YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY)
LFGY is an actively managed ETF aimed at generating income by investing in 15-30 selected crypto companies. It focuses on earning income through writing options contracts on its holdings, with the primary investment objective being current income generation and a secondary goal of seeking capital growth.
ETF Info
88636R727
Jan 13, 2025
1x
No Index (Active)
Distributing
Expense Ratio
LFGY has a high expense ratio of 0.99%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in YieldMax Crypto Industry & Tech Portfolio Option 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.
Returns By Period
LFGY
N/A
-16.00%
N/A
N/A
N/A
N/A
^GSPC (Benchmark)
-0.34%
-3.40%
4.82%
15.62%
14.74%
10.75%
Monthly Returns
The table below presents the monthly returns of LFGY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -0.59% | -18.70% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Not enough dataDividends
Dividend History
YieldMax Crypto Industry & Tech Portfolio Option Income ETF provided a 8.03% dividend yield over the last twelve months, with an annual payout of $3.14 per share.
| Period | TTM |
|---|---|
| Dividend | $3.14 |
Dividend yield | 8.03% |
Monthly Dividends
The table displays the monthly dividend distributions for YieldMax Crypto Industry & Tech Portfolio Option Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.38 | $1.77 | $3.14 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the YieldMax Crypto Industry & Tech Portfolio 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 Crypto Industry & Tech Portfolio Option Income ETF was 23.85%, occurring on Feb 27, 2025. The portfolio has not yet recovered.
The current YieldMax Crypto Industry & Tech Portfolio Option Income ETF drawdown is 23.85%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.85% | Jan 27, 2025 | 23 | Feb 27, 2025 | — | — | — |
| -0.7% | Jan 21, 2025 | 3 | Jan 23, 2025 | 1 | Jan 24, 2025 | 4 |
Volatility
Volatility Chart
The current YieldMax Crypto Industry & Tech Portfolio Option Income ETF volatility is 12.12%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.