Summary
TEST
Prices · period metrics · 1M
NAV as of 02/06/2026
28/04/2026 → 28/05/2026
Return 5.46% 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: 02/06/2026

Current price: $45.90

Expense ratio: 1.01%

Assets under management
$2.2M
1.66% 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

5.46%

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

3.43%

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

-1.73%

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: 04/05/2026 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.291%

Best day

3.665%

11/05/2026
Worst day

-4.01%

01/06/2026
Days with data

20

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $45.15 $45.90 $45.12 $45.90 1,700
01/06/2026 $46.25 $46.54 $45.34 $45.34 6,700
29/05/2026 $47.32 $47.32 $47.24 $47.24 400
28/05/2026 $47.52 $47.75 $47.52 $47.75 400
27/05/2026 $47.36 $47.64 $47.36 $47.55 1,400
26/05/2026 $46.62 $47.21 $46.62 $47.15 1,200
22/05/2026 $46.21 $46.46 $46.21 $46.34 500
21/05/2026 $45.20 $45.63 $45.20 $45.63 1,100
20/05/2026 $45.26 $45.45 $45.26 $45.45 700
19/05/2026 $43.57 $44.24 $43.16 $44.19 2,500