Summary
TEST
Prices · period metrics · 1M
NAV as of 16/07/2026
28/04/2026 → 28/05/2026
Return -1.77% Volatility 31.18% Sharpe 9.35
Official loaded data — not a live quote.

YIELDMAX(R) TSLA PERFORMANCE & DISTRIBUTION TARGET 25(TM) ETF

Symbol: TEST

Exchange: BATS

Sector: N/A

Category: Derivative Income

Inception date: 17/11/2025

Latest date: 16/07/2026

Current price: $43.13

Expense ratio: 1.01%

Assets under management
$4.6M
0.31% 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

-1.77%

Ann. 295.05% (Sharpe / Sortino numerator)

Volatility

31.18%

Sharpe ratio

9.348

VaR 95%

-2.66%

CVaR 95%: -3.34%
Max drawdown: -8.59%
Sortino ratio: 13.556
Calmar ratio: 34.36

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

2.86%

Ann. 34.63% (Sharpe / Sortino numerator)

Volatility

33.32%

Sharpe ratio

0.930

VaR 95%

-2.94%

CVaR 95%: -3.77%
Max drawdown: -12.46%
Sortino ratio: 1.670
Calmar ratio: 2.78

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

-5.16%

Ann. 4.63% (Sharpe / Sortino numerator)

Volatility

31.40%

Sharpe ratio

0.032

VaR 95%

-3.17%

CVaR 95%: -3.82%
Max drawdown: -23.35%
Sortino ratio: 0.052
Calmar ratio: 0.20

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: 16/06/2026 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

-0.051%

Best day

6.608%

29/06/2026
Worst day

-5.159%

02/07/2026
Days with data

20

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $43.00 $43.13 $42.90 $43.13 500
15/07/2026 $43.44 $43.44 $43.44 $43.44 400
14/07/2026 $43.75 $43.75 $43.34 $43.63 7,100
13/07/2026 $43.77 $43.77 $43.25 $43.57 10,000
10/07/2026 $44.73 $45.05 $44.73 $44.82 700
09/07/2026 $43.26 $44.56 $43.26 $44.56 900
08/07/2026 $43.39 $43.47 $43.39 $43.45 1,600
07/07/2026 $44.64 $44.64 $44.19 $44.19 5,300
06/07/2026 $44.89 $45.72 $44.89 $45.72 7,500
02/07/2026 $45.00 $45.00 $43.15 $43.64 2,800