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

Total Real Returns

SMCY,PLTY,MSTY: Total Return Chart (with Dividends Reinvested)

Tue 2024-10-08? to Thu 2025-07-03 YTD
Return
TR
Price
SMCY
×
+20.08%
2025-07-03
0.8037 TR
2025-07-03
YieldMax SMCI Option Income Strategy ETF Exchange-Traded Fund
PLTY
×
+48.37%
2025-07-03
2.225 TR
2025-07-03
Tidal Trust II Common Stock
MSTY
×
+25.71%
2025-07-03
3.774 TR
2025-07-03
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Tue 2024-10-08? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
SMCY
×
−23.59%
−30.70%/yr
−11.54%/yr
(R2=0.022)
YieldMax SMCI Option Income Strategy ETF Exchange-Traded Fund
PLTY
×
+122.53%
+197.47%/yr
+174.15%/yr
(R2=0.798)
Tidal Trust II Common Stock
MSTY
×
+71.36%
+108.34%/yr
+45.71%/yr
(R2=0.281)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Tue 2024-10-08? to Thu 2025-07-03 Start
Value
End
Value
SMCY
×
$10,000.00
2024-10-08
$7,640.68
2025-07-03
YieldMax SMCI Option Income Strategy ETF Exchange-Traded Fund
PLTY
×
$10,000.00
2024-10-08
$22,252.89
2025-07-03
Tidal Trust II Common Stock
MSTY
×
$10,000.00
2024-10-08
$17,135.73
2025-07-03
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year SMCY PLTY MSTY
2025 (YTD) +20.08% +48.37% +25.71%
2024 −33.07% +49.98% +200.20%

Drawdowns

Tue 2024-10-08? to Thu 2025-07-03 Current
Drawdown
Worst
Drawdown
SMCY
×
−31.56% −59.71%
2024-11-14
YieldMax SMCI Option Income Strategy ETF Exchange-Traded Fund
PLTY
×
−5.63% −36.61%
2025-04-04
Tidal Trust II Common Stock
MSTY
×
−8.89% −40.83%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund