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 +13.18% over the past year and +8.09% YTD, with dividends reinvested. Since Apr. 18, 2023, APLY is up +38.39% in real purchasing-power return, or +9.82%/yr, and is currently −4.00% below its real total-return high on Jul. 28, 2026.

Data ending Tue Oct. 6, 2026

Growth of $10,000

Tue 2023-04-18💬 to Tue 2026-10-06 Overall
Return 		Exponential
Trendline
APLY × 		+38.39%
+9.82%/yr 		+7.33%/yr
R2=0.551
YieldMax AAPL Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2023-04-18💬 to Tue 2026-10-06 Start
Value 		End
Value
APLY × 		$10,000.00
2023-04-18 		$13,839.34
2026-10-06

This Year’s Performance

through 2026-10-06

  YTD YoY
APLY × 		+8.09% +13.18%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
APLY × 		−4.00%
on 2026-10-06
from 2026-07-28 peak 		−32.06%
on 2025-04-08
from 2024-12-26 peak

Rolling Returns

Period ending Tue 2026-10-06 1 yr 2 yr 3 yr 5 yr 10 yr
APLY × 		+13.18% +17.90%
+8.58%/yr 		+36.92%
+11.04%/yr 		— —

Annual Returns

Year APLY
2026 (YTD) +8.09%
2025 +0.96%
2024 +15.30%
2023 +9.99%