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 +24.12% over the past year and +10.71% YTD, with dividends reinvested. Since Oct. 1, 2019, OVF is up +40.25% in real purchasing-power return, or +5.11%/yr, and is currently −1.44% below its real total-return high on Jun. 22, 2026.

Data ending Wed Jul. 15, 2026

Tue 2019-10-01💬 to Wed 2026-07-15 YTD
Return
1 Year
Return
OVF
×
+10.71%
2026-07-15
+24.12%
2026-07-15
Overlay Shares Foreign Equity ETF Exchange-Traded Fund

Returns

Tue 2019-10-01💬 to Wed 2026-07-15 Overall
Return
Exponential
Trendline
OVF
×
+40.25%
+5.11%/yr
+2.81%/yr
(R2=0.161)
Overlay Shares Foreign Equity ETF Exchange-Traded Fund

Growth of $10,000

Tue 2019-10-01💬 to Wed 2026-07-15 Start
Value
End
Value
OVF
×
$10,000.00
2019-10-01
$14,025.31
2026-07-15
Overlay Shares Foreign Equity ETF Exchange-Traded Fund

Annual Returns

Year OVF
2026 (YTD) +10.71%
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 Wed 2026-07-15 Current
Drawdown
Worst
Drawdown
OVF
×
−1.44%
from 2026-06-22 peak
−35.64%
2022-10-14
from 2021-09-03 peak
Overlay Shares Foreign Equity ETF Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-07-15 1
Year
2
Years
3
Years
5
Years
10
Years
OVF
×
+24.12% +35.73%
+16.50%/yr
+53.18%
+15.28%/yr
+27.10%
+4.91%/yr
Overlay Shares Foreign Equity ETF Exchange-Traded Fund