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 +17.22% over the past year and +5.03% YTD, with dividends reinvested. Since Apr. 18, 2023, APLY is up +43.93% in nominal total return, or +11.58%/yr, and is currently −9.48% below its total-return high on Jul. 28, 2026.

Data ending Fri Aug. 14, 2026

Growth of $10,000

Tue 2023-04-18💬 to Fri 2026-08-14 Overall
Return 		Exponential
Trendline
APLY × 		+43.93%
+11.58%/yr 		+9.97%/yr
R2=0.672
YieldMax AAPL Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2023-04-18💬 to Fri 2026-08-14 Start
Value 		End
Value
APLY × 		$10,000.00
2023-04-18 		$14,392.84
2026-08-14

This Year’s Performance

through 2026-08-14

  YTD YoY
APLY × 		+5.03% +17.22%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
APLY × 		−9.48%
on 2026-08-14
from 2026-07-28 peak 		−31.09%
on 2025-04-08
from 2024-12-26 peak

Rolling Returns

Period ending Fri 2026-08-14 1 yr 2 yr 3 yr 5 yr 10 yr
APLY × 		+17.22% +20.58%
+9.81%/yr 		+34.04%
+10.26%/yr 		— —

Annual Returns

Year APLY
2026 (YTD) +5.03%
2025 +3.66%
2024 +18.62%
2023 +11.44%