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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in YieldMax PLTR 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.
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Returns By Period
YieldMax PLTR Option Income Strategy ETF (PLTY) has returned -13.43% so far this year and 46.37% over the past 12 months.
YieldMax PLTR Option Income Strategy ETF
- 1D
- 5.38%
- 1M
- 6.96%
- YTD
- -13.43%
- 6M
- -15.39%
- 1Y
- 46.37%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Oct 8, 2024, PLTY's average daily return is +0.28%, while the average monthly return is +5.51%. At this rate, your investment would double in approximately 1.1 years.
Historically, 67% of months were positive and 33% were negative. The best month was Nov 2024 with a return of +42.4%, while the worst month was Jan 2026 at -16.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 2 months.
On a daily basis, PLTY closed higher 57% of trading days. The best single day was Feb 4, 2025 with a return of +20.5%, while the worst single day was Apr 4, 2025 at -11.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -16.18% | -3.43% | 6.96% | -13.43% | |||||||||
| 2025 | 5.02% | -1.03% | 1.33% | 23.89% | 11.22% | 3.33% | 11.54% | -2.71% | 11.96% | 9.73% | -12.99% | 2.38% | 78.06% |
| 2024 | -4.44% | 42.35% | 10.26% | 49.98% |
Benchmark Metrics
YieldMax PLTR Option Income Strategy ETF has an annualized alpha of 72.17%, beta of 1.69, and R² of 0.29 versus S&P 500 Index. Calculated based on daily prices since October 09, 2024.
- This ETF captured 194.12% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -270.81%) — a profile typical of hedging or uncorrelated assets.
- R² of 0.29 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
- 72.17%
- Beta
- 1.69
- R²
- 0.29
- Upside Capture
- 194.12%
- Downside Capture
- -270.81%
Expense Ratio
PLTY has a high expense ratio of 0.99%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
PLTY ranks 48 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for YieldMax PLTR Option Income Strategy ETF (PLTY) and compare them to a chosen benchmark (S&P 500 Index).
| PLTY | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.90 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.39 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.21 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.40 | -0.12 |
Martin ratioReturn relative to average drawdown | 3.21 | 6.61 | -3.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore PLTY risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
YieldMax PLTR Option Income Strategy ETF provided a 120.04% dividend yield over the last twelve months, with an annual payout of $46.33 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $46.33 | $57.96 | $5.55 |
Dividend yield | 120.04% | 112.44% | 7.85% |
Monthly Dividends
The table displays the monthly dividend distributions for YieldMax PLTR Option Income Strategy 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $2.12 | $1.52 | $2.56 | $6.21 | |||||||||
| 2025 | $6.57 | $5.94 | $5.33 | $4.66 | $7.04 | $3.26 | $2.56 | $7.49 | $2.44 | $6.01 | $3.37 | $3.29 | $57.96 |
| 2024 | $2.20 | $3.35 | $5.55 |
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 PLTR 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 PLTR Option Income Strategy ETF was 36.61%, occurring on Apr 4, 2025. Recovery took 46 trading sessions.
The current YieldMax PLTR Option Income Strategy ETF drawdown is 24.92%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.61% | Feb 19, 2025 | 33 | Apr 4, 2025 | 46 | Jun 11, 2025 | 79 |
| -34.41% | Nov 4, 2025 | 64 | Feb 5, 2026 | — | — | — |
| -17.89% | Dec 27, 2024 | 10 | Jan 13, 2025 | 15 | Feb 4, 2025 | 25 |
| -15.25% | Aug 11, 2025 | 8 | Aug 20, 2025 | 47 | Oct 27, 2025 | 55 |
| -8.25% | Jun 27, 2025 | 1 | Jun 27, 2025 | 10 | Jul 14, 2025 | 11 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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