YMAX Performance & Benchmarks - 25.1% in 12m
The Total Return for 3m is 16.9%, for 6m 7.9% and YTD 9.4%. Compare with Peer-Group: Derivative Income
Performance Rating
48.56%
#36 in Peer-Group
Rel. Strength
74.62%
#1952 in Stock-Universe
Total Return 12m
25.08%
#10 in Peer-Group
Total Return 5y
38.11%
#36 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 13.73 USD |
| 52 Week Low | 9.56 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 20.94 |
| Buy/Sell Signal +-5 | -1.40 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: YMAX (25.1%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in Derivative Income
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| YMAX | -3.97% | 1.38% | 16.9% |
| AMDY | 1.64% | 18.2% | 53.1% |
| NVDY | -0.12% | 10.1% | 42.9% |
| TSMY | -2.75% | 3.20% | 29.8% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| YMAX | 7.93% | 25.1% | 38.1% |
| NVDY | 36.7% | 38.1% | 254% |
| AMDY | 30.4% | 20.9% | 29.6% |
| SNOY | 13.2% | 58.7% | 53.7% |
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 |
|---|---|---|---|---|---|---|---|---|
| DIVO NYSE ARCA Amplify CWP Enhanced |
-0.37% | 13.7% | 85.1% | - | - | - | - | - |
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-0.05% | 8.15% | 64.9% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
1.06% | 11.1% | 66.4% | - | - | - | - | - |
| XYLG NYSE ARCA Global X SP500 Covered |
0.54% | 12.8% | 72.8% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-2.06% | 5.39% | 60.9% | - | - | - | - | - |
| BUYW BATS Main Buywrite |
0.57% | 9.13% | 31.7% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
0.84% | 6.32% | 65.7% | - | - | - | - | - |
| HYGW BATS iShares Trust - iShares |
0.49% | 4.76% | 17.7% | - | - | - | - | - |
Performance Comparison: YMAX vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for YMAX
| Total Return (including Dividends) | YMAX | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 1.38% | 0.66% | 0.66% |
| 3 Months | 16.92% | 11.66% | 11.66% |
| 12 Months | 25.08% | 15.92% | 15.92% |
| 5 Years | 38.11% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | YMAX | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 56.3% | 66.4% | 66.4% |
| 3 Months | 96.8% | 96.6% | 96.6% |
| 12 Months | 61.1% | 50% | 50% |
| 5 Years | 74% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 81 %th | 0.72% | 0.72% |
| 3 Month | 87 %th | 4.72% | 4.72% |
| 12 Month | 88 %th | 7.90% | 7.90% |
| 5 Years | 86 %th | 2.97% | 2.97% |
FAQs
Does YieldMax Universe (YMAX) outperform the market?
Yes,
over the last 12 months YMAX made 25.08%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months YMAX made 16.92%, while SPY made 11.66%.
Performance Comparison YMAX vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
YMAX vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.6% | 0.7% | 3.3% | 9% |
| US NASDAQ 100 | QQQ | -1.8% | 0.1% | 0.8% | 4% |
| German DAX 40 | DAX | -0.7% | 2.5% | -1% | -4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.4% | -1.3% | -1% | 4% |
| Hongkong Hang Seng | HSI | -1.8% | -0.7% | -19.4% | -14% |
| India NIFTY 50 | INDA | -2% | 7% | 4.4% | 32% |
| Brasil Bovespa | EWZ | -2.9% | 8.8% | 1% | 21% |
YMAX vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.6% | 2.9% | 3.9% | 1% |
| Consumer Discretionary | XLY | -0.1% | 2.4% | 13.2% | 6% |
| Consumer Staples | XLP | -2.3% | 3.6% | 5.6% | 20% |
| Energy | XLE | -2.2% | 1.2% | 9.3% | 28% |
| Financial | XLF | -0.2% | 3.8% | 7% | 4% |
| Health Care | XLV | -0.1% | 5.5% | 18.2% | 37% |
| Industrial | XLI | -0.6% | 0.2% | -2.1% | 4% |
| Materials | XLB | 2.2% | 5.1% | 9.4% | 29% |
| Real Estate | XLRE | -0.5% | 2.4% | 6.5% | 23% |
| Technology | XLK | -2.1% | -1.1% | -5.4% | 2% |
| Utilities | XLU | -5.5% | -3.3% | -3.2% | 6% |
| Aerospace & Defense | XAR | -1.2% | -2.7% | -14.8% | -20% |
| Biotech | XBI | -2.1% | -2.1% | 13.9% | 38% |
| Homebuilder | XHB | -1.5% | 0.2% | 9.2% | 34% |
| Retail | XRT | 0.8% | 3.3% | 8.7% | 22% |
YMAX vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -7.5% | -3.39% | 8.39% | 24% |
| Natural Gas | UNG | -2.5% | 11.2% | 30.7% | 21% |
| Gold | GLD | -4.5% | 0.9% | -11% | -12% |
| Silver | SLV | -0.9% | -1.3% | -9.2% | -4% |
| Copper | CPER | 19.1% | 14.1% | 6.4% | 17% |
YMAX vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -5.6% | 1.7% | 6.5% | 29% |
| iShares High Yield Corp. Bond | HYG | -3.3% | 1.6% | 4.6% | 17% |