YOKE Core ETF (YOKE) Performance
YOKE total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +14.6% since Dec 31, 2025
- 1 year
- +14.7% total return
- Since first price
- +26.0% since 2025
YOKE trailing returns vs SPY, QQQ, AGG
| Period | YOKE total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.7% | −0.9% | −1.0% | −5.0% | +0.9% |
| 3 months | −1.9% | −2.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +4.0% | +3.6% | +7.8% | +8.4% | −1.5% |
| YTD | +14.6% | +13.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +14.7% | +13.8% | +14.4% | +15.9% | −1.1% |
| Since inceptionFeb 24, 2025 | +26.0% | +24.3% | — | — | — |
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: YOKE vs SPY
From Feb 24, 2025: YOKE grew to $12,605, SPY to $12,975.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
YOKE returns by calendar year
2026 is year to date.
YOKE annual returns table
| Year | YOKE | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +14.6% | −8.6% | +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.
YOKE largest drawdowns
Now 5.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 24, 2025 | −14.3% | Apr 8, 2025 | May 13, 2025 | 43 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
YOKE risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +15.8% |
| Volatility (annualized) | 12.8% |
| Sharpe ratio | 0.91 |
| Sortino ratio | 1.76 |
| Best month | +10.6% |
| Worst month | −5.8% |
| Best 12 months | +28.0% |
| Worst 12 months | +13.4% |
| Positive months | 63% |
| 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.
YOKE rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 9 | +13.4% | +18.9% | +28.0% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
YOKE performance overview
YOKE Core ETF (YOKE) returned +14.7% over the past year, with distributions reinvested. Since its first recorded price on Feb 24, 2025 it has returned +26.0%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −14.3%, from Feb 24, 2025 to Apr 8, 2025, and it took 35 days to get back to the old high. Volatility has been 12.8% a year.
Related: YOKE chart, YOKE holdings, YOKE dividends, YOKE valuation. See the YOKE overview for the latest quote and fund facts.
YOKE performance FAQ
What is the YOKE return over the past year?
YOKE returned +14.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 13.8%.
How much would $10,000 invested in YOKE be worth?
$10,000 invested in YOKE at its first recorded close on February 24, 2025 would be worth about $12,605 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of YOKE?
The largest peak-to-trough decline was −14.3% between February 24, 2025 and April 8, 2025. It recovered to the old high on May 13, 2025, 35 days after the bottom.
How volatile is YOKE?
Over the past history YOKE had an annualized volatility of 12.8% and a Sharpe ratio of 0.91 (excess return over 1–3 month T-bills per unit of risk).