Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
OVT (Listed Funds Trust – Overlay Shares Short Term Bond ETF) 1.83% 7.87% 7.08% 2.85% NA NA NA
Data as of 06/17/2026, Common starting date is 01/19/2021
More Performance Analytics Comparison
Name Start Date End Date
OVT (Listed Funds Trust – Overlay Shares Short Term Bond ETF) 01/19/2021 06/17/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) 0.09 7.87 7.08 2.85 NA NA NA 1.83 7.63 7.44 7.74 -9.68 2.10
Sharpe Ratio NA 1.53 0.96 0.07 NA NA NA 0.60 1.18 0.88 0.96 -1.70 0.76
Standard Deviation(%) NA 3.57 4.22 4.65 NA NA NA 3.94 4.05 4.32 4.29 6.56 2.86
Draw Down(%) NA 1.53 3.52 13.58 NA NA NA 1.53 3.25 2.66 3.52 12.85 1.35
Yield(%) 0.00 8.19 6.72 5.05 2.63 1.75 1.31 2.64 7.23 6.25 5.23 3.57 4.31
Data as of 06/17/2026, Common starting date is 01/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OVT (Listed Funds Trust – Overlay Shares Short Term Bond ETF) -0.26%
Apr 2021 – Apr 2024
3.03%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OVT (Listed Funds Trust – Overlay Shares Short Term Bond ETF) 8.09%
Feb 2023 – Feb 2026
3.30%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return