LGI,AOD,ETO,AGD,IDVO,EMD,OVF: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2022-09-08💬 to Fri 2026-05-29	YTD Return	1 Year Return
LGI ×	+6.54% 2026-05-29	+21.18% 2026-05-29
Lazard Global Total Return & Income Closed Fund NYSE Mutual Fund
AOD ×	+9.35% 2026-05-29	+34.03% 2026-05-29
Aberdeen Total Dynamic Dividend Fund NYSE Mutual Fund
ETO ×	+1.95% 2026-05-29	+23.19% 2026-05-29
Eaton Vance Tax Advantaged Global Dividend Opportunities Closed Fund NYSE Mutual Fund
AGD ×	+9.41% 2026-05-29	+29.95% 2026-05-29
Aberdeen Global Dynamic Dividend Fund NYSE Mutual Fund
IDVO ×	+10.11% 2026-05-29	+30.49% 2026-05-29
Amplify International Enhanced Dividend Income ETF Exchange-Traded Fund
EMD ×	+1.91% 2026-05-29	+19.48% 2026-05-29
Western Asset Emerging Markets Debt NYSE Mutual Fund
OVF ×	+11.43% 2026-05-29	+28.68% 2026-05-29
Overlay Shares Foreign Equity ETF Exchange-Traded Fund

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Returns

Thu 2022-09-08💬 to Fri 2026-05-29	Overall Return	Exponential Trendline
LGI ×	+40.48% +9.57%/yr	+13.02%/yr (R2=0.853)
Lazard Global Total Return & Income Closed Fund NYSE Mutual Fund
AOD ×	+73.42% +15.95%/yr	+15.99%/yr (R2=0.896)
Aberdeen Total Dynamic Dividend Fund NYSE Mutual Fund
ETO ×	+56.14% +12.72%/yr	+14.91%/yr (R2=0.926)
Eaton Vance Tax Advantaged Global Dividend Opportunities Closed Fund NYSE Mutual Fund
AGD ×	+71.05% +15.52%/yr	+17.35%/yr (R2=0.871)
Aberdeen Global Dynamic Dividend Fund NYSE Mutual Fund
IDVO ×	+87.63% +18.43%/yr	+17.81%/yr (R2=0.926)
Amplify International Enhanced Dividend Income ETF Exchange-Traded Fund
EMD ×	+54.63% +12.43%/yr	+15.55%/yr (R2=0.924)
Western Asset Emerging Markets Debt NYSE Mutual Fund
OVF ×	+73.22% +15.91%/yr	+14.54%/yr (R2=0.898)
Overlay Shares Foreign Equity ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2022-09-08💬 to Fri 2026-05-29	Start Value	End Value
LGI ×	$10,000.00 2022-09-08	$14,047.99 2026-05-29
Lazard Global Total Return & Income Closed Fund NYSE Mutual Fund
AOD ×	$10,000.00 2022-09-08	$17,341.67 2026-05-29
Aberdeen Total Dynamic Dividend Fund NYSE Mutual Fund
ETO ×	$10,000.00 2022-09-08	$15,614.50 2026-05-29
Eaton Vance Tax Advantaged Global Dividend Opportunities Closed Fund NYSE Mutual Fund
AGD ×	$10,000.00 2022-09-08	$17,104.61 2026-05-29
Aberdeen Global Dynamic Dividend Fund NYSE Mutual Fund
IDVO ×	$10,000.00 2022-09-08	$18,763.05 2026-05-29
Amplify International Enhanced Dividend Income ETF Exchange-Traded Fund
EMD ×	$10,000.00 2022-09-08	$15,463.03 2026-05-29
Western Asset Emerging Markets Debt NYSE Mutual Fund
OVF ×	$10,000.00 2022-09-08	$17,321.71 2026-05-29
Overlay Shares Foreign Equity ETF Exchange-Traded Fund

