OPTZ ETF

$44.64

Returns Overview

1 Month
+7.33%
3 Months
+16.85%
6 Months
+30.11%
YTD
+22.98%
1 Year
+34.54%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would OPTZ have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+7.33%

3 Months Performance

+16.85%

6 Months Performance

+30.11%

1 Year Performance

+34.54%

Benchmark & Peers

Benchmark
NA(NA)
This ETF (YTD)
+22.98%
Peer Avg (YTD)
+5.12%
vs Peers
+17.86%

OPTZ ETF Performance

OPTZ performance across multiple time periods: 1-month 7.33%, YTD 22.98%, 1-year 34.54%.

OPTZ returns outperform the peer average of 5.12% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this ETF.

OPTZ performance comparison shows side-by-side returns with another fund. OPTZ alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+7.33%Apr 22, 2026 to May 22, 2026
3 Months+16.85%Feb 23, 2026 to May 22, 2026
6 Months+30.11%Nov 24, 2025 to May 22, 2026
1 Year+34.54%N/A

All returns shown are total returns, not annualized