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 +28.67% over the past year and +18.13% YTD, with dividends reinvested. Since Oct. 1, 2019, OVF is up +88.85% in nominal total return, or +9.62%/yr, and is currently −0.11% below its total-return high on Aug. 17, 2026.

Data ending Thu Sep. 3, 2026

Growth of $10,000

Tue 2019-10-01💬 to Thu 2026-09-03 Overall
Return 		Exponential
Trendline
OVF × 		+88.85%
+9.62%/yr 		+7.74%/yr
R2=0.630
Overlay Shares Foreign Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Thu 2026-09-03 Start
Value 		End
Value
OVF × 		$10,000.00
2019-10-01 		$18,884.73
2026-09-03

This Year’s Performance

through 2026-09-03

  YTD YoY
OVF × 		+18.13% +28.67%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVF × 		−0.11%
on 2026-09-03
from 2026-08-17 peak 		−30.07%
on 2022-10-14
from 2021-09-03 peak

Rolling Returns

Period ending Thu 2026-09-03 1 yr 2 yr 3 yr 5 yr 10 yr
OVF × 		+28.67% +46.46%
+21.02%/yr 		+77.03%
+20.97%/yr 		+54.77%
+9.13%/yr 		—

Annual Returns

Year OVF
2026 (YTD) +18.13%
2025 +33.03%
2024 +6.40%
2023 +15.25%
2022 −17.64%
2021 +9.56%
2020 +2.65%
2019 +5.81%