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

Total Real Returns

YMAX: Total Return Chart (with Dividends Reinvested)

YMAX total return snapshot: YMAX returned −4.42% over the past year and +2.60% YTD, with dividends reinvested. Since Jan. 17, 2024, YMAX is up +37.37% in nominal total return, or +12.66%/yr, and is currently −9.06% below its total-return high on Oct. 8, 2025.

Data ending Wed Sep. 16, 2026

Growth of $10,000

Wed 2024-01-17💬 to Wed 2026-09-16 Overall
Return 		Exponential
Trendline
YMAX × 		+37.37%
+12.66%/yr 		+10.07%/yr
R2=0.548
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2024-01-17💬 to Wed 2026-09-16 Start
Value 		End
Value
YMAX × 		$10,000.00
2024-01-17 		$13,736.89
2026-09-16

This Year’s Performance

through 2026-09-16

  YTD YoY
YMAX × 		+2.60% −4.42%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
YMAX × 		−9.06%
on 2026-09-16
from 2025-10-08 peak 		−26.14%
on 2026-03-30
from 2025-10-08 peak

Rolling Returns

Period ending Wed 2026-09-16 1 yr 2 yr 3 yr 5 yr 10 yr
YMAX × 		−4.42% +25.16%
+11.87%/yr 		— — —

Annual Returns

Year YMAX
2026 (YTD) +2.60%
2025 +6.03%
2024 +26.28%