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 +18.16% over the past year and +9.73% YTD, with dividends reinvested. Since Apr. 18, 2023, APLY is up +40.49% in real purchasing-power return, or +10.21%/yr, and is currently −2.54% below its real total-return high on Jul. 28, 2026.

Data ending Fri Oct. 16, 2026

Growth of $10,000

Tue 2023-04-18💬 to Fri 2026-10-16 Overall
Return 		Exponential
Trendline
APLY × 		+40.49%
+10.21%/yr 		+7.45%/yr
R2=0.563
YieldMax AAPL Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2023-04-18💬 to Fri 2026-10-16 Start
Value 		End
Value
APLY × 		$10,000.00
2023-04-18 		$14,049.48
2026-10-16

This Year’s Performance

through 2026-10-16

  YTD YoY
APLY × 		+9.73% +18.16%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
APLY × 		−2.54%
on 2026-10-16
from 2026-07-28 peak 		−32.06%
on 2025-04-08
from 2024-12-26 peak

Rolling Returns

Period ending Fri 2026-10-16 1 yr 2 yr 3 yr 5 yr 10 yr
APLY × 		+18.16% +17.76%
+8.52%/yr 		+36.72%
+10.99%/yr 		— —

Annual Returns

Year APLY
2026 (YTD) +9.73%
2025 +0.96%
2024 +15.30%
2023 +9.99%