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 +19.84% over the past year and +13.82% YTD, with dividends reinvested. Since Oct. 1, 2019, OVF is up +81.96% in nominal total return, or +8.88%/yr, and is currently −4.09% below its total-return high on Sep. 4, 2026.

Data ending Tue Oct. 13, 2026

Growth of $10,000

Tue 2019-10-01💬 to Tue 2026-10-13 Overall
Return
Exponential
Trendline
OVF
×
+81.96%
+8.88%/yr
+8.01%/yr
R2=0.646
Overlay Shares Foreign Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Tue 2026-10-13 Start
Value
End
Value
OVF
×
$10,000.00
2019-10-01
$18,195.68
2026-10-13

This Year’s Performance

through 2026-10-13

  YTD YoY
OVF
×
+13.82% +19.84%

Drawdowns

  Current
Drawdown
Worst
Drawdown
OVF
×
−4.09%
on 2026-10-13
from 2026-09-04 peak
−30.07%
on 2022-10-14
from 2021-09-03 peak

Rolling Returns

Period ending Tue 2026-10-13 1 yr 2 yr 3 yr 5 yr 10 yr
OVF
×
+19.84% +39.65%
+18.17%/yr
+81.09%
+21.89%/yr
+57.38%
+9.49%/yr
—

Annual Returns

Year OVF
2026 (YTD) +13.82%
2025 +33.03%
2024 +6.40%
2023 +15.25%
2022 −17.64%
2021 +9.56%
2020 +2.65%
2019 +5.81%