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

Total Real Returns

ULTY vs. SPY: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Thu 2024-02-29💬 to Thu 2026-08-20 Overall
Return 		Exponential
Trendline
ULTY × 		+4.75%
+1.89%/yr 		+4.76%/yr
R2=0.179
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
SPY × 		+54.62%
+19.28%/yr 		+18.24%/yr
R2=0.908
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2024-02-29💬 to Thu 2026-08-20 Start
Value 		End
Value
ULTY × 		$10,000.00
2024-02-29 		$10,475.03
2026-08-20
SPY × 		$10,000.00
2024-02-29 		$15,462.45
2026-08-20

This Year’s Performance

through 2026-08-20

  YTD YoY
ULTY × 		+7.81% −3.60%
SPY × 		+12.43% +20.83%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
ULTY × 		−11.63%
on 2026-08-20
from 2025-10-09 peak 		−26.84%
on 2025-04-08
from 2025-02-18 peak
SPY × 		−1.96%
on 2026-08-20
from 2026-08-13 peak 		−18.76%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Thu 2026-08-20 1 yr 2 yr 3 yr 5 yr 10 yr
ULTY × 		−3.60% +15.53%
+7.48%/yr 		— — —
SPY × 		+20.83% +39.73%
+18.21%/yr 		+81.35%
+21.95%/yr 		+84.04%
+12.97%/yr 		+309.67%
+15.14%/yr

Annual Returns

Year ULTY SPY
2026 (YTD) +7.81% +12.43%
2025 −3.35% +17.72%
2024 +0.54% +24.89%
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 — +22.56%
1995 — +38.04%
1994 — +0.40%
1993 — +8.64%