Amplify Bitcoin Max Income Covered Call ETF (BAGY) Performance
BAGY total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −20.1% since Dec 31, 2025
- 1 year
- −35.0% total return
- Since first price
- −27.2% since 2025
BAGY trailing returns vs SPY, QQQ, AGG
| Period | BAGY total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −3.3% | −5.9% | −1.0% | −5.0% | +0.9% |
| 3 months | +4.3% | −3.5% | +3.2% | +1.9% | −0.4% |
| 6 months | −16.8% | −29.0% | +7.8% | +8.4% | −1.5% |
| YTD | −20.1% | −38.1% | +12.3% | +15.1% | −1.0% |
| 1 year | −35.0% | −54.1% | +14.4% | +15.9% | −1.1% |
| Since inceptionApr 29, 2025 | −27.2% | −54.8% | — | — | — |
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: BAGY vs SPY
From Apr 29, 2025: BAGY grew to $7,283, SPY to $13,937.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BAGY returns by calendar year
2026 is year to date.
BAGY annual returns table
| Year | BAGY | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −20.1% | −37.0% | +12.3% | +15.1% | −1.0% |
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.
BAGY largest drawdowns
Now 43.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Aug 13, 2025 | −50.7% | Jun 30, 2026 | not yet | 11 months | 1.2 years so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
BAGY risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | −18.2% |
| Volatility (annualized) | 37.9% |
| Sharpe ratio | -0.44 |
| Sortino ratio | -0.53 |
| Best month | +12.8% |
| Worst month | −20.9% |
| Best 12 months | −13.2% |
| Worst 12 months | −45.5% |
| Positive months | 47% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
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.
BAGY rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 7 | −45.5% | −35.4% | −13.2% | 0% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
BAGY performance overview
Amplify Bitcoin Max Income Covered Call ETF (BAGY) returned −35.0% over the past year, with distributions reinvested. Since its first recorded price on Apr 29, 2025 it has returned −27.2%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −50.7%, from Aug 13, 2025 to Jun 30, 2026; the fund has not yet regained that high. Volatility has been 37.9% a year.
Related: BAGY chart, BAGY dividends. See the BAGY overview for the latest quote and fund facts.
BAGY performance FAQ
What is the BAGY return over the past year?
BAGY returned −35.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 54.1%.
How much would $10,000 invested in BAGY be worth?
$10,000 invested in BAGY at its first recorded close on April 29, 2025 would be worth about $7,283 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of BAGY?
The largest peak-to-trough decline was −50.7% between August 13, 2025 and June 30, 2026. It has not yet recovered to that high; it is 43.8% below its peak.
How volatile is BAGY?
Over the past history BAGY had an annualized volatility of 37.9% and a Sharpe ratio of -0.44 (excess return over 1–3 month T-bills per unit of risk).