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

Total Real Returns

YMAX vs. YMAG: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Tue 2024-01-30💬 to Mon 2026-08-03 Overall
Return 		Exponential
Trendline
YMAX × 		+30.03%
+11.04%/yr 		+9.95%/yr
R2=0.502
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
YMAG × 		+64.92%
+22.08%/yr 		+20.78%/yr
R2=0.842
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2024-01-30💬 to Mon 2026-08-03 Start
Value 		End
Value
YMAX × 		$10,000.00
2024-01-30 		$13,003.00
2026-08-03
YMAG × 		$10,000.00
2024-01-30 		$16,491.52
2026-08-03

This Year’s Performance

through 2026-08-03

  YTD YoY
YMAX × 		+0.04% −3.03%
YMAG × 		+2.14% +17.26%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
YMAX × 		−11.32%
on 2026-08-03
from 2025-10-08 peak 		−26.14%
on 2026-03-30
from 2025-10-08 peak
YMAG × 		−4.27%
on 2026-08-03
from 2026-05-29 peak 		−25.96%
on 2025-04-08
from 2024-12-17 peak

Rolling Returns

Period ending Mon 2026-08-03 1 yr 2 yr 3 yr 5 yr 10 yr
YMAX × 		−3.03% +24.38%
+11.52%/yr 		— — —
YMAG × 		+17.26% +44.93%
+20.39%/yr 		— — —

Annual Returns

Year YMAX YMAG
2026 (YTD) +0.04% +2.14%
2025 +6.03% +18.68%
2024 +26.28% +36.05%