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 +9.41% over the past year and +5.84% YTD, with dividends reinvested. Since Oct. 1, 2019, OVF is up +34.08% in real purchasing-power return, or +4.22%/yr, and is currently −7.74% below its real total-return high on Sep. 4, 2026.

Data ending Mon Nov. 2, 2026

Growth of $10,000

Tue 2019-10-01💬 to Mon 2026-11-02 Overall
Return 		Exponential
Trendline
OVF × 		+34.08%
+4.22%/yr 		+3.63%/yr
R2=0.244
Overlay Shares Foreign Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Mon 2026-11-02 Start
Value 		End
Value
OVF × 		$10,000.00
2019-10-01 		$13,407.69
2026-11-02

This Year’s Performance

through 2026-11-02

  YTD YoY
OVF × 		+5.84% +9.41%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVF × 		−7.74%
on 2026-11-02
from 2026-09-04 peak 		−35.64%
on 2022-10-14
from 2021-09-03 peak

Rolling Returns

Period ending Mon 2026-11-02 1 yr 2 yr 3 yr 5 yr 10 yr
OVF × 		+9.41% +32.10%
+14.94%/yr 		+60.23%
+17.02%/yr 		+22.02%
+4.06%/yr 		—

Annual Returns

Year OVF
2026 (YTD) +5.84%
2025 +29.56%
2024 +3.42%
2023 +11.52%
2022 −22.64%
2021 +2.36%
2020 +1.27%
2019 +5.73%