PFLT vs. AMDY
PFLT (PennantPark Floating Rate Capital Ltd.) is a stock, while AMDY (YieldMax AMD Option Income Strategy ETF) is Derivative Income fund actively managed by YieldMax ETFs. Over the past year, PFLT returned -23.33% vs 153.57% for AMDY. At a 0.19 correlation, their price movements are largely independent.
Performance
PFLT vs. AMDY - Performance Comparison
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Returns By Period
In the year-to-date period, PFLT achieves a -15.21% return, which is significantly lower than AMDY's 95.56% return.
PFLT
- 1D
- -0.82%
- 1M
- -3.28%
- 6M
- -18.39%
- YTD
- -15.21%
- 1Y
- -23.33%
- 3Y*
- -1.36%
- 5Y*
- -0.68%
- 10Y*
- 4.86%
AMDY
- 1D
- -0.83%
- 1M
- -1.93%
- 6M
- 88.48%
- YTD
- 95.56%
- 1Y
- 153.57%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PFLT vs. AMDY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
PFLT PennantPark Floating Rate Capital Ltd. | -15.21% | -4.17% | 0.62% | 15.72% |
AMDY YieldMax AMD Option Income Strategy ETF | 95.56% | 53.93% | -17.00% | 25.92% |
Correlation
The correlation between PFLT and AMDY is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Sep 19, 2023 | 0.19 |
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Return for Risk
PFLT vs. AMDY — Risk / Return Rank
PFLT
AMDY
PFLT vs. AMDY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PennantPark Floating Rate Capital Ltd. (PFLT) and YieldMax AMD Option Income Strategy ETF (AMDY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PFLT | AMDY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.77 | ||
| Sortino ratioReturn per unit of downside risk | -4.64 | ||
| Omega ratioGain probability vs. loss probability | 0.83 | 1.42 | -0.59 |
| Calmar ratioReturn relative to maximum drawdown | -0.92 | 5.60 | -6.52 |
| Martin ratioReturn relative to average drawdown | -1.80 | 12.40 | -14.20 |
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Drawdowns
PFLT vs. AMDY - Drawdown Comparison
The maximum PFLT drawdown since its inception was -69.77%, which is greater than AMDY's maximum drawdown of -53.92%. Use the drawdown chart below to compare losses from any high point for PFLT and AMDY.
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Drawdown Indicators
| PFLT | AMDY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.77% | -53.92% | -15.85% |
Max Drawdown (1Y)Largest decline over 1 year | -25.56% | -27.59% | +2.03% |
Max Drawdown (3Y)Largest decline over 3 years | -27.18% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -29.64% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -69.77% | — | — |
Current DrawdownCurrent decline from peak | -24.38% | -12.17% | -12.21% |
Average DrawdownAverage peak-to-trough decline | -8.41% | -17.48% | +9.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.59% | 12.44% | +1.15% |
Volatility
PFLT vs. AMDY - Volatility Comparison
The current volatility for PennantPark Floating Rate Capital Ltd. (PFLT) is 8.04%, while YieldMax AMD Option Income Strategy ETF (AMDY) has a volatility of 16.56%. This indicates that PFLT experiences smaller price fluctuations and is considered to be less risky than AMDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFLT | AMDY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.04% | 16.56% | -8.52% |
Volatility (6M)Calculated over the trailing 6-month period | 17.95% | 45.42% | -27.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.60% | 57.50% | -35.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.36% | 47.20% | -25.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.05% | 47.20% | -18.15% |
Dividends
PFLT vs. AMDY - Dividend Comparison
PFLT's dividend yield for the trailing twelve months is around 16.39%, less than AMDY's 74.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMDY YieldMax AMD Option Income Strategy ETF | 74.51% | 80.68% | 109.98% | 6.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PFLT PennantPark Floating Rate Capital Ltd. | 16.39% | 13.27% | 11.25% | 9.98% | 10.38% | 8.93% | 10.83% | 9.24% | 9.59% | 8.31% | 8.08% | 10.04% |
Frequently Asked Questions
PFLT and AMDY have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMDY has higher volatility (16.56%) compared to PFLT (8.04%). In terms of maximum drawdown, PFLT dropped -69.77% vs AMDY's -53.92%.
AMDY currently has the higher Sharpe Ratio (2.69 vs -1.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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