TOI vs. MSTY
TOI (The Oncology Institute, Inc.) is a stock, while MSTY (YieldMax™ MSTR Option Income Strategy ETF) is Derivative Income fund actively managed by YieldMax. Over the past year, TOI returned 99.68% vs -73.76% for MSTY. At a 0.16 correlation, their price movements are largely independent.
Performance
TOI vs. MSTY - Performance Comparison
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Returns By Period
In the year-to-date period, TOI achieves a 75.56% return, which is significantly higher than MSTY's -35.55% return.
TOI
- 1D
- 6.11%
- 1M
- 17.70%
- 6M
- 62.34%
- YTD
- 75.56%
- 1Y
- 99.68%
- 3Y*
- 106.45%
- 5Y*
- —
- 10Y*
- —
MSTY
- 1D
- -2.03%
- 1M
- -23.27%
- 6M
- -39.01%
- YTD
- -35.55%
- 1Y
- -73.76%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TOI vs. MSTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
TOI The Oncology Institute, Inc. | 75.56% | 1,052.10% | -83.21% |
MSTY YieldMax™ MSTR Option Income Strategy ETF | -35.55% | -42.71% | 212.16% |
Correlation
The correlation between TOI and MSTY is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Feb 22, 2024 | 0.16 |
The correlation between TOI and MSTY shifts across timeframes, from 0.16 (all time) to 0.27 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
TOI vs. MSTY — Risk / Return Rank
TOI
MSTY
TOI vs. MSTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Oncology Institute, Inc. (TOI) and YieldMax™ MSTR Option Income Strategy ETF (MSTY). 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.
| TOI | MSTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.45 | ||
| Sortino ratioReturn per unit of downside risk | +4.47 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 0.75 | +0.50 |
| Calmar ratioReturn relative to maximum drawdown | 2.01 | -0.95 | +2.97 |
| Martin ratioReturn relative to average drawdown | 4.05 | -1.41 | +5.47 |
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Drawdowns
TOI vs. MSTY - Drawdown Comparison
The maximum TOI drawdown since its inception was -98.79%, which is greater than MSTY's maximum drawdown of -77.40%. Use the drawdown chart below to compare losses from any high point for TOI and MSTY.
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Drawdown Indicators
| TOI | MSTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.79% | -77.40% | -21.39% |
Max Drawdown (1Y)Largest decline over 1 year | -49.79% | -77.40% | +27.61% |
Max Drawdown (3Y)Largest decline over 3 years | -94.82% | — | — |
Current DrawdownCurrent decline from peak | -42.71% | -74.66% | +31.95% |
Average DrawdownAverage peak-to-trough decline | -73.70% | -28.01% | -45.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.67% | 52.19% | -27.52% |
Volatility
TOI vs. MSTY - Volatility Comparison
The current volatility for The Oncology Institute, Inc. (TOI) is 17.67%, while YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a volatility of 23.76%. This indicates that TOI experiences smaller price fluctuations and is considered to be less risky than MSTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TOI | MSTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.67% | 23.76% | -6.09% |
Volatility (6M)Calculated over the trailing 6-month period | 51.01% | 53.06% | -2.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 77.31% | 64.61% | +12.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 112.58% | 72.32% | +40.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 112.58% | 72.32% | +40.26% |
Dividends
TOI vs. MSTY - Dividend Comparison
TOI has not paid dividends to shareholders, while MSTY's dividend yield for the trailing twelve months is around 289.43%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
MSTY YieldMax™ MSTR Option Income Strategy ETF | 289.43% | 294.61% | 104.56% |
TOI The Oncology Institute, Inc. | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
TOI and MSTY have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTY has higher volatility (23.76%) compared to TOI (17.67%). In terms of maximum drawdown, TOI dropped -98.79% vs MSTY's -77.40%.
TOI currently has the higher Sharpe Ratio (1.30 vs -1.15), 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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