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 −5.44% over the past year and +4.45% YTD, with dividends reinvested. Since Jan. 17, 2024, YMAX is up +39.85% in nominal total return, or +12.85%/yr, and is currently −7.41% below its total-return high on Oct. 8, 2025.

Data ending Mon Oct. 26, 2026

Growth of $10,000

Wed 2024-01-17💬 to Mon 2026-10-26 Overall
Return 		Exponential
Trendline
YMAX × 		+39.85%
+12.85%/yr 		+10.19%/yr
R2=0.583
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2024-01-17💬 to Mon 2026-10-26 Start
Value 		End
Value
YMAX × 		$10,000.00
2024-01-17 		$13,984.78
2026-10-26

This Year’s Performance

through 2026-10-26

  YTD YoY
YMAX × 		+4.45% −5.44%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
YMAX × 		−7.41%
on 2026-10-26
from 2025-10-08 peak 		−26.14%
on 2026-03-30
from 2025-10-08 peak

Rolling Returns

Period ending Mon 2026-10-26 1 yr 2 yr 3 yr 5 yr 10 yr
YMAX × 		−5.44% +19.50%
+9.31%/yr 		— — —

Annual Returns

Year YMAX
2026 (YTD) +4.45%
2025 +6.03%
2024 +26.28%