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 +12.17% over the past year and +11.09% YTD, with dividends reinvested. Since Apr. 18, 2023, APLY is up +42.24% in real purchasing-power return, or +10.42%/yr, and is currently −2.27% below its real total-return high on Nov. 4, 2026.

Data ending Fri Nov. 6, 2026

Growth of $10,000

Tue 2023-04-18💬 to Fri 2026-11-06 Overall
Return 		Exponential
Trendline
APLY × 		+42.24%
+10.42%/yr 		+7.70%/yr
R2=0.584
YieldMax AAPL Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2023-04-18💬 to Fri 2026-11-06 Start
Value 		End
Value
APLY × 		$10,000.00
2023-04-18 		$14,223.83
2026-11-06

This Year’s Performance

through 2026-11-06

  YTD YoY
APLY × 		+11.09% +12.17%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
APLY × 		−2.27%
on 2026-11-06
from 2026-11-04 peak 		−32.06%
on 2025-04-08
from 2024-12-26 peak

Rolling Returns

Period ending Fri 2026-11-06 1 yr 2 yr 3 yr 5 yr 10 yr
APLY × 		+12.17% +22.09%
+10.50%/yr 		+36.96%
+11.05%/yr 		— —

Annual Returns

Year APLY
2026 (YTD) +11.09%
2025 +0.96%
2024 +15.30%
2023 +9.99%