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CUSIP
88636R404
Issuer
YieldMax
Inception Date
May 7, 2025
Region
North America (United States)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Growth
Assets Under Management
$124M

Highlights

Avg. Volume (1M)
164K
Avg. Volume Value (1M)
$4.88M

Share Price Chart


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Performance

HOOY Performance Chart

YieldMax HOOD Option Income Strategy ETF (HOOY) is down 19.1% since the beginning of the year. HOOY is currently trading at $25 per share.


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Benchmark

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Returns By Period

YieldMax HOOD Option Income Strategy ETF (HOOY) has returned -19.12% so far this year and -16.31% over the past 12 months.


YieldMax HOOD Option Income Strategy ETF

1D
0.65%
1M
-19.02%
6M
-10.75%
YTD
-19.12%
1Y
-16.31%
3Y*
5Y*
10Y*
ALL TIME*
27.96%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HOOY Monthly Returns History

Based on dividend-adjusted daily data since May 8, 2025, HOOY's average daily return is +0.16%, while the average monthly return is +3.11%. At this rate, an investment would double in approximately 1.9 years.

Historically, 53% of months were positive and 47% were negative. The best month was Jun 2025 with a return of +29.7%, while the worst month was Feb 2026 at -21.6%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 5 months.

On a daily basis, HOOY closed higher 54% of trading days. The best single day was Feb 6, 2026 with a return of +13.4%, while the worst single day was Apr 29, 2026 at -11.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-9.38%-21.60%-3.78%5.50%22.80%4.13%-12.31%-19.12%
202517.01%29.66%10.48%-0.16%25.94%1.11%-13.27%-9.42%67.41%

Benchmark Metrics

YieldMax HOOD Option Income Strategy ETF has an annualized alpha of -16.59%, beta of 2.40, and R2 of 0.31 versus S&P 500 Index. Calculated based on daily prices since May 08, 2025.

  • This ETF participated in 419.00% of S&P 500 Index downside but only 285.08% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.31 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
-16.59%
Beta
2.40
0.31
Upside Capture
285.08%
Downside Capture
419.00%

Expense Ratio

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


Return for Risk

Risk / Return Rank

HOOY ranks 7 for risk / return — above 7% of ETFs peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.


HOOY Risk / Return Rank: 77
Overall Rank
HOOY Sharpe Ratio Rank: 77
Sharpe Ratio Rank
HOOY Sortino Ratio Rank: 88
Sortino Ratio Rank
HOOY Omega Ratio Rank: 88
Omega Ratio Rank
HOOY Calmar Ratio Rank: 66
Calmar Ratio Rank
HOOY Martin Ratio Rank: 77
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for YieldMax HOOD Option Income Strategy ETF (HOOY) 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.


HOOYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.75

Sortino ratioReturn per unit of downside risk

-2.10

Omega ratioGain probability vs. loss probability

0.99

1.25

-0.27

Calmar ratioReturn relative to maximum drawdown

-0.37

2.00

-2.38

Martin ratioReturn relative to average drawdown

-0.62

8.49

-9.11

Dividends

Dividend History

YieldMax HOOD Option Income Strategy ETF provided a 148.68% dividend yield over the last twelve months, with an annual payout of $36.74 per share.


82.87%$0.00$10.00$20.00$30.00$40.002025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$36.74$39.31

Dividend yield

148.68%82.87%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$2.59$1.37$1.61$2.40$1.54$2.15$2.47$14.14
2025$3.30$6.50$6.90$3.86$3.86$8.02$3.71$3.15$39.31

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 HOOD 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 HOOD Option Income Strategy ETF was 51.54%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current YieldMax HOOD Option Income Strategy ETF drawdown is 39.73%.


Drawdown

Fall

Recovery

Underwater

Related event

-51.54%Mar 2026
5mo 21d
9mo 26dOct 2025 - now
-8.61%Sep 2025
14d6d
20dAug 2025 - Sep 2025
-6.97%Aug 2025
11d6d
17dJul 2025 - Aug 2025
-5.26%Jul 2025
5d2d
7dJul 2025 - Jul 2025
-4.25%Aug 2025
0s5d
5dAug 2025 - Aug 2025

Drawdown Indicators


HOOYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-51.54%

-56.78%

+5.24%

Max Drawdown (1Y)

Largest decline over 1 year

-51.54%

-9.10%

-42.44%

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

-39.73%

-1.58%

-38.15%

Average Drawdown

Average peak-to-trough decline

-21.58%

-10.70%

-10.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

30.95%

2.14%

+28.81%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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