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 +23.81% over the past year and +3.16% YTD, with dividends reinvested. Since Apr. 18, 2023, APLY is up +32.08% in real purchasing-power return, or +9.07%/yr, and is currently −3.38% below its real total-return high on Jun. 2, 2026.

Data ending Thu Jul. 2, 2026

Tue 2023-04-18💬 to Thu 2026-07-02 YTD
Return
1 Year
Return
APLY
×
+3.16%
2026-07-02
+23.81%
2026-07-02
YieldMax AAPL Option Income Strategy ETF Exchange-Traded Fund

Returns

Tue 2023-04-18💬 to Thu 2026-07-02 Overall
Return
Exponential
Trendline
APLY
×
+32.08%
+9.07%/yr
+6.30%/yr
(R2=0.445)
YieldMax AAPL Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Tue 2023-04-18💬 to Thu 2026-07-02 Start
Value
End
Value
APLY
×
$10,000.00
2023-04-18
$13,207.87
2026-07-02
YieldMax AAPL Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year APLY
2026 (YTD) +3.16%
2025 +0.96%
2024 +15.30%
2023 +9.99%

Drawdowns

Tue 2023-04-18💬 to Thu 2026-07-02 Current
Drawdown
Worst
Drawdown
APLY
×
−3.38%
from 2026-06-02 peak
−32.06%
2025-04-08
from 2024-12-26 peak
YieldMax AAPL Option Income Strategy ETF Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-07-02 1
Year
2
Years
3
Years
5
Years
10
Years
APLY
×
+23.81% +13.97%
+6.76%/yr
+16.34%
+5.17%/yr
YieldMax AAPL Option Income Strategy ETF Exchange-Traded Fund