Summary
WNTR
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 127.91% Volatility 52.82% Sharpe 1.02
Official loaded data — not a live quote.

YieldMax Short MSTR Option Income Strategy ETF

Symbol: WNTR

Exchange: NYSE

Sector: N/A

Category: Derivative Income

Inception date: 26/03/2025

Latest date: 16/07/2026

Current price: $27.63

Expense ratio: 1.00%

Assets under management
$81.2M
1.58% 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

17.93%

Ann. 109.65% (Sharpe / Sortino numerator)

Volatility

53.38%

Sharpe ratio

1.986

VaR 95%

-4.63%

CVaR 95%: -7.61%
Max drawdown: -10.44%
Sortino ratio: 2.131
Calmar ratio: 10.50

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

21.89%

Ann. 14.45% (Sharpe / Sortino numerator)

Volatility

74.50%

Sharpe ratio

0.145

VaR 95%

-5.96%

CVaR 95%: -11.08%
Max drawdown: -30.07%
Sortino ratio: 0.163
Calmar ratio: 0.48

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

21.87%

Ann. 240.38% (Sharpe / Sortino numerator)

Volatility

59.29%

Sharpe ratio

3.993

VaR 95%

-4.85%

CVaR 95%: -8.64%
Max drawdown: -30.07%
Sortino ratio: 4.467
Calmar ratio: 7.99

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

127.91%

Ann. 57.41% (Sharpe / Sortino numerator)

Volatility

52.82%

Sharpe ratio

1.018

VaR 95%

-4.80%

CVaR 95%: -7.95%
Max drawdown: -38.59%
Sortino ratio: 1.205
Calmar ratio: 1.49

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.387%

Best day

13.437%

05/02/2026
Worst day

-19.085%

06/02/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $27.20 $27.64 $27.00 $27.63 58,000
15/07/2026 $26.83 $27.56 $26.30 $27.39 120,300
14/07/2026 $27.92 $28.02 $27.18 $27.29 160,500
13/07/2026 $28.36 $28.75 $28.10 $28.36 78,200
10/07/2026 $27.65 $28.08 $26.75 $27.83 74,600
09/07/2026 $27.93 $28.02 $27.36 $27.95 116,900
08/07/2026 $28.25 $28.68 $28.06 $28.27 215,400
07/07/2026 $26.85 $27.60 $26.10 $27.59 170,700
06/07/2026 $27.82 $28.16 $25.95 $26.59 120,000
02/07/2026 $26.97 $27.41 $25.78 $26.84 256,400