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 +13.61% over the past year and +4.46% YTD, with dividends reinvested. Since Apr. 18, 2023, APLY is up +33.74% in real purchasing-power return, or +8.98%/yr, and is currently −7.23% below its real total-return high on Jul. 28, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Tue 2023-04-18💬 to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
APLY × 		+33.74%
+8.98%/yr 		+7.01%/yr
R2=0.519
YieldMax AAPL Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2023-04-18💬 to Fri 2026-09-04 Start
Value 		End
Value
APLY × 		$10,000.00
2023-04-18 		$13,374.16
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
APLY × 		+4.46% +13.61%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
APLY × 		−7.23%
on 2026-09-04
from 2026-07-28 peak 		−32.06%
on 2025-04-08
from 2024-12-26 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
APLY × 		+13.61% +17.19%
+8.25%/yr 		+24.79%
+7.66%/yr 		— —

Annual Returns

Year APLY
2026 (YTD) +4.46%
2025 +0.96%
2024 +15.30%
2023 +9.98%