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 +21.12% over the past year and +15.38% YTD, with dividends reinvested. Since Oct. 1, 2019, OVF is up +84.45% in nominal total return, or +9.17%/yr, and is currently −2.78% below its total-return high on Sep. 4, 2026.

Data ending Wed Sep. 23, 2026

Growth of $10,000

Tue 2019-10-01💬 to Wed 2026-09-23 Overall
Return
Exponential
Trendline
OVF
×
+84.45%
+9.17%/yr
+7.88%/yr
R2=0.637
Overlay Shares Foreign Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Wed 2026-09-23 Start
Value
End
Value
OVF
×
$10,000.00
2019-10-01
$18,445.28
2026-09-23

This Year’s Performance

through 2026-09-23

  YTD YoY
OVF
×
+15.38% +21.12%

Drawdowns

  Current
Drawdown
Worst
Drawdown
OVF
×
−2.78%
on 2026-09-23
from 2026-09-04 peak
−30.07%
on 2022-10-14
from 2021-09-03 peak

Rolling Returns

Period ending Wed 2026-09-23 1 yr 2 yr 3 yr 5 yr 10 yr
OVF
×
+21.12% +42.95%
+19.56%/yr
+78.66%
+21.34%/yr
+53.43%
+8.94%/yr

Annual Returns

Year OVF
2026 (YTD) +15.38%
2025 +33.03%
2024 +6.40%
2023 +15.25%
2022 −17.64%
2021 +9.56%
2020 +2.65%
2019 +5.81%