All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

OVF: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

OVF real return snapshot: after CPI-U inflation, OVF returned +17.13% over the past year and +11.38% YTD, with dividends reinvested. Since Oct. 1, 2019, OVF is up +41.10% in real purchasing-power return, or +5.06%/yr, and is currently −2.95% below its real 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 × 		+41.10%
+5.06%/yr 		+3.39%/yr
R2=0.216
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 		$14,109.52
2026-09-23

This Year’s Performance

through 2026-09-23

  YTD YoY
OVF × 		+11.38% +17.13%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVF × 		−2.95%
on 2026-09-23
from 2026-09-04 peak 		−35.64%
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 × 		+17.13% +34.22%
+15.85%/yr 		+63.71%
+17.86%/yr 		+25.30%
+4.61%/yr 		—

Annual Returns

Year OVF
2026 (YTD) +11.38%
2025 +29.56%
2024 +3.42%
2023 +11.52%
2022 −22.64%
2021 +2.36%
2020 +1.27%
2019 +5.73%