PortfoliosLab logoPortfoliosLab logo
YieldMax™ R2000 0DTE Covered Call Strategy ETF (RD...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

CUSIP
88636R552
Issuer
YieldMax
Inception Date
Mar 5, 2025
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in YieldMax™ R2000 0DTE Covered Call 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.


Loading graphics...

S&P 500 Index

Returns By Period

YieldMax™ R2000 0DTE Covered Call Strategy ETF (RDTY) has returned 0.56% so far this year and 13.55% over the past 12 months.


YieldMax™ R2000 0DTE Covered Call Strategy ETF

1D
2.45%
1M
-5.73%
YTD
0.56%
6M
0.26%
1Y
13.55%
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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Mar 6, 2025, RDTY's average daily return is +0.05%, while the average monthly return is +0.91%. At this rate, your investment would double in approximately 6.4 years.

Historically, 62% of months were positive and 38% were negative. The best month was Jun 2025 with a return of +6.7%, while the worst month was Apr 2025 at -6.0%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 2 months.

On a daily basis, RDTY closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +9.5%, while the worst single day was Apr 10, 2025 at -8.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.36%2.22%-5.73%0.56%
2025-1.94%-5.96%6.58%6.65%0.68%3.31%1.87%1.97%-1.96%-0.27%10.73%

Benchmark Metrics

YieldMax™ R2000 0DTE Covered Call Strategy ETF has an annualized alpha of -2.11%, beta of 1.07, and R² of 0.77 versus S&P 500 Index. Calculated based on daily prices since March 07, 2025.

  • This ETF participated in 127.66% of S&P 500 Index downside but only 104.20% of its upside — more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -2.11% versus S&P 500 Index — delivering less than market exposure alone would predict.
  • With beta of 1.07 and R² of 0.77, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha
-2.11%
Beta
1.07
0.77
Upside Capture
104.20%
Downside Capture
127.66%

Expense Ratio

RDTY has a high expense ratio of 1.01%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

RDTY ranks 33 for risk / return — below 33% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


RDTY Risk / Return Rank: 3333
Overall Rank
RDTY Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
RDTY Sortino Ratio Rank: 3131
Sortino Ratio Rank
RDTY Omega Ratio Rank: 3232
Omega Ratio Rank
RDTY Calmar Ratio Rank: 3535
Calmar Ratio Rank
RDTY Martin Ratio Rank: 3636
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™ R2000 0DTE Covered Call Strategy ETF (RDTY) and compare them to a chosen benchmark (S&P 500 Index).


RDTYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.60

0.90

-0.29

Sortino ratio

Return per unit of downside risk

0.95

1.39

-0.43

Omega ratio

Gain probability vs. loss probability

1.14

1.21

-0.07

Calmar ratio

Return relative to maximum drawdown

0.91

1.40

-0.48

Martin ratio

Return relative to average drawdown

3.33

6.61

-3.28

Explore RDTY 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™ R2000 0DTE Covered Call Strategy ETF provided a 48.05% dividend yield over the last twelve months, with an annual payout of $17.32 per share.


36.75%$0.00$5.00$10.00$15.002025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$17.32$14.42

Dividend yield

48.05%36.75%

Monthly Dividends

The table displays the monthly dividend distributions for YieldMax™ R2000 0DTE Covered Call Strategy ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.96$1.28$1.29$3.53
2025$0.62$1.53$1.88$1.04$1.61$1.40$1.30$1.69$1.76$1.59$14.42

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.


Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the YieldMax™ R2000 0DTE Covered Call 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™ R2000 0DTE Covered Call Strategy ETF was 17.31%, occurring on Apr 8, 2025. Recovery took 42 trading sessions.

The current YieldMax™ R2000 0DTE Covered Call Strategy ETF drawdown is 6.98%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-17.31%Mar 25, 202511Apr 8, 202542Jun 9, 202553
-9.2%Feb 27, 202622Mar 30, 2026
-7.92%Oct 28, 202518Nov 20, 202533Jan 9, 202651
-4.38%Jul 24, 20257Aug 1, 20258Aug 13, 202515
-4.13%Jan 23, 202610Feb 5, 202614Feb 26, 202624

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...