Performance analysis of OVF (OVERLAY SHARES FOREIGN EQUITY ETF)
Annual Return
Over the past 3 years, OVF has had an average annual return of +18.29%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, OVF has had an average annual return of +9.09%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Oct 1, 2019, OVF has had an average annual return of +9.09%, underperforming the benchmark SPY, which returned +16.42% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.11% | +33% | +6.37% | +15.26% | -17.62% | +9.55% | +2.67% | +5.80% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.15% | +5.39% | -7.89% | +7.38% | +3.82% | -0.60% | -0.94% | +13.11% | |||||
| 2025 | +4.29% | +2.36% | -1.34% | +3.03% | +5.28% | +4.20% | -1.01% | +4.23% | +3.17% | +1.69% | +0.37% | +2.84% | +33% |
| 2024 | -0.79% | +4.20% | +3.78% | -3.89% | +5.26% | -0.43% | +2.47% | +3.07% | +2.04% | -5.37% | +0.13% | -3.60% | +6.37% |
| 2023 | +6.06% | -4.05% | +4.39% | +3.85% | -4.06% | +3.18% | +3.09% | -3.37% | -5.06% | -4.53% | +10.59% | +5.70% | +15.26% |
| 2022 | -5.47% | -1.17% | +0.29% | -6.33% | -0.97% | -5.77% | +4.20% | -5.69% | -10.37% | +3.57% | +11.57% | -1.15% | -17.62% |
| 2021 | -0.82% | -0.58% | +2.11% | +2.13% | +3.29% | +0.69% | +1.27% | +2.40% | -4.45% | +2.25% | -2.12% | +3.30% | +9.55% |
| 2020 | -1.93% | -9.84% | -9.14% | +5.68% | +3.56% | +1.92% | +2.08% | +3.47% | -1.21% | -3.94% | +9.93% | +3.96% | +2.67% |
| 2019 | +3.36% | +0.48% | +1.87% | +5.80% |
Drawdown analysis of OVF (OVERLAY SHARES FOREIGN EQUITY ETF)
The maximum drawdown for the OVF was -30.06%, occurring on Oct 14, 2022. Recovery took 396 trading sessions.
The current OVF drawdown is -2.41%.
Since Oct 1, 2019 OVF has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.06% | Sep 3, 2021 | 280 | Oct 14, 2022 | 396 | May 14, 2024 | 676 |
| -29.61% | Jan 17, 2020 | 44 | Mar 23, 2020 | 195 | Dec 29, 2020 | 239 |
| -15.88% | Sep 26, 2024 | 132 | Apr 8, 2025 | 18 | May 5, 2025 | 150 |
| -11.63% | Feb 25, 2026 | 23 | Mar 30, 2026 | 26 | May 6, 2026 | 49 |
| -8.91% | Jul 12, 2024 | 16 | Aug 5, 2024 | 14 | Aug 23, 2024 | 30 |
| -5.95% | Nov 12, 2025 | 6 | Nov 20, 2025 | 13 | Dec 10, 2025 | 19 |
| -5.43% | Feb 16, 2021 | 12 | Mar 4, 2021 | 29 | Apr 15, 2021 | 41 |
| -5.36% | Jun 2, 2026 | 6 | Jun 10, 2026 | 6 | Jun 18, 2026 | 12 |
| -4.70% | Jul 23, 2025 | 7 | Aug 1, 2025 | 8 | Aug 13, 2025 | 15 |
| -4.48% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -4.13% | Jun 18, 2026 | 20 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -4.03% | Oct 6, 2025 | 4 | Oct 10, 2025 | 6 | Oct 20, 2025 | 10 |
| -3.25% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -3.14% | Jan 26, 2021 | 3 | Jan 29, 2021 | 7 | Feb 9, 2021 | 10 |
| -3.09% | May 7, 2021 | 3 | May 12, 2021 | 8 | May 24, 2021 | 11 |
| -2.73% | Oct 27, 2025 | 6 | Nov 4, 2025 | 6 | Nov 12, 2025 | 12 |
| -2.62% | Jun 12, 2025 | 5 | Jun 20, 2025 | 4 | Jun 26, 2025 | 9 |
| -2.52% | May 20, 2024 | 18 | Jun 14, 2024 | 12 | Jul 3, 2024 | 30 |
| -2.48% | Aug 22, 2025 | 6 | Sep 2, 2025 | 4 | Sep 8, 2025 | 10 |
| -2.46% | Jan 16, 2026 | 1 | Jan 20, 2026 | 3 | Jan 23, 2026 | 4 |
| -2.42% | Jul 14, 2021 | 3 | Jul 19, 2021 | 8 | Jul 29, 2021 | 11 |
| -2.38% | Jan 27, 2026 | 7 | Feb 5, 2026 | 1 | Feb 6, 2026 | 8 |
| -2.15% | Jun 15, 2021 | 3 | Jun 18, 2021 | 15 | Jul 12, 2021 | 18 |
| -2.08% | Dec 11, 2025 | 4 | Dec 17, 2025 | 3 | Dec 22, 2025 | 7 |
| -1.84% | Sep 22, 2025 | 3 | Sep 25, 2025 | 4 | Oct 1, 2025 | 7 |