All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

APLY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

APLY real return snapshot: after CPI-U inflation, APLY returned +30.05% over the past year and +10.90% YTD, with dividends reinvested. Since Apr. 18, 2023, APLY is up +41.99% in real purchasing-power return, or +11.30%/yr, and is currently at its real total-return high.

Data ending Mon Jul. 27, 2026

Growth of $10,000

Tue 2023-04-18💬 to Mon 2026-07-27 Overall
Return 		Exponential
Trendline
APLY × 		+41.99%
+11.30%/yr 		+6.68%/yr
R2=0.477
YieldMax AAPL Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2023-04-18💬 to Mon 2026-07-27 Start
Value 		End
Value
APLY × 		$10,000.00
2023-04-18 		$14,198.95
2026-07-27

This Year’s Performance

through 2026-07-27

  YTD YoY
APLY × 		+10.90% +30.05%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
APLY × 		—
on 2026-07-27 		−32.06%
on 2025-04-08
from 2024-12-26 peak

Rolling Returns

Period ending Mon 2026-07-27 1 yr 2 yr 3 yr 5 yr 10 yr
APLY × 		+30.05% +25.92%
+12.21%/yr 		+24.58%
+7.60%/yr 		— —

Annual Returns

Year APLY
2026 (YTD) +10.90%
2025 +0.96%
2024 +15.30%
2023 +9.99%