(YMAX) YieldMax Universe Fund - Performance 7.8% in 12m
Compare YMAX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
33.32%
#47 in Group
Rel. Strength
56.17%
#3499 in Universe
Total Return 12m
7.84%
#41 in Group
Total Return 5y
17.30%
#41 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: YMAX (7.8%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers in Derivative Income
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 |
-1.94% | 11% | 87.9% | - | - | - | - | - |
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-0.25% | 12.5% | 69.1% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-2.01% | 7.1% | 69.3% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
-0.63% | 8.13% | 68.3% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
-1.32% | 7.31% | 72.4% | - | - | - | - | - |
| PBP NYSE ARCA Invesco SP500 BuyWrite |
-1.62% | 9.58% | 61.6% | - | - | - | - | - |
| XYLD NYSE ARCA Global X SP500 Covered |
-1.91% | 8.49% | 61.3% | - | - | - | - | - |
| XYLG NYSE ARCA Global X SP500 Covered |
-1.15% | 10.3% | 59.3% | - | - | - | - | - |
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 | 3.61% | -0.87% | -0.87% |
| 3 Months | -9.29% | -7.58% | -7.58% |
| 12 Months | 7.84% | 11.88% | 11.88% |
| 5 Years | 17.30% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | YMAX | SPY | S&P 500 |
| 1 Month | 68.7% | 47.5% | 47.5% |
| 3 Months | -79.1% | -87.3% | -87.3% |
| 12 Months | 40.4% | 54.3% | 54.3% |
| 5 Years | 60.7% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #14 | 4.52% | 4.52% |
| 3 Month | #67 | -1.85% | -1.85% |
| 12 Month | #54 | -3.61% | -3.61% |
| 5 Years | #28 | -1.66% | -1.66% |
FAQs
Does YMAX YieldMax Universe Fund outperforms the market?
No,
over the last 12 months YMAX made 7.84%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months YMAX made -9.29%, while SPY made -7.58%.
Over the last 3 months YMAX made -9.29%, while SPY made -7.58%.
Performance Comparison YMAX vs Indeces and Sectors
YMAX vs. Indices YMAX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.25% | 4.48% | 3.38% | -4.04% |
| US NASDAQ 100 | QQQ | -0.78% | 2.21% | 2.95% | -4.83% |
| US Dow Jones Industrial 30 | DIA | 1.19% | 6.79% | 3.47% | -1.36% |
| German DAX 40 | DAX | 1.48% | 2.29% | -16.1% | -16.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.21% | 6.43% | 6.37% | 1.88% |
| Hongkong Hang Seng | HSI | 1.24% | 3.55% | 1.46% | -6.05% |
| India NIFTY 50 | INDA | 3.09% | -0.45% | 3.09% | 4.77% |
| Brasil Bovespa | EWZ | 1.05% | -0.99% | -0.32% | 13.7% |
YMAX vs. Sectors YMAX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | - | 4.66% | -2.75% | -16.1% |
| Consumer Discretionary | XLY | 0.17% | 3.71% | 0.87% | -5.48% |
| Consumer Staples | XLP | 3.75% | 3.41% | -1.93% | -3.36% |
| Energy | XLE | 4.73% | 17.5% | 9.17% | 18.9% |
| Financial | XLF | 1.64% | 5.72% | -4.22% | -14.9% |
| Health Care | XLV | 0.33% | 7.40% | 5.07% | 6.12% |
| Industrial | XLI | -0.17% | 3.50% | 2.67% | -1.75% |
| Materials | XLB | 0.86% | 6.04% | 10.8% | 11.4% |
| Real Estate | XLRE | 1.77% | 4.92% | 4.27% | -10.3% |
| Technology | XLK | -2.20% | 1.92% | 6.72% | 0.11% |
| Utilities | XLU | 3.09% | 3.55% | 1.26% | -14.0% |
| Aerospace & Defense | XAR | -0.70% | -2.78% | -10.2% | -18.7% |
| Biotech | XBI | -1.05% | 1.33% | 16.0% | 9.67% |
| Homebuilder | XHB | 0.94% | 5.88% | 18.2% | 14.9% |
| Retail | XRT | 1.82% | 4.17% | 8.95% | 10.6% |