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Aptus Enhanced Yield ETF (JUCY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

Issuer

Aptus

Inception Date

Oct 31, 2022

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Bond

Expense Ratio

JUCY has an expense ratio of 0.60%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

Aptus Enhanced Yield ETF (JUCY) returned 0.56% year-to-date (YTD) and 3.61% over the past 12 months.


JUCY

YTD

0.56%

1M

-0.84%

6M

1.05%

1Y

3.61%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

0.60%

1M

9.64%

6M

-0.54%

1Y

11.47%

5Y*

15.67%

10Y*

10.79%

*Annualized

Monthly Returns

The table below presents the monthly returns of JUCY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.64%1.06%-0.01%0.12%-1.23%0.56%
20240.99%-1.12%0.58%0.01%0.35%0.49%1.00%0.64%0.66%-0.01%0.31%-0.06%3.89%
20230.45%0.47%0.80%0.37%0.28%-0.70%0.30%0.61%0.61%0.11%0.09%-0.17%3.27%
20220.30%0.42%0.72%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 85, JUCY is among the top 15% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of JUCY is 8585
Overall Rank
The Sharpe Ratio Rank of JUCY is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of JUCY is 8282
Sortino Ratio Rank
The Omega Ratio Rank of JUCY is 7777
Omega Ratio Rank
The Calmar Ratio Rank of JUCY is 9595
Calmar Ratio Rank
The Martin Ratio Rank of JUCY is 9292
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Aptus Enhanced Yield ETF (JUCY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Aptus Enhanced Yield ETF Sharpe ratios as of May 15, 2025 (values are recalculated daily):

  • 1-Year: 0.94
  • All Time: 1.03

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Aptus Enhanced Yield ETF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Aptus Enhanced Yield ETF provided a 7.89% dividend yield over the last twelve months, with an annual payout of $1.77 per share.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$0.50$1.00$1.50$2.00202220232024
Dividends
Dividend Yield
PeriodTTM202420232022
Dividend$1.77$1.78$2.20$0.14

Dividend yield

7.89%7.83%9.31%0.58%

Monthly Dividends

The table displays the monthly dividend distributions for Aptus Enhanced Yield ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.08$0.11$0.14$0.18$0.00$0.50
2024$0.10$0.12$0.16$0.13$0.18$0.13$0.15$0.16$0.14$0.15$0.15$0.20$1.78
2023$0.17$0.18$0.23$0.20$0.14$0.20$0.15$0.17$0.20$0.17$0.17$0.23$2.20
2022$0.14$0.14

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 Aptus Enhanced Yield 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 Aptus Enhanced Yield ETF was 1.53%, occurring on Feb 22, 2024. Recovery took 70 trading sessions.

The current Aptus Enhanced Yield ETF drawdown is 1.38%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-1.53%Feb 1, 202415Feb 22, 202470Jun 3, 202485
-1.42%Apr 2, 202529May 13, 2025
-1.15%Jun 2, 202311Jun 16, 202334Aug 7, 202345
-1.07%Oct 2, 202416Oct 23, 202434Dec 11, 202450
-0.82%Nov 14, 202328Dec 22, 202311Jan 10, 202439

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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