(YMAX) YieldMax Universe Fund - Performance 1.3% in 12m
Compare YMAX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
30.85%
#50 in Group
Rel. Strength
48.21%
#4137 in Universe
Total Return 12m
1.25%
#59 in Group
Total Return 5y
9.74%
#45 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 (1.3%) vs SPY (6.7%)
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 |
-3.05% | 8.4% | 83.8% | - | - | - | - | - |
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-1.44% | 10.1% | 64.1% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-5.17% | 4.44% | 63.7% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
-3.35% | 5.74% | 72.5% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
-4.03% | 4.81% | 66.5% | - | - | - | - | - |
| PBP NYSE ARCA Invesco SP500 BuyWrite |
-3.9% | 7.46% | 61% | - | - | - | - | - |
| XYLD NYSE ARCA Global X SP500 Covered |
-3.69% | 6.58% | 61.5% | - | - | - | - | - |
| KNG BATS FT Cboe Vest SP500 |
-4.17% | 1.95% | 67.5% | - | - | - | - | - |
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 | -5.27% | -5.89% | -5.89% |
| 3 Months | -14.94% | -12.45% | -12.45% |
| 12 Months | 1.25% | 6.72% | 6.72% |
| 5 Years | 9.74% | 101.06% | 101.06% |
| Trend Score (consistency of price movement) | YMAX | SPY | S&P 500 |
| 1 Month | -74.2% | -74.5% | -74.5% |
| 3 Months | -86.0% | -88.2% | -88.2% |
| 12 Months | 48.1% | 66.1% | 66.1% |
| 5 Years | 62.8% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #57 | 0.66% | 0.66% |
| 3 Month | #74 | -2.85% | -2.85% |
| 12 Month | #75 | -5.13% | -5.13% |
| 5 Years | #31 | -3.08% | -3.08% |
FAQs
Does YMAX YieldMax Universe Fund outperforms the market?
No,
over the last 12 months YMAX made 1.25%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.72%.
Over the last 3 months YMAX made -14.94%, while SPY made -12.45%.
Over the last 3 months YMAX made -14.94%, while SPY made -12.45%.
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 | 1.37% | 0.62% | 3.26% | -5.47% |
| US NASDAQ 100 | QQQ | 2.23% | 1.01% | 3.79% | -4.28% |
| US Dow Jones Industrial 30 | DIA | 2.54% | 0.55% | 2.72% | -4.06% |
| German DAX 40 | DAX | -3.99% | 4.13% | -13.8% | -17.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.66% | 2.23% | 0.98% | -4.64% |
| Hongkong Hang Seng | HSI | -2.92% | 4.55% | 1.74% | -15.0% |
| India NIFTY 50 | INDA | -3.0% | -10.0% | 0.81% | -1.82% |
| Brasil Bovespa | EWZ | -2.19% | -0.19% | 0.31% | 10.7% |
YMAX vs. Sectors YMAX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.12% | 0.39% | -5.55% | -12.3% |
| Consumer Discretionary | XLY | 2.24% | -1.35% | 0.52% | -7.97% |
| Consumer Staples | XLP | -1.93% | -8.47% | -6.96% | -12.7% |
| Energy | XLE | -3.35% | 4.81% | 2.20% | 11.5% |
| Financial | XLF | - | -0.76% | -4.86% | -17.7% |
| Health Care | XLV | 0.97% | 2.10% | 4.66% | 1.79% |
| Industrial | XLI | 0.25% | -0.57% | 3.18% | -4.11% |
| Materials | XLB | -0.35% | 1.38% | 10.3% | 8.79% |
| Real Estate | XLRE | -3.97% | -2.38% | 1.91% | -15.9% |
| Technology | XLK | 2.73% | 3.66% | 10.1% | 2.46% |
| Utilities | XLU | -1.94% | -4.85% | -2.48% | -23.1% |
| Aerospace & Defense | XAR | -0.32% | -5.31% | -6.50% | -22.9% |
| Biotech | XBI | -2.19% | 6.61% | 17.8% | 10.2% |
| Homebuilder | XHB | 0.42% | 1.57% | 21.2% | 10.4% |
| Retail | XRT | -0.33% | -3.16% | 7.93% | 5.64% |