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

Total Real Returns

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

Thu 2024-02-22? to Fri 2025-06-13 YTD
Return
TR
Price
SPY
×
+2.17%
2025-06-13
24.42 TR
2025-06-13
SPDR S&P 500 ETF Trust Exchange-Traded Fund
YMAX
×
+2.62%
2025-06-13
1.296 TR
2025-06-13
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
MSTY
×
+27.27%
2025-06-13
3.821 TR
2025-06-13
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Fri 2025-06-13 Overall
Return
Exponential
Trendline
SPY
×
+19.50%
+14.62%/yr
+12.65%/yr
(R2=0.541)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
YMAX
×
+21.11%
+15.80%/yr
+10.42%/yr
(R2=0.321)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
MSTY
×
+282.07%
+179.10%/yr
+116.41%/yr
(R2=0.762)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Fri 2025-06-13 Start
Value
End
Value
SPY
×
$10,000.00
2024-02-22
$11,950.28
2025-06-13
SPDR S&P 500 ETF Trust Exchange-Traded Fund
YMAX
×
$10,000.00
2024-02-22
$12,111.50
2025-06-13
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
MSTY
×
$10,000.00
2024-02-22
$38,207.24
2025-06-13
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year SPY YMAX MSTY
2025 (YTD) +2.17% +2.62% +27.27%
2024 +24.89% +26.28% +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 +1.89%
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 Fri 2025-06-13 Current
Drawdown
Worst
Drawdown
SPY
×
−2.31% −18.76%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
YMAX
×
−4.04% −25.55%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
MSTY
×
−7.76% −40.83%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund