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 +0.12% over the past year and +4.06% YTD, with dividends reinvested. Since Jan. 17, 2024, YMAX is up +39.33% in nominal total return, or +13.57%/yr, and is currently −7.76% below its total-return high on Oct. 8, 2025.

Data ending Wed Aug. 26, 2026

Growth of $10,000

Wed 2024-01-17💬 to Wed 2026-08-26 Overall
Return
Exponential
Trendline
YMAX
×
+39.33%
+13.57%/yr
+10.13%/yr
R2=0.536
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2024-01-17💬 to Wed 2026-08-26 Start
Value
End
Value
YMAX
×
$10,000.00
2024-01-17
$13,933.33
2026-08-26

This Year’s Performance

through 2026-08-26

  YTD YoY
YMAX
×
+4.06% +0.12%

Drawdowns

  Current
Drawdown
Worst
Drawdown
YMAX
×
−7.76%
on 2026-08-26
from 2025-10-08 peak
−26.14%
on 2026-03-30
from 2025-10-08 peak

Rolling Returns

Period ending Wed 2026-08-26 1 yr 2 yr 3 yr 5 yr 10 yr
YMAX
×
+0.12% +23.97%
+11.34%/yr

Annual Returns

Year YMAX
2026 (YTD) +4.06%
2025 +6.03%
2024 +26.28%