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

Total Real Returns

APLY: Total Return Chart (with Dividends Reinvested)

APLY total return snapshot: APLY returned +20.37% over the past year and +10.12% YTD, with dividends reinvested. Since Apr. 18, 2023, APLY is up +50.90% in nominal total return, or +12.95%/yr, and is currently −5.09% below its total-return high on Jul. 28, 2026.

Data ending Thu Sep. 3, 2026

Growth of $10,000

Tue 2023-04-18💬 to Thu 2026-09-03 Overall
Return 		Exponential
Trendline
APLY × 		+50.90%
+12.95%/yr 		+10.12%/yr
R2=0.688
YieldMax AAPL Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2023-04-18💬 to Thu 2026-09-03 Start
Value 		End
Value
APLY × 		$10,000.00
2023-04-18 		$15,090.48
2026-09-03

This Year’s Performance

through 2026-09-03

  YTD YoY
APLY × 		+10.12% +20.37%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
APLY × 		−5.09%
on 2026-09-03
from 2026-07-28 peak 		−31.09%
on 2025-04-08
from 2024-12-26 peak

Rolling Returns

Period ending Thu 2026-09-03 1 yr 2 yr 3 yr 5 yr 10 yr
APLY × 		+20.37% +26.28%
+12.37%/yr 		+38.83%
+11.56%/yr 		— —

Annual Returns

Year APLY
2026 (YTD) +10.12%
2025 +3.66%
2024 +18.62%
2023 +11.45%