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 +15.53% over the past year and +9.64% YTD, with dividends reinvested. Since Apr. 18, 2023, APLY is up +40.37% in real purchasing-power return, or +10.36%/yr, and is currently −2.63% below its real total-return high on Jul. 28, 2026.

Data ending Fri Sep. 25, 2026

Growth of $10,000

Tue 2023-04-18💬 to Fri 2026-09-25 Overall
Return 		Exponential
Trendline
APLY × 		+40.37%
+10.36%/yr 		+7.23%/yr
R2=0.541
YieldMax AAPL Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2023-04-18💬 to Fri 2026-09-25 Start
Value 		End
Value
APLY × 		$10,000.00
2023-04-18 		$14,037.06
2026-09-25

This Year’s Performance

through 2026-09-25

  YTD YoY
APLY × 		+9.64% +15.53%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
APLY × 		−2.63%
on 2026-09-25
from 2026-07-28 peak 		−32.06%
on 2025-04-08
from 2024-12-26 peak

Rolling Returns

Period ending Fri 2026-09-25 1 yr 2 yr 3 yr 5 yr 10 yr
APLY × 		+15.53% +19.34%
+9.24%/yr 		+39.28%
+11.68%/yr 		— —

Annual Returns

Year APLY
2026 (YTD) +9.64%
2025 +0.96%
2024 +15.30%
2023 +9.99%