OPTZ

Optimize Strategy Index ETF

NASDAQ · us_market

Last price

$45.87

-0.1%from ATH

Profile

Quote type: ETF
First trade: 2024-04-23
Price rows: 527
Last sync: 2026-05-29

AI insight · the why

No AI insight generated yet for this ticker.

No Setup Score available for this ticker yet.

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Company & Price

Business summary

The fund is an ETF that employs a “passive management” investment approach designed to track the total return performance, before fees and expenses, of the index. The index seeks to generate returns that exceed the broader U.S. equity market over a full economic cycle as measured by the Optimize Broad Market Index, which is also owned and administered by the Sub-Adviser.

Price (last 5Y) · orange dots are splits

30d return

+12.3%

percentile 95 of full history

Historical lean-in setups

since 2020 (DD ≥15%, bounce ≥15%)

30d ATM IV

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implied volatility

1Y alpha vs sector

—

sector benchmark unavailable

30d realized vol

22%

percentile 79

Drawdown from ATH

-0.1%

ATH: $45.94

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Institutions & Smart Money

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Deep Dive

Fundamentals

as of 2026-06-01

Valuation

Market Cap—

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Trailing P/E26.86

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Profitability

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Cash & Leverage

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Shareholders

Dividend Yield50.00%

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