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 +21.37% over the past year and +11.54% YTD, with dividends reinvested. Since Oct. 1, 2019, OVF is up +78.33% in nominal total return, or +8.86%/yr, and is currently −3.74% below its total-return high on Jun. 18, 2026.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Tue 2019-10-01💬 to Fri 2026-07-24 Overall
Return
Exponential
Trendline
OVF
×
+78.33%
+8.86%/yr
+7.40%/yr
R2=0.612
Overlay Shares Foreign Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Fri 2026-07-24 Start
Value
End
Value
OVF
×
$10,000.00
2019-10-01
$17,832.67
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
OVF
×
+11.54% +21.37%

Drawdowns

  Current
Drawdown
Worst
Drawdown
OVF
×
−3.74%
on 2026-07-24
from 2026-06-18 peak
−30.07%
on 2022-10-14
from 2021-09-03 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
OVF
×
+21.37% +45.66%
+20.69%/yr
+63.26%
+17.75%/yr
+51.87%
+8.72%/yr

Annual Returns

Year OVF
2026 (YTD) +11.54%
2025 +33.03%
2024 +6.40%
2023 +15.25%
2022 −17.64%
2021 +9.56%
2020 +2.65%
2019 +5.81%