YieldMax AMZN Option Income Strategy ETF (AMZY) Performance
AMZY total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +4.6% since Dec 31, 2025
- 1 year
- +7.4% total return
- 3 years
- +21.6% a year
- Since first price
- +20.8% a year since 2023
AMZY trailing returns vs SPY, QQQ, AGG
| Period | AMZY total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.2% | −2.7% | −1.0% | −5.0% | +0.9% |
| 3 months | +7.1% | −2.0% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.1% | −19.0% | +7.8% | +8.4% | −1.5% |
| YTD | +4.6% | −24.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +7.4% | −28.7% | +14.4% | +15.9% | −1.1% |
| 3 years | +79.7%+21.6%/yr | −48.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionJul 25, 2023 | +84.8%+20.8%/yr | −49.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: AMZY vs SPY
From Jul 25, 2023: AMZY grew to $18,478, SPY to $17,363.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
AMZY returns by calendar year
2 of 2 full years positive. Best 2024 (+35.3%), worst 2025 (+10.4%). 2026 is year to date.
AMZY annual returns table
| Year | AMZY | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +4.6% | −17.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +10.4% | −23.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +35.3% | −16.4% | +24.9% | +25.6% | +1.3% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
AMZY largest drawdowns
Now 8.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 4, 2025 | −23.7% | Apr 21, 2025 | Jul 21, 2025 | 2 months | 5 months |
| Nov 3, 2025 | −19.6% | Feb 13, 2026 | Apr 24, 2026 | 3 months | 6 months |
| Jul 10, 2024 | −16.4% | Aug 5, 2024 | Nov 6, 2024 | 26 days | 4 months |
| May 28, 2026 | −15.0% | Jul 29, 2026 | Aug 3, 2026 | 2 months | 2 months |
| Sep 14, 2023 | −12.3% | Oct 26, 2023 | Nov 10, 2023 | 42 days | 57 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
AMZY risk statistics
| Statistic | 3 years | Since 2023 |
|---|---|---|
| Annualized return | +22.4% | +20.4% |
| Volatility (annualized) | 23.2% | 23.1% |
| Sharpe ratio | 0.80 | 0.73 |
| Sortino ratio | 1.47 | 1.31 |
| Best month | +19.8% | +19.8% |
| Worst month | −11.4% | −11.4% |
| Best 12 months | +45.1% | +45.1% |
| Worst 12 months | +0.4% | +0.4% |
| Positive months | 64% | 63% |
| Beta vs S&P 500 | 1.15 | — |
| Correlation with S&P 500 | 0.62 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
AMZY rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 28 | +0.4% | +15.2% | +45.1% | 100% |
| 3-year (a year) | 4 | +19.7% | +21.4% | +23.8% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
AMZY performance overview
YieldMax AMZN Option Income Strategy ETF (AMZY) returned +7.4% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +20.8% a year, turning $10,000 into about $18,478. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −23.7%, from Feb 4, 2025 to Apr 21, 2025, and it took 3 months to get back to the old high. Volatility has been 23.1% a year.
Related: AMZY chart, AMZY dividends. See the AMZY overview for the latest quote and fund facts.
AMZY performance FAQ
What is the AMZY return over the past year?
AMZY returned +7.4% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 28.7%.
How much would $10,000 invested in AMZY be worth?
$10,000 invested in AMZY at its first recorded close on July 25, 2023 would be worth about $18,478 on October 23, 2026 with distributions reinvested.
What was the worst year for AMZY?
The worst calendar year was 2025, with a total return of +10.4%. The best was 2024 at +35.3%.
What is the biggest drawdown of AMZY?
The largest peak-to-trough decline was −23.7% between February 4, 2025 and April 21, 2025. It recovered to the old high on July 21, 2025, 3 months after the bottom.
How volatile is AMZY?
Over the past 3 years AMZY had an annualized volatility of 23.2% and a Sharpe ratio of 0.80 (excess return over 1–3 month T-bills per unit of risk).