Summary
YMAX
Prices · period metrics · 12M
NAV as of 31/08/2026
02/04/2025 → 02/04/2026
Return 0.98% Volatility 25.41% Sharpe -0.33
Official loaded data — not a live quote.

YIELDMAX(R) UNIVERSE FUND OF OPTION INCOME ETFS

Symbol: YMAX

Exchange: NYSE

Sector: Technology

Category: Derivative Income

Inception date: 16/01/2024

Latest date: 31/08/2026

Current price: $7.63

Expense ratio: 1.33%

Assets under management
$385.7M
0.39% 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

4.96%

Ann. -60.57% (Sharpe / Sortino numerator)

Volatility

33.59%

Sharpe ratio

-1.911

VaR 95%

-3.10%

CVaR 95%: -3.43%
Max drawdown: -11.45%
Sortino ratio: -3.327
Calmar ratio: -5.29

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

-2.70%

Ann. -54.90% (Sharpe / Sortino numerator)

Volatility

27.84%

Sharpe ratio

-2.102

VaR 95%

-3.10%

CVaR 95%: -3.75%
Max drawdown: -23.06%
Sortino ratio: -2.987
Calmar ratio: -2.38

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

13.10%

Ann. -43.83% (Sharpe / Sortino numerator)

Volatility

25.15%

Sharpe ratio

-1.887

VaR 95%

-3.11%

CVaR 95%: -3.70%
Max drawdown: -29.34%
Sortino ratio: -2.526
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.

Period total return

0.98%

Ann. -4.87% (Sharpe / Sortino numerator)

Volatility

25.41%

Sharpe ratio

-0.334

VaR 95%

-3.01%

CVaR 95%: -3.95%
Max drawdown: -29.34%
Sortino ratio: -0.422
Calmar ratio: -0.17

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

20.67%

Ann. -1.07% (Sharpe / Sortino numerator)

Volatility

23.65%

Sharpe ratio

-0.199

VaR 95%

-2.94%

CVaR 95%: -3.71%
Max drawdown: -29.34%
Sortino ratio: -0.252
Calmar ratio: -0.04

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

30.40%

Ann. 6.20% (Sharpe / Sortino numerator)

Volatility

23.73%

Sharpe ratio

0.110

VaR 95%

-2.76%

CVaR 95%: -3.71%
Max drawdown: -29.34%
Sortino ratio: 0.141
Calmar ratio: 0.21

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

4.261%

31/03/2026
Worst day

-5.634%

05/06/2026
Days with data

249

Recent price history (last 90 days)

Date Open High Low Close Volume
31/08/2026 $7.60 $7.67 $7.59 $7.63 1,149,400
27/08/2026 $7.65 $7.75 $7.64 $7.66 1,203,500
26/08/2026 $7.55 $7.62 $7.55 $7.62 594,700
25/08/2026 $7.63 $7.69 $7.63 $7.67 933,900
24/08/2026 $7.63 $7.66 $7.58 $7.59 1,489,800
21/08/2026 $7.65 $7.69 $7.63 $7.68 1,057,800
20/08/2026 $7.61 $7.64 $7.58 $7.62 1,487,800
19/08/2026 $7.60 $7.65 $7.53 $7.56 1,104,600
18/08/2026 $7.60 $7.62 $7.59 $7.59 715,300
17/08/2026 $7.65 $7.69 $7.63 $7.65 813,900