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

Total Real Returns

ULTY,YMAX,SPYI: Total Return Chart (with Dividends Reinvested)

Thu 2024-02-29? to Fri 2025-09-05 YTD
Return
TR
Price
ULTY
×
+11.94%
2025-09-05
1.125 TR
2025-09-05
Tidal Trust II Exchange-Traded Fund
YMAX
×
+9.83%
2025-09-05
1.387 TR
2025-09-05
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPYI
×
+10.16%
2025-09-05
1.511 TR
2025-09-05
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Thu 2024-02-29? to Fri 2025-09-05 Overall
Return
Exponential
Trendline
ULTY
×
+12.54%
+8.10%/yr
+9.47%/yr
(R2=0.212)
Tidal Trust II Exchange-Traded Fund
YMAX
×
+24.80%
+15.73%/yr
+15.39%/yr
(R2=0.548)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPYI
×
+24.62%
+15.62%/yr
+12.80%/yr
(R2=0.730)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-29? to Fri 2025-09-05 Start
Value
End
Value
ULTY
×
$10,000.00
2024-02-29
$11,253.92
2025-09-05
Tidal Trust II Exchange-Traded Fund
YMAX
×
$10,000.00
2024-02-29
$12,480.33
2025-09-05
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPYI
×
$10,000.00
2024-02-29
$12,461.92
2025-09-05
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year ULTY YMAX SPYI
2025 (YTD) +11.94% +9.83% +10.16%
2024 +0.54% +26.26% +19.03%
2023 +18.10%
2022 −2.44%

Drawdowns

Thu 2024-02-29? to Fri 2025-09-05 Current
Drawdown
Worst
Drawdown
ULTY
×
−3.77% −26.85%
2025-04-08
Tidal Trust II Exchange-Traded Fund
YMAX
×
−3.93% −25.56%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPYI
×
−0.15% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund