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CUSIP
88634T477
Issuer
YieldMax
Inception Date
Sep 18, 2023
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Alternatives
Assets Under Management
$381M

Share Price Chart


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Performance

AMDY Performance Chart

YieldMax AMD Option Income Strategy ETF (AMDY) is up 99.4% since the beginning of the year. AMDY is currently trading at $55 per share.


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S&P 500 Index

Returns By Period

YieldMax AMD Option Income Strategy ETF (AMDY) has returned 99.40% so far this year and 206.99% over the past 12 months.


YieldMax AMD Option Income Strategy ETF

1D
0.98%
1M
16.96%
YTD
99.40%
6M
114.45%
1Y
206.99%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-1.21%
1M
0.23%
YTD
8.39%
6M
10.39%
1Y
24.03%
3Y*
18.94%
5Y*
12.24%
10Y*
13.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AMDY Monthly Returns History

Based on dividend-adjusted daily data since Sep 19, 2023, AMDY's average daily return is +0.21%, while the average monthly return is +4.58%. At this rate, an investment would double in approximately 1.3 years.

Historically, 56% of months were positive and 44% were negative. The best month was Apr 2026 with a return of +57.7%, while the worst month was Nov 2025 at -14.2%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 5 months.

On a daily basis, AMDY closed higher 55% of trading days. The best single day was Oct 6, 2025 with a return of +19.5%, while the worst single day was Feb 4, 2026 at -16.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.52%-13.86%5.17%57.65%36.49%-1.18%99.40%
2025-3.70%-10.83%1.79%-7.90%13.51%18.95%16.96%-5.49%1.28%46.01%-14.22%1.00%53.93%
20240.72%14.97%-6.11%-10.48%4.49%1.76%-11.28%3.50%8.60%-9.02%-2.06%-9.72%-17.00%
2023-0.69%-5.12%16.68%14.54%25.92%

Benchmark Metrics

YieldMax AMD Option Income Strategy ETF has an annualized alpha of 17.87%, beta of 1.87, and R2 of 0.37 versus S&P 500 Index. Calculated based on daily prices since September 19, 2023.

  • This ETF captured 302.65% of S&P 500 Index gains and 182.77% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • R2 of 0.37 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
17.87%
Beta
1.87
0.37
Upside Capture
302.65%
Downside Capture
182.77%

Expense Ratio

AMDY has a high expense ratio of 0.99%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

AMDY ranks 92 for risk / return — in the top 92% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


AMDY Risk / Return Rank: 9292
Overall Rank
AMDY Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
AMDY Sortino Ratio Rank: 9090
Sortino Ratio Rank
AMDY Omega Ratio Rank: 9191
Omega Ratio Rank
AMDY Calmar Ratio Rank: 9595
Calmar Ratio Rank
AMDY Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for YieldMax AMD Option Income Strategy ETF (AMDY) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AMDYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+1.79

Sortino ratioReturn per unit of downside risk

+1.24

Omega ratioGain probability vs. loss probability

1.54

1.35

+0.19

Calmar ratioReturn relative to maximum drawdown

7.55

2.65

+4.90

Martin ratioReturn relative to average drawdown

16.85

11.88

+4.97

Dividends

Dividend History

YieldMax AMD Option Income Strategy ETF provided a 63.31% dividend yield over the last twelve months, with an annual payout of $34.52 per share.


0.00%20.00%40.00%60.00%80.00%100.00%$0.00$10.00$20.00$30.00$40.00$50.00$60.00202320242025
Dividends
Dividend Yield
PeriodTTM202520242023
Dividend$34.52$30.70$55.59$7.80

Dividend yield

63.31%80.68%109.98%6.68%

Monthly Dividends

The table displays the monthly dividend distributions for YieldMax AMD Option Income Strategy ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$2.00$1.28$1.28$3.34$4.14$1.84$13.88
2025$1.70$1.91$1.27$1.38$3.80$2.31$2.83$2.72$1.22$6.86$2.78$1.91$30.70
2024$7.05$8.37$6.87$5.57$2.56$4.50$3.67$2.15$4.65$4.61$4.07$1.52$55.59
2023$5.59$2.21$7.80

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the YieldMax AMD Option Income Strategy ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the YieldMax AMD Option Income Strategy ETF was 53.92%, occurring on Apr 8, 2025. Recovery took 125 trading sessions.

The current YieldMax AMD Option Income Strategy ETF drawdown is 5.58%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-53.92%Apr 2025
1y 1mo6mo 2d
1y 7moMar 2024 - Oct 2025
2026 bear market2026
-27.59%Feb 2026
3mo 8d2mo 10d
5mo 18dOct 2025 - Apr 2026
2026 correction2026
-14.61%Jun 2026
6d5d
11dJun 2026 - Jun 2026
2023 correction2023
-12.82%Oct 2023
13d8d
21dOct 2023 - Nov 2023
2024 pullback2024
-8.68%Jan 2024
5d15d
20dDec 2023 - Jan 2024

Drawdown Indicators


AMDYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-53.92%

-56.78%

+2.86%

Max Drawdown (1Y)

Largest decline over 1 year

-27.59%

-9.10%

-18.49%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-5.58%

-2.49%

-3.09%

Average Drawdown

Average peak-to-trough decline

-17.84%

-10.72%

-7.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.34%

2.03%

+10.31%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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