Ocean Park Diversified Income ETF (DUKZ)

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The chart shows the growth of an initial investment of $10,000 in Ocean Park Diversified Income ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Ocean Park Diversified Income ETF (DUKZ) has returned -0.32% so far this year and 4.79% over the past 12 months.

Based on dividend-adjusted daily data since Jul 11, 2024, DUKZ's average daily return is +0.02%, while the average monthly return is +0.30%. At this rate, your investment would double in approximately 19.3 years.

Historically, 64% of months were positive and 36% were negative. The best month was Jun 2025 with a return of +1.9%, while the worst month was Mar 2026 at -2.6%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 2 months.

On a daily basis, DUKZ closed higher 54% of trading days. The best single day was Aug 22, 2025 with a return of +0.7%, while the worst single day was Apr 7, 2025 at -1.6%.

Ocean Park Diversified Income ETF has an annualized alpha of 2.53%, beta of 0.12, and R² of 0.26 versus S&P 500 Index. Calculated based on daily prices since July 12, 2024.

• This ETF participated in 37.37% of S&P 500 Index downside but only 33.02% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.12 may look defensive, but with R² of 0.26 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R² of 0.26 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

DUKZ has a high expense ratio of 1.03%, indicating above-average management fees.

DUKZ ranks 45 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Ocean Park Diversified Income ETF (DUKZ) and compare them to a chosen benchmark (S&P 500 Index).

Ocean Park Diversified Income ETF provided a 3.66% dividend yield over the last twelve months, with an annual payout of $0.92 per share.

The table displays the monthly dividend distributions for Ocean Park Diversified Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Ocean Park Diversified 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 Ocean Park Diversified Income ETF was 4.70%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.

The current Ocean Park Diversified Income ETF drawdown is 2.22%.

The chart below shows the rolling one-month volatility.