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

Total Real Returns

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

Tue 2024-10-08? to Tue 2026-03-31 YTD
Return
TR
Price
ULTY
×
−3.78%
2026-03-31
0.9178 TR
2026-03-31
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
PLTY
×
−13.43%
2026-03-31
2.32 TR
2026-03-31
YieldMax PLTR Option Income Strategy ETF Exchange-Traded Fund
MSTY
×
−13.57%
2026-03-31
1.487 TR
2026-03-31
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Tue 2024-10-08? to Tue 2026-03-31 Overall
Return
Exponential
Trendline
ULTY
×
−1.15%
−0.78%/yr
+1.14%/yr
(R2=0.003)
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
PLTY
×
+131.98%
+76.87%/yr
+79.34%/yr
(R2=0.704)
YieldMax PLTR Option Income Strategy ETF Exchange-Traded Fund
MSTY
×
−32.50%
−23.38%/yr
−37.69%/yr
(R2=0.400)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Tue 2024-10-08? to Tue 2026-03-31 Start
Value
End
Value
ULTY
×
$10,000.00
2024-10-08
$9,885.45
2026-03-31
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
PLTY
×
$10,000.00
2024-10-08
$23,198.23
2026-03-31
YieldMax PLTR Option Income Strategy ETF Exchange-Traded Fund
MSTY
×
$10,000.00
2024-10-08
$6,750.16
2026-03-31
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year ULTY PLTY MSTY
2026 (YTD) −3.78% −13.43% −13.57%
2025 −5.12% +78.66% −42.70%
2024 +0.54% +49.98% +200.20%

Drawdowns

Tue 2024-10-08? to Tue 2026-03-31 Current
Drawdown
Worst
Drawdown
ULTY
×
−22.45% −26.84%
2025-04-08
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
PLTY
×
−24.91% −36.61%
2025-04-04
YieldMax PLTR Option Income Strategy ETF Exchange-Traded Fund
MSTY
×
−66.02% −71.79%
2026-02-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund