All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2024-02-22? to Thu 2025-07-03 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+7.34%
2025-07-03 |
25.65 TR
2025-07-03 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| YMAX × |
+9.69%
2025-07-03 |
1.385 TR
2025-07-03 |
||||
| YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| MSTY × |
+33.17%
2025-07-03 |
3.998 TR
2025-07-03 |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Thu 2024-02-22? to Thu 2025-07-03 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+25.55%
+18.20%/yr |
+12.90%/yr
(R2=0.577) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| YMAX × |
+29.45%
+20.89%/yr |
+11.58%/yr
(R2=0.382) |
||||
| YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| MSTY × |
+299.78%
+176.87%/yr |
+114.12%/yr
(R2=0.776) |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Thu 2024-02-22? to Thu 2025-07-03 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2024-02-22 |
$12,554.77
2025-07-03 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| YMAX × |
$10,000.00
2024-02-22 |
$12,944.83
2025-07-03 |
||||
| YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| MSTY × |
$10,000.00
2024-02-22 |
$39,977.80
2025-07-03 |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Year | SPY | YMAX | MSTY |
|---|---|---|---|
| 2025 (YTD) | +7.34% | +9.69% | +33.17% |
| 2024 | +24.89% | +26.26% | +200.20% |
| 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% | — | — |
| Thu 2024-02-22? to Thu 2025-07-03 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | 0.00% |
−18.76%
2025-04-08 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| YMAX × | 0.00% |
−25.56%
2025-04-08 |
||||
| YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| MSTY × | −3.49% |
−40.82%
2025-03-10 |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||