ALPS O'Shares International Developed Quality… (OEFA) Performance
OEFA total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +8.4% since Dec 31, 2025
- 1 year
- +7.9% total return
- 5 years
- +7.6% a year
- 10 years
- +8.1% a year
- Since first price
- +6.3% a year since 2015
OEFA trailing returns vs SPY, QQQ, AGG
| Period | OEFA total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +3.0% | +3.0% | −1.0% | −5.0% | +0.9% |
| 3 months | +5.2% | +5.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +9.5% | +8.6% | +7.8% | +8.4% | −1.5% |
| YTD | +8.4% | +6.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +7.9% | +6.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +56.2%+16.0%/yr | +41.8% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +44.0%+7.6%/yr | +25.1% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +117.4%+8.1%/yr | +61.0% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionAug 19, 2015 | +98.6%+6.3%/yr | +42.5% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: OEFA vs SPY
From Aug 19, 2015: OEFA grew to $19,857, SPY to $43,865.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
OEFA returns by calendar year
7 of 10 full years positive. Best 2023 (+25.3%), worst 2022 (−18.0%). 2026 is year to date.
OEFA annual returns table
| Year | OEFA | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +8.4% | −13.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +23.8% | −12.1% | +17.7% | +20.8% | +7.2% |
| 2024 | +0.7% | −12.6% | +24.9% | +25.6% | +1.3% |
| 2023 | +25.3% | −13.5% | +26.2% | +54.9% | +5.7% |
| 2022 | −18.0% | −32.2% | −18.2% | −32.6% | −13.0% |
| 2021 | +21.6% | −9.2% | +28.7% | +27.4% | −1.8% |
| 2020 | +0.3% | −33.0% | +18.3% | +48.6% | +7.5% |
| 2019 | +22.7% | −6.5% | +31.2% | +39.0% | +8.5% |
| 2018 | −12.0% | −18.0% | −4.6% | −0.1% | +0.1% |
| 2017 | +21.5% | −4.4% | +21.7% | +32.7% | +3.6% |
| 2016 | −3.3% | −14.5% | +12.0% | +7.1% | +2.4% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
OEFA largest drawdowns
Now 2.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 17, 2020 | −33.0% | Mar 18, 2020 | Jan 4, 2021 | 2 months | 12 months |
| Aug 13, 2021 | −32.8% | Sep 27, 2022 | Dec 14, 2023 | 1.1 years | 2.3 years |
| Jan 26, 2018 | −18.0% | Dec 24, 2018 | Dec 13, 2019 | 11 months | 1.9 years |
| Aug 19, 2015 | −16.0% | Jan 20, 2016 | Apr 25, 2017 | 5 months | 1.7 years |
| Feb 26, 2026 | −13.5% | Mar 27, 2026 | Jul 28, 2026 | 29 days | 5 months |
| Sep 26, 2024 | −12.9% | Jan 3, 2025 | Mar 7, 2025 | 3 months | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
OEFA risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2015 |
|---|---|---|---|---|
| Annualized return | +13.9% | +7.7% | +7.2% | +6.5% |
| Volatility (annualized) | 13.9% | 17.3% | 16.1% | 15.8% |
| Sharpe ratio | 0.70 | 0.31 | 0.37 | 0.35 |
| Sortino ratio | 1.03 | 0.47 | 0.54 | 0.51 |
| Best month | +9.6% | +13.9% | +13.9% | +13.9% |
| Worst month | −10.9% | −10.9% | −13.0% | −13.0% |
| Best 12 months | +28.9% | +31.5% | +35.0% | +35.0% |
| Worst 12 months | +0.7% | −25.3% | −25.3% | −25.3% |
| Positive months | 72% | 62% | 63% | 61% |
| Beta vs S&P 500 | 0.66 | 0.85 | 0.82 | — |
| Correlation with S&P 500 | 0.59 | 0.77 | 0.78 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
OEFA rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 123 | −25.3% | +7.3% | +35.0% | 76% |
| 3-year (a year) | 99 | −3.2% | +6.1% | +22.4% | 94% |
| 5-year (a year) | 75 | −1.5% | +7.1% | +12.2% | 99% |
| 10-year (a year) | 15 | +6.4% | +7.2% | +8.3% | 100% |
Every holding period starting at a month-end since 2015. Returns for 3 years and longer are annualized.
OEFA performance overview
ALPS O'Shares International Developed Quality… (OEFA) returned +7.9% over the past year and +8.1% a year over ten years, with distributions reinvested. Since its first recorded price in 2015 it has returned +6.3% a year, turning $10,000 into about $19,857. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −33.0%, from Jan 17, 2020 to Mar 18, 2020, and it took 10 months to get back to the old high. OEFA finished 7 of its 10 full calendar years with a gain; the best year was 2023 (+25.3%) and the worst 2022 (−18.0%). Volatility has been 15.8% a year.
Related: OEFA chart, OEFA dividends. See the OEFA overview for the latest quote and fund facts.
OEFA performance FAQ
What is the OEFA return over the past year?
OEFA returned +7.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 6.1%.
What is the average annual return of OEFA?
OEFA has returned +7.6% a year over 5 years, +8.1% a year over 10 years, +6.3% a year since August 19, 2015 (total return, distributions reinvested).
How much would $10,000 invested in OEFA be worth?
$10,000 invested in OEFA at its first recorded close on August 19, 2015 would be worth about $19,857 on October 23, 2026 with distributions reinvested.
What was the worst year for OEFA?
The worst calendar year was 2022, with a total return of −18.0%. The best was 2023 at +25.3%.
What is the biggest drawdown of OEFA?
The largest peak-to-trough decline was −33.0% between January 17, 2020 and March 18, 2020. It recovered to the old high on January 4, 2021, 10 months after the bottom.
How volatile is OEFA?
Over the past 3 years OEFA had an annualized volatility of 13.9% and a Sharpe ratio of 0.70 (excess return over 1–3 month T-bills per unit of risk).