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 +23.33% over the past year and +14.69% YTD, with dividends reinvested. Since Apr. 18, 2023, APLY is up +57.17% in nominal total return, or +13.83%/yr, and is currently −1.15% below its total-return high on Jul. 28, 2026.

Data ending Wed Oct. 14, 2026

Growth of $10,000

Tue 2023-04-18💬 to Wed 2026-10-14 Overall
Return
Exponential
Trendline
APLY
×
+57.17%
+13.83%/yr
+10.59%/yr
R2=0.716
YieldMax AAPL Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2023-04-18💬 to Wed 2026-10-14 Start
Value
End
Value
APLY
×
$10,000.00
2023-04-18
$15,716.99
2026-10-14

This Year’s Performance

through 2026-10-14

  YTD YoY
APLY
×
+14.69% +23.33%

Drawdowns

  Current
Drawdown
Worst
Drawdown
APLY
×
−1.15%
on 2026-10-14
from 2026-07-28 peak
−31.09%
on 2025-04-08
from 2024-12-26 peak

Rolling Returns

Period ending Wed 2026-10-14 1 yr 2 yr 3 yr 5 yr 10 yr
APLY
×
+23.33% +26.21%
+12.34%/yr
+50.95%
+14.71%/yr
— —

Annual Returns

Year APLY
2026 (YTD) +14.69%
2025 +3.66%
2024 +18.62%
2023 +11.44%