YieldMax JPM Option Income Strategy ETF (JPO)

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

YieldMax JPM Option Income Strategy ETF (JPO) has returned -7.93% so far this year and 13.65% over the past 12 months.

Based on dividend-adjusted daily data since Sep 12, 2023, JPO's average daily return is +0.05%, while the average monthly return is +1.06%. At this rate, your investment would double in approximately 5.5 years.

Historically, 58% of months were positive and 42% were negative. The best month was Jan 2025 with a return of +9.8%, while the worst month was Mar 2025 at -8.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.

On a daily basis, JPO closed higher 60% of trading days. The best single day was Nov 6, 2024 with a return of +6.0%, while the worst single day was Apr 4, 2025 at -8.5%.

YieldMax JPM Option Income Strategy ETF has an annualized alpha of 1.57%, beta of 0.74, and R² of 0.36 versus S&P 500 Index. Calculated based on daily prices since September 13, 2023.

• This ETF participated in 87.84% of S&P 500 Index downside but only 78.61% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.36 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

JPO has a high expense ratio of 1.19%, indicating above-average management fees.

JPO ranks 33 for risk / return — below 33% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for YieldMax JPM Option Income Strategy ETF (JPO) and compare them to a chosen benchmark (S&P 500 Index).

YieldMax JPM Option Income Strategy ETF provided a 33.69% dividend yield over the last twelve months, with an annual payout of $4.68 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for YieldMax JPM Option Income Strategy 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 YieldMax JPM 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 JPM Option Income Strategy ETF was 24.80%, occurring on Apr 4, 2025. Recovery took 61 trading sessions.

The current YieldMax JPM Option Income Strategy ETF drawdown is 10.63%.

The chart below shows the rolling one-month volatility.