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 +17.09% over the past year and +7.99% YTD, with dividends reinvested. Since Oct. 1, 2019, OVF is up +36.80% in real purchasing-power return, or +4.71%/yr, and is currently −3.87% below its real total-return high on Jun. 22, 2026.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Tue 2019-10-01💬 to Fri 2026-07-24 Overall
Return 		Exponential
Trendline
OVF × 		+36.80%
+4.71%/yr 		+2.89%/yr
R2=0.169
Overlay Shares Foreign Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2019-10-01💬 to Fri 2026-07-24 Start
Value 		End
Value
OVF × 		$10,000.00
2019-10-01 		$13,680.06
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
OVF × 		+7.99% +17.09%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
OVF × 		−3.87%
on 2026-07-24
from 2026-06-22 peak 		−35.64%
on 2022-10-14
from 2021-09-03 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
OVF × 		+17.09% +36.85%
+16.98%/yr 		+49.03%
+14.23%/yr 		+23.71%
+4.35%/yr 		—

Annual Returns

Year OVF
2026 (YTD) +7.99%
2025 +29.56%
2024 +3.42%
2023 +11.52%
2022 −22.64%
2021 +2.36%
2020 +1.27%
2019 +5.73%