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 −1.80% over the past year and +9.77% YTD, with dividends reinvested. Since Jan. 17, 2024, YMAX is up +46.98% in nominal total return, or +15.22%/yr, and is currently −2.69% below its total-return high on Oct. 8, 2025.

Data ending Tue Oct. 6, 2026

Growth of $10,000

Wed 2024-01-17💬 to Tue 2026-10-06 Overall
Return 		Exponential
Trendline
YMAX × 		+46.98%
+15.22%/yr 		+10.20%/yr
R2=0.568
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2024-01-17💬 to Tue 2026-10-06 Start
Value 		End
Value
YMAX × 		$10,000.00
2024-01-17 		$14,697.99
2026-10-06

This Year’s Performance

through 2026-10-06

  YTD YoY
YMAX × 		+9.77% −1.80%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
YMAX × 		−2.69%
on 2026-10-06
from 2025-10-08 peak 		−26.14%
on 2026-03-30
from 2025-10-08 peak

Rolling Returns

Period ending Tue 2026-10-06 1 yr 2 yr 3 yr 5 yr 10 yr
YMAX × 		−1.80% +28.27%
+13.25%/yr 		— — —

Annual Returns

Year YMAX
2026 (YTD) +9.77%
2025 +6.03%
2024 +26.28%