Summary
YFYA
Prices · period metrics · 12M
NAV as of 02/06/2026
30/05/2025 → 28/05/2026
Return 5.08% 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: 02/06/2026

Current price: $9.84

Expense ratio: 1.25%

Assets under management
$25.8M
0.00% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
--

Performance metrics

Period total return

0.66%

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

0.83%

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

2.23%

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

5.08%

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.02%

Best day

1.533%

10/03/2026
Worst day

-1.167%

27/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $9.84 $9.84 $9.84 $9.84 100
01/06/2026 $9.78 $9.88 $9.78 $9.88 15,100
29/05/2026 $9.80 $9.86 $9.80 $9.86 1,700
28/05/2026 $9.80 $9.84 $9.78 $9.84 20,800
27/05/2026 $9.80 $9.88 $9.79 $9.88 21,300
26/05/2026 $9.83 $9.85 $9.83 $9.85 1,700
22/05/2026 $9.84 $9.84 $9.83 $9.84 1,300
21/05/2026 $9.85 $9.85 $9.82 $9.83 34,600
20/05/2026 $9.84 $9.84 $9.81 $9.83 38,100
19/05/2026 $9.84 $9.84 $9.82 $9.82 44,200