YMAG Performance & Benchmarks - 20.6% in 12m
The Total Return for 3m is 16.6%, for 6m 4.3% and YTD 3.4%. Compare with Peer-Group: Large Blend
Performance Rating
45.29%
#169 in Peer-Group
Rel. Strength
70.99%
#2231 in Stock-Universe
Total Return 12m
20.55%
#10 in Peer-Group
Total Return 5y
40.64%
#163 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 15.44 USD |
| 52 Week Low | 11.28 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 37.54 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: YMAG (20.6%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in Large Blend
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| YMAG | -1.6% | 3.38% | 16.6% |
| NETZ | 0.53% | 7.88% | 28.4% |
| HCMT | -4.13% | 2.06% | 23.1% |
| SAMT | -1.40% | 3.95% | 17.5% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| YMAG | 4.25% | 20.6% | 40.6% |
| NETZ | 22.0% | 40.9% | 93.9% |
| GDE | 19.5% | 45.9% | 104% |
| SPMO | 13.7% | 35.0% | 152% |
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
2.25% | 35% | 152% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
3.22% | 18.1% | 159% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
1.19% | 15.8% | 156% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
-0.17% | 17.3% | 110% | - | - | - | - | - |
| OMFL BATS Oppenheimer Russell 1000 |
-0.4% | 15.8% | 101% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.65% | 13.8% | 101% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
1.06% | 16.4% | 115% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
0.58% | 17.5% | 111% | - | - | - | - | - |
Performance Comparison: YMAG vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for YMAG
| Total Return (including Dividends) | YMAG | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 3.38% | 0.66% | 0.66% |
| 3 Months | 16.55% | 11.66% | 11.66% |
| 12 Months | 20.55% | 15.92% | 15.92% |
| 5 Years | 40.64% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | YMAG | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 91.2% | 66.4% | 66.4% |
| 3 Months | 98.1% | 96.6% | 96.6% |
| 12 Months | 42.3% | 50% | 50% |
| 5 Years | 74.7% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 98 %th | 2.70% | 2.70% |
| 3 Month | 98 %th | 4.38% | 4.38% |
| 12 Month | 96 %th | 4.00% | 4.00% |
| 5 Years | 95 %th | 8.98% | 8.98% |
FAQs
Does YieldMax Magnificent (YMAG) outperform the market?
Yes,
over the last 12 months YMAG made 20.55%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months YMAG made 16.55%, while SPY made 11.66%.
Performance Comparison YMAG vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
YMAG vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.8% | 2.7% | -0.4% | 5% |
| US NASDAQ 100 | QQQ | 0.6% | 2.1% | -2.9% | -1% |
| German DAX 40 | DAX | 1.7% | 4.5% | -4.7% | -8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1% | 0.7% | -4.7% | -1% |
| Hongkong Hang Seng | HSI | 0.6% | 1.3% | -23.1% | -19% |
| India NIFTY 50 | INDA | 0.4% | 9% | 0.7% | 27% |
| Brasil Bovespa | EWZ | -0.5% | 10.8% | -2.7% | 17% |
YMAG vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.2% | 4.9% | 0.3% | -4% |
| Consumer Discretionary | XLY | 2.3% | 4.4% | 9.5% | 1% |
| Consumer Staples | XLP | 0% | 5.6% | 1.9% | 16% |
| Energy | XLE | 0.1% | 3.2% | 5.6% | 23% |
| Financial | XLF | 2.2% | 5.8% | 3.3% | -0% |
| Health Care | XLV | 2.3% | 7.5% | 14.5% | 32% |
| Industrial | XLI | 1.8% | 2.2% | -5.7% | -1% |
| Materials | XLB | 4.5% | 7.1% | 5.7% | 24% |
| Real Estate | XLRE | 1.9% | 4.4% | 2.9% | 19% |
| Technology | XLK | 0.3% | 1% | -9% | -2% |
| Utilities | XLU | -3.1% | -1.3% | -6.9% | 1% |
| Aerospace & Defense | XAR | 1.2% | -0.7% | -18.5% | -25% |
| Biotech | XBI | 0.3% | -0.1% | 10.2% | 33% |
| Homebuilder | XHB | 0.9% | 2.2% | 5.5% | 29% |
| Retail | XRT | 3.2% | 5.3% | 5% | 17% |
YMAG vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -5.1% | -1.39% | 4.71% | 19% |
| Natural Gas | UNG | -0.1% | 13.2% | 27% | 17% |
| Gold | GLD | -2.2% | 2.9% | -14.7% | -16% |
| Silver | SLV | 1.5% | 0.8% | -12.9% | -8% |
| Copper | CPER | 21.5% | 16.1% | 2.7% | 13% |
YMAG vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -3.2% | 3.7% | 2.8% | 25% |
| iShares High Yield Corp. Bond | HYG | -1% | 3.6% | 0.9% | 12% |