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IncomeShares Microsoft (MSFT) Options ETP (YMSF.DE...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
XS2901886288
Inception Date
Nov 15, 2024
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
Ireland
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in IncomeShares Microsoft (MSFT) Options ETP, 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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S&P 500 Index

Different Benchmark Currency

YMSF.DE is traded in EUR, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to EUR using the latest available exchange rates.

Returns By Period

IncomeShares Microsoft (MSFT) Options ETP (YMSF.DE) has returned -25.49% so far this year and -13.80% over the past 12 months.


IncomeShares Microsoft (MSFT) Options ETP

1D
-0.32%
1M
-6.88%
YTD
-25.49%
6M
-29.71%
1Y
-13.80%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.02%
1M
-2.96%
YTD
-3.12%
6M
-0.95%
1Y
8.84%
3Y*
14.21%
5Y*
10.59%
10Y*
11.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Nov 15, 2024, YMSF.DE's average daily return is -0.06%, while the average monthly return is -1.42%.

Historically, 41% of months were positive and 59% were negative. The best month was May 2025 with a return of +12.1%, while the worst month was Jan 2026 at -10.6%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 5 months.

On a daily basis, YMSF.DE closed higher 49% of trading days. The best single day was Oct 24, 2025 with a return of +16.0%, while the worst single day was Oct 27, 2025 at -13.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-10.61%-10.49%-6.88%-25.49%
2025-1.50%-5.74%-8.28%-0.28%12.09%3.78%11.33%-6.93%2.03%2.89%-7.40%-0.98%-1.48%
20241.76%1.01%2.79%

Benchmark Metrics

IncomeShares Microsoft (MSFT) Options ETP has an annualized alpha of -12.24%, beta of 0.24, and R² of 0.02 versus S&P 500 Index. Calculated based on daily prices since November 18, 2024.

  • This ETF participated in 199.35% of S&P 500 Index downside but only 108.27% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.24 may look defensive, but with R² of 0.02 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 0.02 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
-12.24%
Beta
0.24
0.02
Upside Capture
108.27%
Downside Capture
199.35%

Expense Ratio

YMSF.DE has an expense ratio of 0.55%, placing it in the medium range.


Return for Risk

Risk / Return Rank

YMSF.DE ranks 5 for risk / return — in the bottom 5% 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.


YMSF.DE Risk / Return Rank: 55
Overall Rank
YMSF.DE Sharpe Ratio Rank: 44
Sharpe Ratio Rank
YMSF.DE Sortino Ratio Rank: 55
Sortino Ratio Rank
YMSF.DE Omega Ratio Rank: 44
Omega Ratio Rank
YMSF.DE Calmar Ratio Rank: 66
Calmar Ratio Rank
YMSF.DE Martin Ratio Rank: 55
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 IncomeShares Microsoft (MSFT) Options ETP (YMSF.DE) and compare them to a chosen benchmark (S&P 500 Index).


YMSF.DEBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.44

0.43

-0.87

Sortino ratio

Return per unit of downside risk

-0.45

0.73

-1.18

Omega ratio

Gain probability vs. loss probability

0.93

1.11

-0.18

Calmar ratio

Return relative to maximum drawdown

-0.39

0.67

-1.06

Martin ratio

Return relative to average drawdown

-0.87

2.80

-3.67

Explore YMSF.DE risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

IncomeShares Microsoft (MSFT) Options ETP provided a 9.04% dividend yield over the last twelve months, with an annual payout of €0.57 per share.


7.16%€0.00€0.10€0.20€0.30€0.40€0.50€0.602025
Dividends
Dividend Yield
PeriodTTM2025
Dividend€0.57€0.62

Dividend yield

9.04%7.16%

Monthly Dividends

The table displays the monthly dividend distributions for IncomeShares Microsoft (MSFT) Options ETP. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026€0.14€0.00€0.00€0.14
2025€0.08€0.04€0.05€0.04€0.13€0.03€0.07€0.00€0.00€0.00€0.00€0.18€0.62

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 IncomeShares Microsoft (MSFT) Options ETP. 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 IncomeShares Microsoft (MSFT) Options ETP was 41.28%, occurring on Mar 27, 2026. The portfolio has not yet recovered.

The current IncomeShares Microsoft (MSFT) Options ETP drawdown is 40.43%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.28%Oct 27, 2025105Mar 27, 2026
-25.28%Dec 13, 202486Apr 22, 202572Jul 31, 2025158
-9.39%Aug 1, 202526Sep 5, 202535Oct 24, 202561
-1.28%Nov 27, 20243Nov 29, 20242Dec 3, 20245
-0.67%Nov 18, 20242Nov 19, 20242Nov 21, 20244

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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