All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
OVF real return snapshot: after CPI-U inflation, OVF returned +21.95% over the past year and +9.75% YTD, with dividends reinvested. Since Oct. 1, 2019, OVF is up +39.04% in real purchasing-power return, or +5.00%/yr, and is currently −1.93% below its real total-return high on Jun. 2, 2026.
Data ending Thu Jul. 2, 2026
| Tue 2019-10-01💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| OVF × |
+9.75%
2026-07-02 |
+21.95%
2026-07-02 |
||||
| Overlay Shares Foreign Equity ETF Exchange-Traded Fund | ||||||
| Tue 2019-10-01💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| OVF × |
+39.04%
+5.00%/yr |
+2.71%/yr
(R2=0.152) |
||||
| Overlay Shares Foreign Equity ETF Exchange-Traded Fund | ||||||
| Tue 2019-10-01💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| OVF × |
$10,000.00
2019-10-01 |
$13,903.77
2026-07-02 |
||||
| Overlay Shares Foreign Equity ETF Exchange-Traded Fund | ||||||
| Year | OVF |
|---|---|
| 2026 (YTD) | +9.75% |
| 2025 | +29.56% |
| 2024 | +3.42% |
| 2023 | +11.52% |
| 2022 | −22.64% |
| 2021 | +2.36% |
| 2020 | +1.27% |
| 2019 | +5.73% |
| Tue 2019-10-01💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| OVF × |
−1.93%
from 2026-06-02 peak |
−35.64%
2022-10-14 from 2021-09-03 peak |
||||
| Overlay Shares Foreign Equity ETF Exchange-Traded Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| OVF × | +21.95% |
+38.50% +17.69%/yr |
+54.35% +15.57%/yr |
+26.29% +4.78%/yr |
— | |
| Overlay Shares Foreign Equity ETF Exchange-Traded Fund | ||||||
