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 +19.18% over the past year and +12.90% YTD, with dividends reinvested. Since Apr. 18, 2023, APLY is up +54.72% in nominal total return, or +13.55%/yr, and is currently −2.70% below its total-return high on Jul. 28, 2026.

Data ending Wed Sep. 23, 2026

Growth of $10,000

Tue 2023-04-18💬 to Wed 2026-09-23 Overall
Return
Exponential
Trendline
APLY
×
+54.72%
+13.55%/yr
+10.33%/yr
R2=0.701
YieldMax AAPL Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2023-04-18💬 to Wed 2026-09-23 Start
Value
End
Value
APLY
×
$10,000.00
2023-04-18
$15,471.64
2026-09-23

This Year’s Performance

through 2026-09-23

  YTD YoY
APLY
×
+12.90% +19.18%

Drawdowns

  Current
Drawdown
Worst
Drawdown
APLY
×
−2.70%
on 2026-09-23
from 2026-07-28 peak
−31.09%
on 2025-04-08
from 2024-12-26 peak

Rolling Returns

Period ending Wed 2026-09-23 1 yr 2 yr 3 yr 5 yr 10 yr
APLY
×
+19.18% +26.83%
+12.62%/yr
+52.18%
+15.02%/yr
— —

Annual Returns

Year APLY
2026 (YTD) +12.90%
2025 +3.66%
2024 +18.62%
2023 +11.45%