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

Total Real Returns

MSTY,SPY: Total Return Chart (with Dividends Reinvested)

Thu 2024-02-22? to Thu 2025-08-07 YTD
Return
TR
Price
MSTY
×
+30.82%
2025-08-07
3.927 TR
2025-08-07
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
+8.52%
2025-08-07
25.93 TR
2025-08-07
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Thu 2024-02-22? to Thu 2025-08-07 Overall
Return
Exponential
Trendline
MSTY
×
+292.72%
+155.78%/yr
+110.54%/yr
(R2=0.800)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
+26.94%
+17.79%/yr
+13.91%/yr
(R2=0.650)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Thu 2025-08-07 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$39,271.86
2025-08-07
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
$10,000.00
2024-02-22
$12,693.50
2025-08-07
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year MSTY SPY
2025 (YTD) +30.82% +8.52%
2024 +200.20% +24.89%
2023 +26.18%
2022 −18.18%
2021 +28.73%
2020 +18.33%
2019 +31.22%
2018 −4.57%
2017 +21.71%
2016 +12.00%
2015 +1.23%
2014 +13.46%
2013 +32.31%
2012 +15.99%
2011 +1.90%
2010 +15.06%
2009 +26.35%
2008 −36.79%
2007 +5.15%
2006 +15.85%
2005 +4.83%
2004 +10.70%
2003 +28.18%
2002 −21.58%
2001 −11.76%
2000 −9.74%
1999 +20.39%
1998 +28.69%
1997 +33.48%
1996 +22.50%
1995 +38.06%
1994 +0.40%
1993 +8.71%

Drawdowns

Thu 2024-02-22? to Thu 2025-08-07 Current
Drawdown
Worst
Drawdown
MSTY
×
−10.23% −40.82%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
−0.76% −18.76%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund