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ISIN
US88634T7827
Issuer
YieldMax
Inception Date
Aug 7, 2023
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Alternatives
Assets Under Management
$46M

Share Price Chart


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Performance

NFLY Performance Chart

YieldMax NFLX Option Income Strategy ETF (NFLY) is down 16.7% since the beginning of the year. NFLY is currently trading at $8 per share.


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S&P 500 Index

Returns By Period

YieldMax NFLX Option Income Strategy ETF (NFLY) has returned -16.72% so far this year and -34.40% over the past 12 months.


YieldMax NFLX Option Income Strategy ETF

1D
-5.28%
1M
-14.54%
YTD
-16.72%
6M
-16.07%
1Y
-34.40%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NFLY Monthly Returns History

Based on dividend-adjusted daily data since Aug 8, 2023, NFLY's average daily return is +0.07%, while the average monthly return is +1.39%. At this rate, an investment would double in approximately 4.2 years.

Historically, 54% of months were positive and 46% were negative. The best month was Apr 2025 with a return of +16.4%, while the worst month was Sep 2023 at -14.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.

On a daily basis, NFLY closed higher 53% of trading days. The best single day was Oct 19, 2023 with a return of +15.3%, while the worst single day was Oct 22, 2025 at -8.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-7.39%11.72%-0.25%-2.11%-5.66%-12.62%-16.72%
20258.00%-0.34%-4.40%16.39%5.97%7.86%-11.27%3.95%-0.96%-5.38%-3.50%-10.96%1.66%
202410.39%5.38%1.79%-5.79%10.52%3.92%-3.48%7.45%3.08%8.72%11.36%0.32%66.37%
2023-0.10%-14.90%11.12%8.01%1.73%3.80%

Benchmark Metrics

YieldMax NFLX Option Income Strategy ETF has an annualized alpha of 5.02%, beta of 0.66, and R2 of 0.12 versus S&P 500 Index. Calculated based on daily prices since August 08, 2023.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (49.76%) than losses (24.86%) - typical of diversified or defensive assets.
  • Beta of 0.66 may look defensive, but with R2 of 0.12 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.12 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
5.02%
Beta
0.66
0.12
Upside Capture
49.76%
Downside Capture
24.86%

Expense Ratio

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


Return for Risk

Risk / Return Rank

NFLY ranks 1 for risk / return — in the bottom 1% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


NFLY Risk / Return Rank: 11
Overall Rank
NFLY Sharpe Ratio Rank: 00
Sharpe Ratio Rank
NFLY Sortino Ratio Rank: 11
Sortino Ratio Rank
NFLY Omega Ratio Rank: 00
Omega Ratio Rank
NFLY Calmar Ratio Rank: 11
Calmar Ratio Rank
NFLY Martin Ratio Rank: 11
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

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


NFLYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-3.25

Sortino ratioReturn per unit of downside risk

-4.53

Omega ratioGain probability vs. loss probability

0.77

1.37

-0.60

Calmar ratioReturn relative to maximum drawdown

-0.90

2.78

-3.69

Martin ratioReturn relative to average drawdown

-1.58

12.44

-14.02

Dividends

Dividend History

YieldMax NFLX Option Income Strategy ETF provided a 66.99% dividend yield over the last twelve months, with an annual payout of $5.41 per share.


10.00%20.00%30.00%40.00%50.00%60.00%$0.00$2.00$4.00$6.00$8.00$10.00202320242025
Dividends
Dividend Yield
PeriodTTM202520242023
Dividend$5.41$7.39$9.09$2.17

Dividend yield

66.99%61.53%49.91%11.84%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.35$0.25$0.74$0.50$0.27$0.17$2.28
2025$0.58$1.07$0.40$0.60$1.61$0.43$0.44$0.47$0.40$0.61$0.40$0.38$7.39
2024$0.80$1.26$0.73$0.81$0.97$0.63$0.38$0.57$0.51$0.79$0.78$0.87$9.09
2023$0.42$0.51$0.44$0.80$2.17

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 NFLX 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 NFLX Option Income Strategy ETF was 38.15%, occurring on Jun 22, 2026. The portfolio has not yet recovered.

The current YieldMax NFLX Option Income Strategy ETF drawdown is 38.15%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 bear market2026
-38.15%Jun 2026
11mo 26d
11mo 27dJul 2025 - now
2023 bear market2023
-21.44%Oct 2023
1mo 11d1mo 3d
2mo 14dSep 2023 - Nov 2023
2025 selloff2025
-16.09%Apr 2025
1mo 15d18d
2mo 3dFeb 2025 - Apr 2025
2025 pullback2025
-9.96%Jan 2025
1mo 3d9d
1mo 12dDec 2024 - Jan 2025
2024 pullback2024
-9.78%Aug 2024
28d15d
1mo 13dJul 2024 - Aug 2024

Drawdown Indicators


NFLYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-38.15%

-56.78%

+18.63%

Max Drawdown (1Y)

Largest decline over 1 year

-38.15%

-9.10%

-29.05%

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

-38.15%

-1.80%

-36.35%

Average Drawdown

Average peak-to-trough decline

-8.91%

-10.71%

+1.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

21.78%

2.03%

+19.75%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with NFLY

Add YieldMax NFLX Option Income Strategy ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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