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Performance analysis of XYZY (YIELDMAX(R) XYZ OPTION INCOME STRATEGY ETF)

Annual Return

Since Oct 11, 2023, XYZY has had an average annual return of +12.44%, underperforming the benchmark SPY, which returned +22.57% annual.

2026202520242023
+11.35%-29.24%+21.78%+44.32%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-7.42%+0.61%-4.58%+14.73%+4.04%-0.05%+5.02%+11.35%
2025+3.06%-24.76%-16.15%+7.98%-1.84%+10.06%+8.55%+3.08%-8.49%+3.66%-11.29%-0.92%-29.24%
2024-16.34%+18.95%+10.08%-9.98%-7.62%+4.46%-3.94%+10.19%+1.36%+5%+17.88%-3.63%+21.78%
2023-11.70%+39.32%+17.31%+44.32%

Drawdown analysis of XYZY (YIELDMAX(R) XYZ OPTION INCOME STRATEGY ETF)

The maximum drawdown for the XYZY was -52.09%, occurring on Feb 12, 2026. This drawdown has not yet recovered.

The current XYZY drawdown is -29.90%.

Since Oct 11, 2023 XYZY has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 2 times
  • 10% or more: 4 times
DepthStartTo BottomBottomTo RecoverEndTotal
-52.09%Dec 4, 2024297Feb 12, 2026OngoingOngoingOngoing
-20.99%Mar 28, 202489Aug 6, 202465Nov 6, 2024154
-18.22%Dec 28, 202317Jan 24, 202432Mar 11, 202449
-13.26%Oct 11, 202313Oct 30, 20234Nov 3, 202317
-4.61%Nov 12, 20242Nov 14, 20242Nov 18, 20244
-3.62%Nov 22, 20243Nov 27, 20242Dec 2, 20245
-2.61%Mar 21, 20241Mar 22, 20242Mar 26, 20243
-2.07%Nov 6, 20241Nov 7, 20242Nov 11, 20243
-1.78%Mar 13, 20244Mar 19, 20241Mar 20, 20245
-1.71%Nov 19, 20241Nov 20, 20241Nov 21, 20242
-1.27%Nov 29, 20231Nov 30, 20231Dec 1, 20232
-1.05%Nov 8, 20231Nov 9, 20231Nov 10, 20232
-0.80%Dec 14, 20232Dec 18, 20231Dec 19, 20233
-0.68%Dec 19, 20231Dec 20, 20231Dec 21, 20232
-0.49%Dec 8, 20231Dec 11, 20231Dec 12, 20232
-0.44%Nov 20, 20231Nov 21, 20231Nov 22, 20232
-0.36%Dec 4, 20231Dec 5, 20231Dec 6, 20232
-0.13%Nov 15, 20231Nov 16, 20231Nov 17, 20232