Summary
YFYA
Prices · period metrics · 12M
NAV as of 31/08/2026
30/05/2025 → 28/05/2026
Return 4.12% Volatility 3.56% Sharpe 0.40
Official loaded data — not a live quote.

YIELDS FOR YOU INCOME STRATEGY A ETF

Symbol: YFYA

Exchange: NYSE

Sector: Technology

Category: Ultrashort Bond

Inception date: 30/01/2025

Latest date: 31/08/2026

Current price: $9.76

Expense ratio: 1.25%

Assets under management
$22.4M
0.00% 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

0.56%

Ann. 7.87% (Sharpe / Sortino numerator)

Volatility

3.27%

Sharpe ratio

1.297

VaR 95%

-0.10%

CVaR 95%: -0.20%
Max drawdown: -0.40%
Sortino ratio: 1.940
Calmar ratio: 19.45

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

0.26%

Ann. 3.42% (Sharpe / Sortino numerator)

Volatility

6.23%

Sharpe ratio

-0.034

VaR 95%

-0.81%

CVaR 95%: -0.94%
Max drawdown: -1.61%
Sortino ratio: -0.039
Calmar ratio: 2.12

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

1.51%

Ann. 4.48% (Sharpe / Sortino numerator)

Volatility

4.73%

Sharpe ratio

0.180

VaR 95%

-0.41%

CVaR 95%: -0.74%
Max drawdown: -1.61%
Sortino ratio: 0.200
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

4.12%

Ann. 5.07% (Sharpe / Sortino numerator)

Volatility

3.56%

Sharpe ratio

0.405

VaR 95%

-0.24%

CVaR 95%: -0.55%
Max drawdown: -1.61%
Sortino ratio: 0.433
Calmar ratio: 3.15

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: 02/09/2025 - 31/08/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.016%

Best day

1.534%

10/03/2026
Worst day

-1.166%

27/03/2026
Days with data

249

Recent price history (last 90 days)

Date Open High Low Close Volume
31/08/2026 $9.76 $9.76 $9.76 $9.76 5,600
27/08/2026 $9.78 $9.78 $9.74 $9.76 3,000
26/08/2026 $9.78 $9.78 $9.74 $9.78 19,600
25/08/2026 $9.78 $9.78 $9.78 $9.78 100
24/08/2026 $9.79 $9.79 $9.78 $9.79 2,300
21/08/2026 $9.81 $9.82 $9.78 $9.82 18,900
20/08/2026 $9.78 $9.81 $9.78 $9.81 350,000
19/08/2026 $9.81 $9.83 $9.80 $9.80 384,600
18/08/2026 $9.79 $9.79 $9.79 $9.79 100
17/08/2026 $9.79 $9.80 $9.79 $9.80 53,100