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Annual Returns

Year	LGI	AOD	ETO	AGD	IDVO	EMD	OVF
2026 (YTD)	+6.54%	+9.35%	+1.95%	+9.41%	+10.11%	+1.91%	+11.43%
2025	+18.18%	+28.70%	+26.56%	+30.81%	+32.91%	+20.21%	+29.56%
2024	+11.18%	+12.83%	+12.30%	+13.13%	+7.07%	+13.04%	+3.42%
2023	+9.20%	+9.08%	+17.58%	+3.88%	+13.72%	+8.62%	+11.52%
2022	−25.41%	−22.13%	−34.22%	−20.46%	+5.29%	−25.59%	−22.64%
2021	+17.04%	+15.73%	+28.18%	+15.61%	—	−6.87%	+2.36%
2020	+15.46%	+6.75%	+4.85%	+8.02%	—	+5.59%	+1.27%
2019	+27.36%	+31.92%	+47.62%	+29.53%	—	+23.79%	+5.73%
2018	−12.16%	−19.12%	−20.71%	−16.57%	—	−15.32%	—
2017	+36.50%	+32.66%	+30.81%	+30.29%	—	+11.93%	—
2016	+10.77%	+6.24%	+4.97%	+6.48%	—	+15.15%	—
2015	−11.44%	−2.53%	−4.53%	−3.26%	—	−5.57%	—
2014	−4.31%	+8.88%	+11.14%	+3.35%	—	−1.29%	—
2013	+22.90%	+11.59%	+31.28%	+3.97%	—	−16.20%	—
2012	+20.15%	+5.06%	+25.18%	+13.47%	—	+21.39%	—
2011	−7.22%	−18.92%	−13.42%	−23.38%	—	+7.53%	—
2010	+7.40%	−24.28%	+12.14%	−18.46%	—	+12.09%	—
2009	+33.41%	+72.37%	+45.72%	+67.08%	—	+49.58%	—
2008	−44.14%	−56.14%	−53.71%	−61.47%	—	−20.88%	—
2007	+6.99%	−12.97%	+11.57%	+4.97%	—	+3.64%	—
2006	+32.51%	—	+30.28%	+24,119,306.43%	—	+5.86%	—
2005	−1.10%	—	+25.84%	—	—	−3.65%	—
2004	−0.99%	—	+5.91%	—	—	+3.77%	—
2003	—	—	—	—	—	+47.82%	—
2002	—	—	—	—	—	−0.85%	—
2001	—	—	—	—	—	+7.17%	—
2000	—	—	—	—	—	+3.09%	—
1999	—	—	—	—	—	+1.86%	—
1998	—	—	—	—	—	−34.35%	—
1997	—	—	—	—	—	−10.31%	—
1996	—	—	—	—	—	+26.97%	—
1995	—	—	—	—	—	+9.58%	—
1994	—	—	—	—	—	−37.82%	—
1993	—	—	—	—	—	+29.77%	—
1992	—	—	—	—	—	−3.35%	—

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Drawdowns

Thu 2022-09-08💬 to Fri 2026-05-29	Current Drawdown	Worst Drawdown
LGI ×	−7.20% from 2026-02-25 peak	−23.12% 2025-04-07 from 2024-09-27 peak
Lazard Global Total Return & Income Closed Fund NYSE Mutual Fund
AOD ×	−1.48% from 2026-02-26 peak	−17.49% 2026-03-27 from 2026-02-26 peak
Aberdeen Total Dynamic Dividend Fund NYSE Mutual Fund
ETO ×	—	−18.78% 2025-04-07 from 2024-12-09 peak
Eaton Vance Tax Advantaged Global Dividend Opportunities Closed Fund NYSE Mutual Fund
AGD ×	−5.19% from 2025-10-07 peak	−21.55% 2026-03-30 from 2025-10-07 peak
Aberdeen Global Dynamic Dividend Fund NYSE Mutual Fund
IDVO ×	−3.15% from 2026-02-25 peak	−15.60% 2025-04-08 from 2025-03-19 peak
Amplify International Enhanced Dividend Income ETF Exchange-Traded Fund
EMD ×	−4.32% from 2026-02-18 peak	−17.62% 2022-10-19 from 2022-09-09 peak
Western Asset Emerging Markets Debt NYSE Mutual Fund
OVF ×	−0.04% from 2026-05-26 peak	−17.16% 2025-04-08 from 2024-09-26 peak
Overlay Shares Foreign Equity ETF Exchange-Traded Fund

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Rolling Returns

Period ending Fri 2026-05-29	1 Year	2 Years	3 Years	5 Years	10 Years
LGI ×	+21.18%	+30.13% +14.08%/yr	+52.37% +15.02%/yr	+16.00% +3.01%/yr	+157.62% +9.92%/yr
Lazard Global Total Return & Income Closed Fund NYSE Mutual Fund
AOD ×	+34.03%	+56.44% +25.09%/yr	+66.29% +18.41%/yr	+37.16% +6.52%/yr	+150.22% +9.60%/yr
Aberdeen Total Dynamic Dividend Fund NYSE Mutual Fund
ETO ×	+23.19%	+36.14% +16.69%/yr	+60.22% +16.96%/yr	+26.35% +4.79%/yr	+136.18% +8.97%/yr
Eaton Vance Tax Advantaged Global Dividend Opportunities Closed Fund NYSE Mutual Fund
AGD ×	+29.95%	+57.59% +25.55%/yr	+70.26% +19.35%/yr	+34.90% +6.17%/yr	+150.31% +9.61%/yr
Aberdeen Global Dynamic Dividend Fund NYSE Mutual Fund
IDVO ×	+30.49%	+44.81% +20.35%/yr	+74.05% +20.22%/yr	—	—
Amplify International Enhanced Dividend Income ETF Exchange-Traded Fund
EMD ×	+19.48%	+35.47% +16.40%/yr	+60.66% +17.07%/yr	+3.63% +0.72%/yr	+34.08% +2.97%/yr
Western Asset Emerging Markets Debt NYSE Mutual Fund
OVF ×	+28.68%	+42.54% +19.40%/yr	+58.39% +16.52%/yr	+28.19% +5.09%/yr	—
Overlay Shares Foreign Equity ETF Exchange-Traded Fund