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CUSIP
88636R883
Issuer
YieldMax
Inception Date
Jul 28, 2025
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$2M

Share Price Chart


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Performance

RBLY Performance Chart

YieldMax RBLX Option Income Strategy ETF (RBLY) is down 44.6% since the beginning of the year. RBLY is currently trading at $13 per share.


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S&P 500 Index

Returns By Period


YieldMax RBLX Option Income Strategy ETF

1D
-4.10%
1M
-3.20%
YTD
-44.55%
6M
-50.62%
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RBLY Monthly Returns History

Based on dividend-adjusted daily data since Jul 29, 2025, RBLY's average daily return is -0.36%, while the average monthly return is -6.46%.

Historically, 25% of months were positive and 75% were negative. The best month was Jul 2025 with a return of +15.0%, while the worst month was Jan 2026 at -19.0%. The longest winning streak lasted 1 consecutive months, and the longest losing streak was 4 months.

On a daily basis, RBLY closed higher 49% of trading days. The best single day was Feb 6, 2026 with a return of +10.3%, while the worst single day was May 1, 2026 at -15.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-18.95%6.06%-16.03%-6.12%-14.29%-4.52%-44.55%
202515.00%-7.77%9.68%-15.39%-13.62%-11.57%-24.82%

Benchmark Metrics

YieldMax RBLX Option Income Strategy ETF has an annualized alpha of -70.18%, beta of 1.41, and R2 of 0.11 versus S&P 500 Index. Calculated based on daily prices since July 30, 2025.

  • This ETF participated in 142.28% of S&P 500 Index downside but only -155.48% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.11 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
-70.18%
Beta
1.41
0.11
Upside Capture
-155.48%
Downside Capture
142.28%

Expense Ratio

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


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for YieldMax RBLX Option Income Strategy ETF (RBLY) and compare them to S&P 500 Index.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History

YieldMax RBLX Option Income Strategy ETF provided a 125.25% dividend yield over the last twelve months, with an annual payout of $15.77 per share.


36.84%$0.00$2.00$4.00$6.00$8.00$10.002025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$15.77$10.75

Dividend yield

125.25%36.84%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$1.27$1.15$1.03$0.85$0.72$0.00$5.01
2025$2.07$5.33$1.69$1.66$10.75

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 RBLX 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 RBLX Option Income Strategy ETF was 65.81%, occurring on May 11, 2026. The portfolio has not yet recovered.

The current YieldMax RBLX Option Income Strategy ETF drawdown is 64.77%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 bear market2026
-65.81%May 2026
7mo 13d
8mo 6dSep 2025 - now
2025 correction2025
-13.41%Aug 2025
20d1mo 2d
1mo 22dAug 2025 - Sep 2025
2025 pullback2025
-3.66%Sep 2025
2d4d
6dSep 2025 - Sep 2025

Drawdown Indicators


RBLYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-65.81%

-56.78%

-9.03%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

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

-64.77%

0.00%

-64.77%

Average Drawdown

Average peak-to-trough decline

-32.89%

-10.72%

-22.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.97%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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