YieldMax PLTR Option Income Strategy ETF (PLTY) Performance
PLTY total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +12.5% since Dec 31, 2025
- 1 year
- +9.1% total return
- Since first price
- +200.3% since 2024
PLTY trailing returns vs SPY, QQQ, AGG
| Period | PLTY total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.3% | −3.9% | −1.0% | −5.0% | +0.9% |
| 3 months | +46.8% | +25.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +33.9% | +0.3% | +7.8% | +8.4% | −1.5% |
| YTD | +12.5% | −30.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +9.1% | −41.0% | +14.4% | +15.9% | −1.1% |
| Since inceptionOct 8, 2024 | +200.3% | −30.1% | — | — | — |
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: PLTY vs SPY
From Oct 8, 2024: PLTY grew to $30,034, SPY to $13,565.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
PLTY returns by calendar year
1 of 1 full years positive. Best 2025 (+78.1%), worst 2025 (+78.1%). 2026 is year to date.
PLTY annual returns table
| Year | PLTY | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +12.5% | −33.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +78.1% | −36.6% | +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
Most years include a sizable fall at some point even when the year ends higher.
PLTY largest drawdowns
Now 5.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 3, 2025 | −41.4% | Jun 25, 2026 | Oct 8, 2026 | 8 months | 11 months |
| Feb 18, 2025 | −36.6% | Apr 4, 2025 | Jun 11, 2025 | 45 days | 4 months |
| Dec 26, 2024 | −17.9% | Jan 13, 2025 | Feb 4, 2025 | 18 days | 40 days |
| Aug 8, 2025 | −15.3% | Aug 20, 2025 | Oct 27, 2025 | 12 days | 3 months |
| Oct 12, 2026 | −10.1% | Oct 16, 2026 | not yet | 4 days | 11 days so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
PLTY risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +79.5% |
| Volatility (annualized) | 54.1% |
| Sharpe ratio | 1.27 |
| Sortino ratio | 3.01 |
| Best month | +44.7% |
| Worst month | −21.9% |
| Best 12 months | +213.8% |
| Worst 12 months | −18.0% |
| Positive months | 65% |
| 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.
PLTY rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 13 | −18.0% | +21.9% | +213.8% | 85% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
PLTY performance overview
YieldMax PLTR Option Income Strategy ETF (PLTY) returned +9.1% over the past year, with distributions reinvested. Since its first recorded price on Oct 8, 2024 it has returned +200.3%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −41.4%, from Nov 3, 2025 to Jun 25, 2026, and it took 3 months to get back to the old high. Volatility has been 54.1% a year.
Related: PLTY chart, PLTY dividends. See the PLTY overview for the latest quote and fund facts.
PLTY performance FAQ
What is the PLTY return over the past year?
PLTY returned +9.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 41.0%.
How much would $10,000 invested in PLTY be worth?
$10,000 invested in PLTY at its first recorded close on October 8, 2024 would be worth about $30,034 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of PLTY?
The largest peak-to-trough decline was −41.4% between November 3, 2025 and June 25, 2026. It recovered to the old high on October 8, 2026, 3 months after the bottom.
How volatile is PLTY?
Over the past history PLTY had an annualized volatility of 54.1% and a Sharpe ratio of 1.27 (excess return over 1–3 month T-bills per unit of risk).