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 above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
LFGY
N/A
22.13%
N/A
N/A
N/A
N/A
^GSPC (Benchmark)
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
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% | -14.55% | -10.38% | 12.26% | 13.89% | -2.66% |
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.
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Dividends
Dividend History
YieldMax Crypto Industry & Tech Portfolio Option Income ETF provided a 20.68% dividend yield over the last twelve months, with an annual payout of $8.41 per share.
| Period | TTM |
|---|---|
| Dividend | $8.41 |
Dividend yield | 20.68% |
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 | $2.31 | $1.83 | $1.68 | $1.22 | $8.41 |
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 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 34.73%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current YieldMax Crypto Industry & Tech Portfolio Option Income ETF drawdown is 8.83%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.73% | Jan 27, 2025 | 51 | Apr 8, 2025 | — | — | — |
| -0.7% | Jan 21, 2025 | 3 | Jan 23, 2025 | 1 | Jan 24, 2025 | 4 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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