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 +28.91% over the past year and +1.75% YTD, with dividends reinvested. Since Apr. 18, 2023, APLY is up +30.27% in real purchasing-power return, or +8.72%/yr, and is currently −4.70% below its real total-return high on Jun. 2, 2026.

Data ending Tue Jun. 16, 2026

Tue 2023-04-18💬 to Tue 2026-06-16 YTD
Return
1 Year
Return
APLY
×
+1.75%
2026-06-16
+28.91%
2026-06-16
YieldMax AAPL Option Income Strategy ETF NYSE Exchange-Traded Fund

Returns

Tue 2023-04-18💬 to Tue 2026-06-16 Overall
Return
Exponential
Trendline
APLY
×
+30.27%
+8.72%/yr
+6.24%/yr
(R2=0.431)
YieldMax AAPL Option Income Strategy ETF NYSE Exchange-Traded Fund

Growth of $10,000

Tue 2023-04-18💬 to Tue 2026-06-16 Start
Value
End
Value
APLY
×
$10,000.00
2023-04-18
$13,027.28
2026-06-16
YieldMax AAPL Option Income Strategy ETF NYSE Exchange-Traded Fund

Annual Returns

Year APLY
2026 (YTD) +1.75%
2025 +0.96%
2024 +15.30%
2023 +9.99%

Drawdowns

Tue 2023-04-18💬 to Tue 2026-06-16 Current
Drawdown
Worst
Drawdown
APLY
×
−4.70%
from 2026-06-02 peak
−32.06%
2025-04-08
from 2024-12-26 peak
YieldMax AAPL Option Income Strategy ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-06-16 1
Year
2
Years
3
Years
5
Years
10
Years
APLY
×
+28.91% +16.13%
+7.76%/yr
+18.36%
+5.78%/yr
YieldMax AAPL Option Income Strategy ETF NYSE Exchange-Traded Fund