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

Total Real Returns

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

Wed 2024-01-17? to Mon 2025-04-28 YTD
Return
TR
Price
SPY
×
−5.73%
2025-04-28
22.53 TR
2025-04-28
SPDR S&P 500 ETF Trust Exchange-Traded Fund
YMAX
×
−7.11%
2025-04-28
1.173 TR
2025-04-28
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Returns

Wed 2024-01-17? to Mon 2025-04-28 Overall
Return
Exponential
Trendline
SPY
×
+18.49%
+14.19%/yr
+15.87%/yr
(R2=0.622)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
YMAX
×
+17.30%
+13.29%/yr
+12.09%/yr
(R2=0.360)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17? to Mon 2025-04-28 Start
Value
End
Value
SPY
×
$10,000.00
2024-01-17
$11,848.53
2025-04-28
SPDR S&P 500 ETF Trust Exchange-Traded Fund
YMAX
×
$10,000.00
2024-01-17
$11,730.21
2025-04-28
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Annual Returns

Year SPY YMAX
2025 (YTD) −5.73% −7.11%
2024 +24.89% +26.28%
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

Wed 2024-01-17? to Mon 2025-04-28 Current
Drawdown
Worst
Drawdown
SPY
×
−9.86% −18.76%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
YMAX
×
−13.13% −25.55%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund