Yieldmax Target 12 Etf Performance

RNTY Etf   50.45  0.48  0.96%   
The entity maintains a market beta of -0.21, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning YieldMax Target are expected to decrease at a much lower rate. During the bear market, YieldMax Target is likely to outperform the market.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in YieldMax Target 12 are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong basic indicators, YieldMax Target is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more

YieldMax Target Relative Risk vs. Return Landscape

If you would invest  4,903  in YieldMax Target 12 on October 20, 2025 and sell it today you would earn a total of  142.00  from holding YieldMax Target 12 or generate 2.9% return on investment over 90 days. YieldMax Target 12 is currently generating 0.0475% in daily expected returns and assumes 0.669% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than YieldMax, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
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Given the investment horizon of 90 days YieldMax Target is expected to generate 1.9 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.03 times less risky than the market. It trades about 0.07 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.13 of returns per unit of risk over similar time horizon.

YieldMax Target Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for YieldMax Target's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as YieldMax Target 12, and traders can use it to determine the average amount a YieldMax Target's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0711

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Based on monthly moving average YieldMax Target is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of YieldMax Target by adding it to a well-diversified portfolio.

About YieldMax Target Performance

Evaluating YieldMax Target's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if YieldMax Target has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if YieldMax Target has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.