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

Total Real Returns

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

Thu 2024-02-29? to Mon 2025-09-29 YTD
Return
TR
Price
ULTY
×
+17.22%
2025-09-29
1.179 TR
2025-09-29
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
SPY
×
+14.23%
2025-09-29
27.3 TR
2025-09-29
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Thu 2024-02-29? to Mon 2025-09-29 Overall
Return
Exponential
Trendline
ULTY
×
+17.85%
+10.94%/yr
+11.21%/yr
(R2=0.282)
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
SPY
×
+33.46%
+20.01%/yr
+15.43%/yr
(R2=0.725)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-29? to Mon 2025-09-29 Start
Value
End
Value
ULTY
×
$10,000.00
2024-02-29
$11,785.24
2025-09-29
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
SPY
×
$10,000.00
2024-02-29
$13,346.20
2025-09-29
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year ULTY SPY
2025 (YTD) +17.22% +14.23%
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 +1.89%
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 +33.47%
1996 +22.50%
1995 +38.06%
1994 +0.40%
1993 +8.71%

Drawdowns

Thu 2024-02-29? to Mon 2025-09-29 Current
Drawdown
Worst
Drawdown
ULTY
×
−1.92% −26.85%
2025-04-08
YieldMax Ultra Option Income Strategy ETF Exchange-Traded Fund
SPY
×
−0.47% −18.76%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund