Summary
SDTY
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 26.55% Volatility 17.91% Sharpe 0.35
Official loaded data — not a live quote.

YieldMax S&P 500 0DTE Covered Call Strategy ETF

Symbol: SDTY

Exchange: NASDAQ

Sector: Technology

Category: Derivative Income

Inception date: 05/02/2025

Latest date: 02/06/2026

Current price: $43.08

Expense ratio: 1.08%

Assets under management
$22.0M
0.19% 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

4.92%

Ann. -45.65% (Sharpe / Sortino numerator)

Volatility

17.39%

Sharpe ratio

-2.834

VaR 95%

-1.60%

CVaR 95%: -1.91%
Max drawdown: -6.37%
Sortino ratio: -4.780
Calmar ratio: -7.16

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

8.71%

Ann. -26.11% (Sharpe / Sortino numerator)

Volatility

14.00%

Sharpe ratio

-2.124

VaR 95%

-1.56%

CVaR 95%: -1.86%
Max drawdown: -11.04%
Sortino ratio: -3.064
Calmar ratio: -2.36

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

9.80%

Ann. -7.14% (Sharpe / Sortino numerator)

Volatility

13.11%

Sharpe ratio

-0.822

VaR 95%

-1.47%

CVaR 95%: -1.88%
Max drawdown: -11.04%
Sortino ratio: -1.130
Calmar ratio: -0.65

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

26.55%

Ann. 9.91% (Sharpe / Sortino numerator)

Volatility

17.91%

Sharpe ratio

0.351

VaR 95%

-1.45%

CVaR 95%: -2.81%
Max drawdown: -11.04%
Sortino ratio: 0.378
Calmar ratio: 0.90

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.096%

Best day

2.758%

08/04/2026
Worst day

-2.558%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $43.00 $43.13 $42.85 $43.08 8,100
01/06/2026 $42.96 $43.13 $42.84 $43.13 10,300
29/05/2026 $42.95 $42.99 $42.87 $42.91 7,900
28/05/2026 $42.71 $42.95 $42.71 $42.95 6,100
27/05/2026 $42.73 $42.74 $42.53 $42.74 5,900
26/05/2026 $42.75 $42.95 $42.75 $42.87 8,900
22/05/2026 $42.52 $42.67 $42.46 $42.63 4,800
21/05/2026 $42.04 $42.42 $42.04 $42.36 4,600
20/05/2026 $42.00 $42.32 $42.00 $42.31 5,400
19/05/2026 $42.22 $42.40 $42.10 $42.12 12,000