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  5. UMAX: Hello, looking at UMAX, the price went from 16$ to 14$ in less than 2 years. [Hamilton Utilities YIELD MAXIMIZER TM ETF]

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Q: Hello, looking at UMAX, the price went from 16$ to 14$ in less than 2 years. Is it because the NAV is going down because of the dynamics of covered calls? Sould we expect a steady price erosion for the foreseeable future? It’s nice to have 13+% annual distribution but if we have a corresponding capital loss, I am not sure it makes sense. Can this ever be a long term hold? Thanks.
Asked by Martin on March 19, 2025
5i Research Answer:
A big part of the distribution is return of capital, and this can reduce net asset value and...
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