Sortino Ratio: -4.538
Calmar Ratio: -5.28
Return

6.39%

Volatility

17.43%

Sharpe Ratio

-0.947

VaR 95%

-1.75%

CVaR 95%: -2.24%
Max Drawdown: -9.53%
Sortino Ratio: -1.441
Calmar Ratio: -1.35
Return

7.64%

Volatility

16.45%

Sharpe Ratio

-0.266

VaR 95%

-1.73%

CVaR 95%: -2.30%
Max Drawdown: -9.53%
Sortino Ratio: -0.374
Calmar Ratio: -0.08
Return

41.35%

Volatility

20.27%

Sharpe Ratio

0.815

VaR 95%

-1.75%

CVaR 95%: -2.99%
Max Drawdown: -9.53%
Sortino Ratio: 1.024
Calmar Ratio: 2.11
Return

49.16%

Volatility

20.56%

Sharpe Ratio

0.529

VaR 95%

-1.82%

CVaR 95%: -3.05%
Max Drawdown: -21.73%
Sortino Ratio: 0.618
Calmar Ratio: 0.67
Return

84.88%

Volatility

18.54%

Sharpe Ratio

0.891

VaR 95%

-1.72%

CVaR 95%: -2.67%
Max Drawdown: -21.73%
Sortino Ratio: 1.091
Calmar Ratio: 0.93

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

0.146%

Best Day

3.628%

10/04/2026
Worst Day

-3.281%

10/10/2025
Days with Data

246

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
17/04/2026 $54.82 $55.18 $54.72 $55.05 55,800
16/04/2026 $54.47 $54.47 $54.10 $54.35 49,600
15/04/2026 $53.88 $54.24 $53.78 $54.24 11,800
14/04/2026 $53.29 $53.75 $53.29 $53.75 19,700
13/04/2026 $52.43 $53.10 $52.43 $53.08 253,800
10/04/2026 $52.73 $52.74 $52.44 $52.55 17,500
02/04/2026 $49.93 $50.71 $49.93 $50.71 20,300
01/04/2026 $50.43 $50.86 $50.43 $50.53 70,700
31/03/2026 $49.32 $50.30 $49.32 $50.30 17,400
30/03/2026 $49.45 $49.45 $48.42 $48.67 29,700