Aptus Enhanced Yield ETF (JUCY) Performance
JUCY total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +4.5% since Dec 31, 2025
- 1 year
- +5.6% total return
- 3 years
- +4.5% a year
- Since first price
- +4.5% a year since 2022
JUCY trailing returns vs SPY, QQQ, AGG
| Period | JUCY total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.0% | +0.3% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.4% | −0.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +2.2% | −1.9% | +7.8% | +8.4% | −1.5% |
| YTD | +4.5% | −1.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +5.6% | −2.5% | +14.4% | +15.9% | −1.1% |
| 3 years | +14.3%+4.5%/yr | −10.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionNov 1, 2022 | +19.1%+4.5%/yr | −12.8% | — | — | — |
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: JUCY vs SPY
From Nov 1, 2022: JUCY grew to $11,915, SPY to $20,816.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
JUCY returns by calendar year
3 of 3 full years positive. Best 2025 (+5.5%), worst 2023 (+3.3%). 2026 is year to date.
JUCY annual returns table
| Year | JUCY | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +4.5% | −1.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +5.5% | −1.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +3.9% | −1.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +3.3% | −1.1% | +26.2% | +54.9% | +5.7% |
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.
JUCY risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +4.2% | +4.3% |
| Volatility (annualized) | 1.8% | 1.7% |
| Sharpe ratio | -0.11 | -0.13 |
| Sortino ratio | -0.14 | -0.16 |
| Best month | +1.3% | +1.3% |
| Worst month | −1.1% | −1.1% |
| Best 12 months | +7.9% | +7.9% |
| Worst 12 months | +3.4% | +1.6% |
| Positive months | 78% | 80% |
| Beta vs S&P 500 | -0.00 | — |
| Correlation with S&P 500 | -0.01 | — |
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.
JUCY rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 36 | +1.6% | +4.0% | +7.9% | 100% |
| 3-year (a year) | 12 | +4.2% | +4.3% | +4.7% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
JUCY performance overview
Aptus Enhanced Yield ETF (JUCY) returned +5.6% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +4.5% a year, turning $10,000 into about $11,915. Over the same year S&P 500 (SPY) returned +14.4%.
Related: JUCY chart, JUCY dividends. See the JUCY overview for the latest quote and fund facts.
JUCY performance FAQ
What is the JUCY return over the past year?
JUCY returned +5.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 2.5%.
How much would $10,000 invested in JUCY be worth?
$10,000 invested in JUCY at its first recorded close on November 1, 2022 would be worth about $11,915 on October 23, 2026 with distributions reinvested.
What was the worst year for JUCY?
The worst calendar year was 2023, with a total return of +3.3%. The best was 2025 at +5.5%.
How volatile is JUCY?
Over the past 3 years JUCY had an annualized volatility of 1.8% and a Sharpe ratio of -0.11 (excess return over 1–3 month T-bills per unit of risk).