YieldMax PLTR Option Income Strategy ETF (PLTY)
The fund employs a synthetic covered call strategy to generate income while offering indirect exposure to the share price returns of PLTR, although this approach may cap potential investment gains. It operates as a non-diversified fund.
ETF Info
88636R800
Oct 7, 2024
1x
No Index (Active)
Distributing
Large-Cap
Growth
Expense Ratio
PLTY has a high expense ratio of 0.99%, indicating higher-than-average management fees.
Share Price Chart
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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.
Returns By Period
PLTY
27.17%
32.11%
N/A
N/A
N/A
N/A
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of PLTY, 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 | 5.02% | 27.17% | |||||||||||
| 2024 | -4.44% | 42.35% | 10.27% | 49.98% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for YieldMax PLTR Option Income Strategy ETF (PLTY) 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 PLTR Option Income Strategy ETF provided a 14.85% dividend yield over the last twelve months, with an annual payout of $12.12 per share.
| Period | TTM | 2024 |
|---|---|---|
| Dividend | $12.12 | $5.55 |
Dividend yield | 14.85% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $6.57 | $0.00 | $6.57 | ||||||||||
| 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.
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 17.89%, occurring on Jan 13, 2025. Recovery took 15 trading sessions.
The current YieldMax PLTR Option Income Strategy ETF drawdown is 13.96%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.89% | Dec 27, 2024 | 10 | Jan 13, 2025 | 15 | Feb 4, 2025 | 25 |
| -13.96% | Feb 19, 2025 | 2 | Feb 20, 2025 | — | — | — |
| -7.36% | Oct 30, 2024 | 4 | Nov 4, 2024 | 1 | Nov 5, 2024 | 5 |
| -6.3% | Dec 9, 2024 | 2 | Dec 10, 2024 | 3 | Dec 13, 2024 | 5 |
| -4.73% | Dec 16, 2024 | 3 | Dec 18, 2024 | 2 | Dec 20, 2024 | 5 |
Volatility
Volatility Chart
The current YieldMax PLTR Option Income Strategy ETF volatility is 25.13%, 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.