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 +24.50% over the past year and +14.29% YTD, with dividends reinvested. Since Oct. 1, 2019, OVF is up +44.79% in real purchasing-power return, or +5.49%/yr, and is currently −0.26% below its real total-return high on Aug. 17, 2026.

Data ending Thu Sep. 3, 2026

Growth of $10,000

Tue 2019-10-01💬 to Thu 2026-09-03 Overall
Return 		Exponential
Trendline
OVF × 		+44.79%
+5.49%/yr 		+3.25%/yr
R2=0.202
Overlay Shares Foreign Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Thu 2026-09-03 Start
Value 		End
Value
OVF × 		$10,000.00
2019-10-01 		$14,479.05
2026-09-03

This Year’s Performance

through 2026-09-03

  YTD YoY
OVF × 		+14.29% +24.50%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVF × 		−0.26%
on 2026-09-03
from 2026-08-17 peak 		−35.64%
on 2022-10-14
from 2021-09-03 peak

Rolling Returns

Period ending Thu 2026-09-03 1 yr 2 yr 3 yr 5 yr 10 yr
OVF × 		+24.50% +37.68%
+17.34%/yr 		+62.31%
+17.52%/yr 		+26.46%
+4.81%/yr 		—

Annual Returns

Year OVF
2026 (YTD) +14.29%
2025 +29.56%
2024 +3.42%
2023 +11.52%
2022 −22.64%
2021 +2.36%
2020 +1.27%
2019 +5.73%