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 +27.56% over the past year and +9.57% YTD, with dividends reinvested. Since Oct. 1, 2019, OVF is up +38.81% in real purchasing-power return, or +5.06%/yr, and is currently −1.64% below its real total-return high on Feb. 25, 2026.

Tue 2019-10-01? to Fri 2026-05-22 YTD
Return 		1 Year
Return
OVF × 		+9.57%
2026-05-22 		+27.56%
2026-05-22
Overlay Shares Foreign Equity ETF Exchange-Traded Fund

Returns

Tue 2019-10-01? to Fri 2026-05-22 Overall
Return 		Exponential
Trendline
OVF × 		+38.81%
+5.06%/yr 		+2.36%/yr
(R2=0.122)
Overlay Shares Foreign Equity ETF Exchange-Traded Fund

Growth of $10,000

Tue 2019-10-01? to Fri 2026-05-22 Start
Value 		End
Value
OVF × 		$10,000.00
2019-10-01 		$13,881.09
2026-05-22
Overlay Shares Foreign Equity ETF Exchange-Traded Fund

Annual Returns

Year OVF
2026 (YTD) +9.57%
2025 +29.56%
2024 +3.42%
2023 +11.52%
2022 −22.64%
2021 +2.36%
2020 +1.27%
2019 +5.73%

Drawdowns

Tue 2019-10-01? to Fri 2026-05-22 Current
Drawdown 		Worst
Drawdown
OVF × 		−1.64%
from 2026-02-25 peak 		−35.64%
2022-10-14
from 2021-09-03 peak
Overlay Shares Foreign Equity ETF Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-05-22 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
OVF × 		+27.56% +38.18%
+17.56%/yr 		+52.63%
+15.13%/yr 		+27.52%
+4.98%/yr 		—
Overlay Shares Foreign Equity ETF Exchange-Traded Fund