Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MSTY (YieldMax™ MSTR Option Income Strategy ETF) -22.93% -64.29% NA NA NA NA NA
Data as of 06/18/2026, Common starting date is 02/22/2024
More Performance Analytics Comparison
Name Start Date End Date
MSTY (YieldMax™ MSTR Option Income Strategy ETF) 02/22/2024 06/18/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -6.88 -64.29 NA NA NA NA NA -22.93 -42.70 200.20
Sharpe Ratio NA -1.05 NA NA NA NA NA -0.48 -0.73 3.21
Standard Deviation(%) NA 61.42 NA NA NA NA NA 72.55 62.86 79.95
Draw Down(%) NA 71.79 NA NA NA NA NA 37.24 60.68 33.16
Yield(%) 1.26 81.03 86.55 51.93 25.96 17.31 12.98 29.54 68.59 129.82
Data as of 06/18/2026, Common starting date is 02/22/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MSTY (YieldMax™ MSTR Option Income Strategy ETF) 0.00%
NA
0.00%
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0.00%
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0.00%
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Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MSTY (YieldMax™ MSTR Option Income Strategy ETF) 0.00%
NA
0.00%
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0.00%
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0.00%
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Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return