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CUSIP
88636R750
Issuer
YieldMax
Inception Date
Nov 20, 2024
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$47M

Share Price Chart


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Performance

BIGY Performance Chart

YieldMax Target 12™ Big 50 Option Income ETF (BIGY) is up 4.6% since the beginning of the year. BIGY is currently trading at $52 per share.


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S&P 500 Index

Returns By Period

YieldMax Target 12™ Big 50 Option Income ETF (BIGY) has returned 4.64% so far this year and 22.48% over the past 12 months.


YieldMax Target 12™ Big 50 Option Income ETF

1D
-0.61%
1M
-1.07%
YTD
4.64%
6M
4.85%
1Y
22.48%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BIGY Monthly Returns History

Based on dividend-adjusted daily data since Nov 21, 2024, BIGY's average daily return is +0.06%, while the average monthly return is +1.16%. At this rate, an investment would double in approximately 5.0 years.

Historically, 55% of months were positive and 45% were negative. The best month was Apr 2026 with a return of +8.7%, while the worst month was Mar 2025 at -6.0%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, BIGY closed higher 58% of trading days. The best single day was Apr 9, 2025 with a return of +10.0%, while the worst single day was Apr 4, 2025 at -5.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.05%-1.90%-3.70%8.70%4.38%-2.32%4.64%
20251.91%-1.82%-6.00%-0.11%6.39%5.39%2.72%1.86%3.67%4.21%-0.25%0.28%19.14%
20240.71%-0.80%-0.10%

Benchmark Metrics

YieldMax Target 12™ Big 50 Option Income ETF has an annualized alpha of -0.06%, beta of 0.95, and R2 of 0.93 versus S&P 500 Index. Calculated based on daily prices since November 21, 2024.

  • This ETF participated in 92.52% of S&P 500 Index downside but only 91.50% of its upside - more exposed to losses than it benefited from rallies.
  • With beta of 0.95 and R2 of 0.93, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
-0.06%
Beta
0.95
0.93
Upside Capture
91.50%
Downside Capture
92.52%

Expense Ratio

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


Return for Risk

Risk / Return Rank

BIGY ranks 61 for risk / return — better than 61% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


BIGY Risk / Return Rank: 6161
Overall Rank
BIGY Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
BIGY Sortino Ratio Rank: 6060
Sortino Ratio Rank
BIGY Omega Ratio Rank: 6363
Omega Ratio Rank
BIGY Calmar Ratio Rank: 5656
Calmar Ratio Rank
BIGY Martin Ratio Rank: 6060
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 Target 12™ Big 50 Option Income ETF (BIGY) 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.


BIGYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

0.00

Sortino ratioReturn per unit of downside risk

0.00

Omega ratioGain probability vs. loss probability

1.37

1.37

0.00

Calmar ratioReturn relative to maximum drawdown

2.71

2.78

-0.08

Martin ratioReturn relative to average drawdown

10.30

12.44

-2.14

Dividends

Dividend History

YieldMax Target 12™ Big 50 Option Income ETF provided a 12.40% dividend yield over the last twelve months, with an annual payout of $6.45 per share.


12.49%$0.00$1.00$2.00$3.00$4.00$5.00$6.00$7.002025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$6.45$6.56

Dividend yield

12.40%12.49%

Monthly Dividends

The table displays the monthly dividend distributions for YieldMax Target 12™ Big 50 Option Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.53$0.51$0.49$0.52$0.76$2.81
2025$0.51$0.50$0.50$0.46$0.46$0.48$0.50$0.50$0.51$0.53$0.54$1.07$6.56

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 Target 12™ Big 50 Option Income 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 Target 12™ Big 50 Option Income ETF was 18.93%, occurring on Apr 8, 2025. Recovery took 53 trading sessions.

The current YieldMax Target 12™ Big 50 Option Income ETF drawdown is 2.42%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-18.93%Apr 2025
1mo 17d2mo 18d
4mo 5dFeb 2025 - Jun 2025
2026 pullback2026
-8.34%Mar 2026
3mo 1d18d
3mo 19dDec 2025 - Apr 2026
2025 pullback2025
-4.43%Nov 2025
21d1mo 4d
1mo 25dOct 2025 - Dec 2025
2026 pullback2026
-3.98%Jun 2026
7d
20d 2hJun 2026 - now
2025 pullback2025
-3.79%Jan 2025
18d8d
26dDec 2024 - Jan 2025

Drawdown Indicators


BIGYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-18.93%

-56.78%

+37.85%

Max Drawdown (1Y)

Largest decline over 1 year

-8.34%

-9.10%

+0.76%

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

-2.42%

-1.80%

-0.62%

Average Drawdown

Average peak-to-trough decline

-2.55%

-10.71%

+8.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.19%

2.03%

+0.16%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with BIGY

Add YieldMax Target 12™ Big 50 Option Income ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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