Summary
TEST
Prices · period metrics · 1M
NAV as of 03/09/2026
28/04/2026 → 28/05/2026
Return 11.40% 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: 03/09/2026

Current price: $38.93

Expense ratio: 1.01%

Assets under management
$3.5M
-0.86% 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

11.40%

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

-10.11%

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

-4.64%

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: 03/08/2026 - 03/09/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.489%

Best day

4.116%

03/09/2026
Worst day

-3.127%

24/08/2026
Days with data

23

Recent price history (last 90 days)

Date Open High Low Close Volume
03/09/2026 $39.27 $39.35 $38.93 $38.93 1,000
02/09/2026 $37.39 $37.39 $37.39 $37.39 100
01/09/2026 $37.48 $37.48 $37.32 $37.32 1,000
31/08/2026 $38.27 $38.44 $38.27 $38.44 300
28/08/2026 $37.40 $37.40 $37.02 $37.02 1,600
27/08/2026 $37.13 $37.45 $37.13 $37.45 1,900
26/08/2026 $36.97 $36.97 $36.69 $36.81 1,500
25/08/2026 $37.14 $37.14 $37.14 $37.14 200
24/08/2026 $37.69 $37.85 $37.28 $37.28 4,300
21/08/2026 $38.37 $38.37 $38.30 $38.30 1,100