YieldMax Target 12 Big 50 Option Income ETF (BIGY) Performance

NYSE Arca: BIGYTotal returns, calendar years, drawdowns and risk since 2024.

BIGY total return

Distributions reinvested · as of Oct 23, 2026
YTD
+6.2%
since Dec 31, 2025
1 year
+8.9%
total return
Since first price
+26.8%
since 2024

BIGY trailing returns vs SPY, QQQ, AGG

BIGY trailing returns
PeriodBIGY total returnPrice onlyS&P 500 (SPY)Nasdaq-100 (QQQ)U.S. bonds (AGG)
1 month−2.0%−3.0%−1.0%−5.0%+0.9%
3 months+2.1%−0.9%+3.2%+1.9%−0.4%
6 months+5.3%−0.8%+7.8%+8.4%−1.5%
YTD+6.2%−3.0%+12.3%+15.1%−1.0%
1 year+8.9%−3.5%+14.4%+15.9%−1.1%
Since inceptionNov 21, 2024+26.8%+1.6%———

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: BIGY vs SPY

BIGYS&P 500 (SPY)

From Nov 21, 2024: BIGY grew to $12,677, SPY to $13,097.

Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.

BIGY returns by calendar year

BIGYSPY

1 of 1 full years positive. Best 2025 (+19.2%), worst 2025 (+19.2%). 2026 is year to date.

BIGY annual returns table

BIGY calendar-year returns
YearBIGYLargest dropSPYQQQAGG
2026YTD+6.2%−8.2%+12.3%+15.1%−1.0%
2025+19.2%−18.9%+17.7%+20.8%+7.2%

Largest drop = deepest fall from a high within that calendar year.

Calendar-year return vs largest drop within the year

Calendar-year returnLargest drop within the year

Most years include a sizable fall at some point even when the year ends higher.

BIGY largest drawdowns

Now 3.9% below the high
BIGY largest drawdowns
PeakDeclineBottomRecoveredFallUnderwater
Feb 19, 2025−18.9%Apr 8, 2025Jun 25, 202548 days4 months

Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.

BIGY risk statistics

BIGY risk statistics
StatisticSince 2024
Annualized return+14.3%
Volatility (annualized)12.0%
Sharpe ratio0.85
Sortino ratio1.60
Best month+8.7%
Worst month−6.0%
Best 12 months+30.2%
Worst 12 months+12.6%
Positive months59%
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.

BIGY rolling returns

BIGY rolling returns
Holding periodPeriodsWorstMedianBestPositive
1-year12+6.2%+17.4%+30.2%100%

Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.

BIGY performance overview

YieldMax Target 12 Big 50 Option Income ETF (BIGY) returned +8.9% over the past year, with distributions reinvested. Since its first recorded price on Nov 21, 2024 it has returned +26.8%. Over the same year S&P 500 (SPY) returned +14.4%.

The deepest decline was −18.9%, from Feb 19, 2025 to Apr 8, 2025, and it took 3 months to get back to the old high. Volatility has been 12.0% a year.

Related: BIGY chart, BIGY holdings, BIGY dividends, BIGY valuation. See the BIGY overview for the latest quote and fund facts.

BIGY performance FAQ

What is the BIGY return over the past year?

BIGY returned +8.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 3.5%.

How much would $10,000 invested in BIGY be worth?

$10,000 invested in BIGY at its first recorded close on November 21, 2024 would be worth about $12,677 on October 23, 2026 with distributions reinvested.

What is the biggest drawdown of BIGY?

The largest peak-to-trough decline was −18.9% between February 19, 2025 and April 8, 2025. It recovered to the old high on June 25, 2025, 3 months after the bottom.

How volatile is BIGY?

Over the past history BIGY had an annualized volatility of 12.0% and a Sharpe ratio of 0.85 (excess return over 1–3 month T-bills per unit of risk).