Summary
SOXY
Prices · period metrics · 12M
NAV as of 02/06/2026
30/05/2025 → 28/05/2026
Return 156.96% Volatility 28.79% Sharpe 5.01
Official loaded data — not a live quote.

YIELDMAX(R) TARGET 12(TM) SEMICONDUCTOR OPTION INCOME ETF

Symbol: SOXY

Exchange: NYSE

Sector: Technology

Category: Derivative Income

Inception date: 02/12/2024

Latest date: 02/06/2026

Current price: $107.38

Expense ratio: 1.06%

Assets under management
$49.8M
2.41% 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

30.32%

Ann. 1753.28% (Sharpe / Sortino numerator)

Volatility

43.28%

Sharpe ratio

40.428

VaR 95%

-3.10%

CVaR 95%: -3.38%
Max drawdown: -5.62%
Sortino ratio: 81.822
Calmar ratio: 312.18

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

64.20%

Ann. 491.72% (Sharpe / Sortino numerator)

Volatility

38.27%

Sharpe ratio

12.752

VaR 95%

-3.30%

CVaR 95%: -3.70%
Max drawdown: -9.77%
Sortino ratio: 22.263
Calmar ratio: 50.34

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

87.92%

Ann. 233.91% (Sharpe / Sortino numerator)

Volatility

33.51%

Sharpe ratio

6.872

VaR 95%

-3.30%

CVaR 95%: -3.64%
Max drawdown: -13.68%
Sortino ratio: 11.400
Calmar ratio: 17.10

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

156.96%

Ann. 147.75% (Sharpe / Sortino numerator)

Volatility

28.79%

Sharpe ratio

5.006

VaR 95%

-3.10%

CVaR 95%: -3.65%
Max drawdown: -13.68%
Sortino ratio: 7.456
Calmar ratio: 10.80

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

0.394%

Best day

6.213%

26/05/2026
Worst day

-4.953%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $104.86 $107.40 $103.87 $107.38 22,200
01/06/2026 $100.01 $102.83 $99.84 $101.70 28,900
29/05/2026 $101.84 $102.61 $99.78 $100.53 10,500
28/05/2026 $98.90 $101.96 $98.28 $101.28 13,000
27/05/2026 $103.29 $103.29 $98.18 $99.80 19,900
26/05/2026 $98.91 $101.01 $98.91 $101.01 25,200
22/05/2026 $94.34 $96.00 $94.06 $95.10 14,700
21/05/2026 $91.91 $93.05 $91.50 $93.00 20,600
20/05/2026 $89.91 $91.77 $89.36 $91.19 9,700
19/05/2026 $86.12 $88.83 $84.89 $87.22 24,200