Summary
MSST
Prices · period metrics · 1M
NAV as of 02/06/2026
30/03/2026 → 30/04/2026
Return -25.42% Volatility 58.43% Sharpe 29.20
Official loaded data — not a live quote.

YieldMax MSTR Performance & Distribution Target 25 ETF

Symbol: MSST

Exchange: BATS

Sector: N/A

Category: Derivative Income

Inception date: 17/11/2025

Latest date: 02/06/2026

Current price: $32.07

Expense ratio: 0.99%

Assets under management
$6.1M
-3.95% 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

-25.42%

Ann. 1709.93% (Sharpe / Sortino numerator)

Volatility

58.43%

Sharpe ratio

29.203

VaR 95%

-3.47%

CVaR 95%: -3.61%
Max drawdown: -10.05%
Sortino ratio: 84.734
Calmar ratio: 170.19

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

-5.11%

Ann. 40.47% (Sharpe / Sortino numerator)

Volatility

82.73%

Sharpe ratio

0.446

VaR 95%

-5.09%

CVaR 95%: -9.10%
Max drawdown: -23.22%
Sortino ratio: 0.735
Calmar ratio: 1.74

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

-23.59%

Ann. -16.08% (Sharpe / Sortino numerator)

Volatility

72.68%

Sharpe ratio

-0.271

VaR 95%

-6.39%

CVaR 95%: -9.86%
Max drawdown: -40.13%
Sortino ratio: -0.422
Calmar ratio: -0.40

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 1M

Daily simple returns from the same adjusted closes used by the performance chart: 04/05/2026 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

-1.384%

Best day

4.681%

29/05/2026
Worst day

-9.132%

02/06/2026
Days with data

20

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $33.39 $33.39 $32.07 $32.07 2,600
01/06/2026 $39.90 $39.90 $35.25 $35.47 4,900
29/05/2026 $35.71 $37.57 $35.58 $37.57 700
28/05/2026 $35.00 $36.09 $34.78 $35.89 1,500
27/05/2026 $36.43 $36.43 $36.43 $36.43 300
26/05/2026 $38.80 $38.80 $37.84 $37.84 900
22/05/2026 $38.80 $38.85 $37.83 $37.83 1,800
21/05/2026 $39.00 $39.00 $38.46 $38.81 1,900
20/05/2026 $38.91 $39.16 $38.91 $39.07 1,000
19/05/2026 $39.48 $39.48 $38.79 $38.89 3,900