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 2025-05-08 YTD
Return
TR
Price
MSTY
×
+19.77%
2025-05-08
3.595 TR
2025-05-08
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
−3.30%
2025-05-08
23.11 TR
2025-05-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Thu 2024-02-22? to Thu 2025-05-08 Overall
Return
Exponential
Trendline
MSTY
×
+259.55%
+188.60%/yr
+117.66%/yr
(R2=0.721)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
+13.11%
+10.74%/yr
+13.07%/yr
(R2=0.500)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Thu 2025-05-08 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$35,954.85
2025-05-08
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
$10,000.00
2024-02-22
$11,310.93
2025-05-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year MSTY SPY
2025 (YTD) +19.77% −3.30%
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 +33.48%
1996 +22.50%
1995 +38.06%
1994 +0.40%
1993 +8.71%

Drawdowns

Thu 2024-02-22? to Thu 2025-05-08 Current
Drawdown
Worst
Drawdown
MSTY
×
−13.20% −40.82%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
−7.53% −18.76%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund