Summary
GPTY
Prices · period metrics · 12M
NAV as of 20/07/2026
30/05/2025 → 28/05/2026
Return 25.40% Volatility 23.88% Sharpe 2.20
Official loaded data — not a live quote.

YIELDMAX(R) AI & TECH PORTFOLIO OPTION INCOME ETF

Symbol: GPTY

Exchange: NYSE

Sector: Technology

Category: Derivative Income

Inception date: 22/01/2025

Latest date: 20/07/2026

Current price: $41.49

Expense ratio: 1.06%

Assets under management
$136.2M
0.48% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-8.74%

Ann. 515.78% (Sharpe / Sortino numerator)

Volatility

24.00%

Sharpe ratio

21.336

VaR 95%

-1.63%

CVaR 95%: -1.78%
Max drawdown: -3.66%
Sortino ratio: 44.496
Calmar ratio: 141.00

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

10.07%

Ann. 282.92% (Sharpe / Sortino numerator)

Volatility

26.29%

Sharpe ratio

10.625

VaR 95%

-1.97%

CVaR 95%: -2.45%
Max drawdown: -8.08%
Sortino ratio: 19.808
Calmar ratio: 35.02

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

20.04%

Ann. 70.01% (Sharpe / Sortino numerator)

Volatility

25.55%

Sharpe ratio

2.598

VaR 95%

-2.37%

CVaR 95%: -3.06%
Max drawdown: -16.14%
Sortino ratio: 4.051
Calmar ratio: 4.34

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

25.40%

Ann. 56.29% (Sharpe / Sortino numerator)

Volatility

23.88%

Sharpe ratio

2.205

VaR 95%

-2.59%

CVaR 95%: -3.37%
Max drawdown: -19.32%
Sortino ratio: 3.086
Calmar ratio: 2.91

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.105%

Best day

5.248%

06/02/2026
Worst day

-6.581%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $41.29 $41.90 $41.29 $41.49 32,700
17/07/2026 $40.22 $41.40 $39.88 $41.02 45,600
16/07/2026 $41.91 $42.01 $41.15 $41.32 65,300
15/07/2026 $42.95 $43.14 $41.95 $42.64 32,900
14/07/2026 $44.00 $45.05 $42.88 $43.12 41,500
13/07/2026 $44.24 $44.24 $43.33 $43.50 35,800
10/07/2026 $44.89 $44.89 $44.21 $44.48 47,200
09/07/2026 $44.19 $45.00 $44.01 $45.00 40,700
08/07/2026 $42.99 $43.97 $42.98 $43.90 40,700
07/07/2026 $44.34 $44.34 $43.27 $43.90 54,900