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 2025-10-02 YTD
Return
TR
Price
MSTY
×
+14.14%
2025-10-02
3.426 TR
2025-10-02
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
+15.19%
2025-10-02
27.53 TR
2025-10-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Thu 2024-02-22? to Thu 2025-10-02 Overall
Return
Exponential
Trendline
MSTY
×
+242.65%
+114.90%/yr
+90.91%/yr
(R2=0.761)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
+34.73%
+20.34%/yr
+15.68%/yr
(R2=0.740)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Thu 2025-10-02 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$34,264.58
2025-10-02
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
$10,000.00
2024-02-22
$13,472.99
2025-10-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year MSTY SPY
2025 (YTD) +14.14% +15.19%
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 +1.89%
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 +33.47%
1996 +22.50%
1995 +38.06%
1994 +0.40%
1993 +8.71%

Drawdowns

Thu 2024-02-22? to Thu 2025-10-02 Current
Drawdown
Worst
Drawdown
MSTY
×
−21.68% −40.83%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
0.00% −18.76%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund