All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

AAPL vs. APLY vs. MSFT vs. MSFO: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Fri 2023-08-25💬 to Fri 2026-10-16 Overall
Return 		Exponential
Trendline
AAPL × 		+94.90%
+23.65%/yr 		+20.98%/yr
R2=0.808
Apple Inc. NASDAQ Common Stock
APLY × 		+47.16%
+13.08%/yr 		+11.88%/yr
R2=0.723
YieldMax AAPL Option Income Strategy ETF Exchange-Traded Fund
MSFT × 		+67.64%
+17.87%/yr 		+8.42%/yr
R2=0.335
Microsoft Corporation NASDAQ Common Stock
MSFO × 		+64.01%
+17.05%/yr 		+8.47%/yr
R2=0.409
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2023-08-25💬 to Fri 2026-10-16 Start
Value 		End
Value
AAPL × 		$10,000.00
2023-08-25 		$19,489.69
2026-10-16
APLY × 		$10,000.00
2023-08-25 		$14,715.74
2026-10-16
MSFT × 		$10,000.00
2023-08-25 		$16,763.92
2026-10-16
MSFO × 		$10,000.00
2023-08-25 		$16,401.23
2026-10-16

This Year’s Performance

through 2026-10-16

  YTD YoY
AAPL × 		+26.68% +39.31%
APLY × 		+14.28% +22.84%
MSFT × 		+10.09% +4.26%
MSFO × 		+8.49% +4.28%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
AAPL × 		—
on 2026-10-16 		−33.36%
on 2025-04-08
from 2024-12-26 peak
APLY × 		−1.51%
on 2026-10-16
from 2026-07-28 peak 		−31.09%
on 2025-04-08
from 2024-12-26 peak
MSFT × 		−2.65%
on 2026-10-16
from 2026-10-13 peak 		−34.50%
on 2026-06-25
from 2025-10-28 peak
MSFO × 		−2.08%
on 2026-10-16
from 2026-10-13 peak 		−29.65%
on 2026-06-25
from 2025-10-28 peak

Rolling Returns

Period ending Fri 2026-10-16 1 yr 2 yr 3 yr 5 yr 10 yr
AAPL × 		+39.31% +49.42%
+22.24%/yr 		+94.78%
+24.89%/yr 		+143.12%
+19.44%/yr 		+1,176.79%
+29.01%/yr
APLY × 		+22.84% +25.96%
+12.23%/yr 		+49.93%
+14.45%/yr 		— —
MSFT × 		+4.26% +29.15%
+13.64%/yr 		+62.77%
+17.63%/yr 		+81.21%
+12.63%/yr 		+937.62%
+26.36%/yr
MSFO × 		+4.28% +25.74%
+12.14%/yr 		+57.08%
+16.24%/yr 		— —

Annual Returns

Year AAPL APLY MSFT MSFO
2026 (YTD) +26.68% +14.28% +10.09% +8.49%
2025 +9.05% +3.66% +15.58% +15.72%
2024 +30.71% +18.62% +12.93% +10.35%
2023 +49.01% +11.45% +58.19% +18.39%
2022 −26.40% — −28.02% —
2021 +34.65% — +52.48% —
2020 +82.31% — +42.53% —
2019 +88.96% — +57.56% —
2018 −5.39% — +20.80% —
2017 +48.46% — +40.73% —
2016 +12.48% — +15.08% —
2015 −3.01% — +22.69% —
2014 +40.62% — +27.56% —
2013 +8.07% — +44.30% —
2012 +32.57% — +5.78% —
2011 +25.56% — −4.52% —
2010 +53.07% — −6.52% —
2009 +146.90% — +60.47% —
2008 −56.91% — −44.39% —
2007 +133.48% — +20.84% —
2006 +18.01% — +15.84% —
2005 +123.26% — −0.94% —
2004 +201.35% — +9.13% —
2003 +49.14% — +6.82% —
2002 −34.56% — −21.96% —
2001 +47.26% — +52.74% —
2000 −71.07% — −62.85% —
1999 +151.16% — +68.36% —
1998 +211.71% — +114.60% —
1997 −37.09% — +56.43% —
1996 −34.49% — +88.31% —
1995 −17.34% — +43.56% —
1994 +35.16% — +51.62% —
1993 −50.43% — −5.56% —
1992 +6.91% — +15.12% —
1991 +32.36% — +121.77% —
1990 +23.47% — +72.98% —
1989 −11.56% — +63.39% —
1988 −3.37% — −1.84% —
1987 +108.54% — +124.88% —
1986 +84.02% — +72.37% —
1985 −24.45% — — —
1984 +19.47% — — —
1983 −18.43% — — —
1982 +35.10% — — —
1981 −35.14% — — —
1980 +18.65% — — —