All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

OVF: Total Return Chart (with Dividends Reinvested)

OVF total return snapshot: OVF returned +18.22% over the past year and +14.00% YTD, with dividends reinvested. Since Oct. 1, 2019, OVF is up +82.25% in nominal total return, or +8.93%/yr, and is currently −3.94% below its total-return high on Sep. 4, 2026.

Data ending Wed Oct. 7, 2026

Growth of $10,000

Tue 2019-10-01💬 to Wed 2026-10-07 Overall
Return
Exponential
Trendline
OVF
×
+82.25%
+8.93%/yr
+7.97%/yr
R2=0.643
Overlay Shares Foreign Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Wed 2026-10-07 Start
Value
End
Value
OVF
×
$10,000.00
2019-10-01
$18,225.24
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
OVF
×
+14.00% +18.22%

Drawdowns

  Current
Drawdown
Worst
Drawdown
OVF
×
−3.94%
on 2026-10-07
from 2026-09-04 peak
−30.07%
on 2022-10-14
from 2021-09-03 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
OVF
×
+18.22% +39.91%
+18.28%/yr
+80.75%
+21.81%/yr
+58.27%
+9.62%/yr
—

Annual Returns

Year OVF
2026 (YTD) +14.00%
2025 +33.03%
2024 +6.40%
2023 +15.25%
2022 −17.64%
2021 +9.56%
2020 +2.65%
2019 +5.81%