YieldMax Crypto Industry & Tech Portfolio… (LFGY) Performance
LFGY total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −3.2% since Dec 31, 2025
- 1 year
- −22.1% total return
- Since first price
- −11.1% since 2025
LFGY trailing returns vs SPY, QQQ, AGG
| Period | LFGY total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −19.5% | −22.0% | −1.0% | −5.0% | +0.9% |
| 3 months | −13.8% | −22.8% | +3.2% | +1.9% | −0.4% |
| 6 months | −12.7% | −31.6% | +7.8% | +8.4% | −1.5% |
| YTD | −3.2% | −36.0% | +12.3% | +15.1% | −1.0% |
| 1 year | −22.1% | −54.8% | +14.4% | +15.9% | −1.1% |
| Since inceptionJan 14, 2025 | −11.1% | −68.9% | — | — | — |
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: LFGY vs SPY
From Jan 14, 2025: LFGY grew to $8,885, SPY to $13,310.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
LFGY returns by calendar year
2026 is year to date.
LFGY annual returns table
| Year | LFGY | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −3.2% | −24.4% | +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.
LFGY largest drawdowns
Now 26.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 15, 2025 | −35.9% | Feb 5, 2026 | not yet | 4 months | 1.0 years so far |
| Jan 24, 2025 | −34.7% | Apr 8, 2025 | Jul 2, 2025 | 2 months | 5 months |
| Jul 17, 2025 | −11.2% | Aug 1, 2025 | Sep 18, 2025 | 15 days | 2 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
LFGY risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +2.3% |
| Volatility (annualized) | 34.0% |
| Sharpe ratio | 0.12 |
| Sortino ratio | 0.18 |
| Best month | +18.5% |
| Worst month | −14.5% |
| Best 12 months | +19.1% |
| Worst 12 months | −7.3% |
| Positive months | 45% |
| 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.
LFGY rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 10 | −23.4% | −0.9% | +19.1% | 50% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
LFGY performance overview
YieldMax Crypto Industry & Tech Portfolio… (LFGY) returned −22.1% over the past year, with distributions reinvested. Since its first recorded price on Jan 14, 2025 it has returned −11.1%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −35.9%, from Oct 15, 2025 to Feb 5, 2026; the fund has not yet regained that high. Volatility has been 34.0% a year.
Related: LFGY chart, LFGY holdings, LFGY dividends. See the LFGY overview for the latest quote and fund facts.
LFGY performance FAQ
What is the LFGY return over the past year?
LFGY returned −22.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 54.8%.
How much would $10,000 invested in LFGY be worth?
$10,000 invested in LFGY at its first recorded close on January 14, 2025 would be worth about $8,885 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of LFGY?
The largest peak-to-trough decline was −35.9% between October 15, 2025 and February 5, 2026. It has not yet recovered to that high; it is 26.1% below its peak.
How volatile is LFGY?
Over the past history LFGY had an annualized volatility of 34.0% and a Sharpe ratio of 0.12 (excess return over 1–3 month T-bills per unit of risk).