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Performance analysis of ULTY (YIELDMAX(R) ULTRA OPTION INCOME STRATEGY ETF)

Annual Return

Since Feb 29, 2024, ULTY has had an average annual return of +5.58%, underperforming the benchmark SPY, which returned +20.94% annual.

202620252024
+12.44%-0.47%+1%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.67%+2.64%-7.75%+9.19%+6.21%+0.72%+12.44%
2025+3.27%-6.57%-11.00%+3.53%+13.34%+8.71%+5.47%-1.23%+3.07%-1.29%-13.60%-0.77%-0.47%
2024+0%+1.26%-12.81%+5.88%+1.71%-1.87%-1.69%+2.68%+1.34%+10.53%-4.26%+1%

Drawdown analysis of ULTY (YIELDMAX(R) ULTRA OPTION INCOME STRATEGY ETF)

The maximum drawdown for the ULTY was -26.53%, occurring on Apr 8, 2025. Recovery took 52 trading sessions.

The current ULTY drawdown is -7.75%.

Since Feb 29, 2024 ULTY has experienced the following drawdowns:

  • 20% or more: 3 times
  • 10% or more: 3 times
DepthStartTo BottomBottomTo RecoverEndTotal
-26.53%Feb 18, 202535Apr 8, 202552Jun 24, 202587
-24.14%Oct 8, 2025118Mar 30, 2026OngoingOngoingOngoing
-20.51%Mar 4, 2024106Aug 5, 202469Nov 11, 2024175
-6.50%Dec 6, 202423Jan 13, 202524Feb 18, 202547
-5.03%Jul 18, 202524Aug 21, 202516Sep 15, 202540
-3.47%Nov 11, 20244Nov 15, 20245Nov 22, 20249
-2.61%Sep 19, 20255Sep 26, 20256Oct 6, 202511
-1.74%Jun 30, 20251Jul 1, 20251Jul 2, 20252
-0.79%Jul 3, 20252Jul 8, 20251Jul 9, 20253
-0.79%Jun 26, 20251Jun 27, 20251Jun 30, 20252
-0.69%Nov 25, 20241Nov 26, 20242Nov 29, 20243
-0.54%Oct 6, 20251Oct 7, 20251Oct 8, 20252
-0.32%Jul 10, 20251Jul 11, 20251Jul 14, 20252
-0.31%Jun 24, 20251Jun 25, 20251Jun 26, 20252
-0.20%Nov 29, 20241Dec 2, 20242Dec 4, 20243