All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

MSTY,YMAX,MSFY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2024-02-22? to Mon 2025-07-21 YTD
Return
TRR
Price
MSTY
×
+35.18%
2025-07-21
3.985 TRR
2025-07-21
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
YMAX
×
+10.47%
2025-07-21
1.36 TRR
2025-07-21
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
MSFY
×
+12.15%
2025-07-21
1.29 TRR
2025-07-21
Kurv Yield Premium Strategy Microsoft ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Mon 2025-07-21 Overall
Return
Exponential
Trendline
MSTY
×
+298.49%
+166.58%/yr
+108.66%/yr
(R2=0.779)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
YMAX
×
+28.03%
+19.16%/yr
+10.25%/yr
(R2=0.326)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
MSFY
×
+13.00%
+9.05%/yr
+0.20%/yr
(R2=0.000)
Kurv Yield Premium Strategy Microsoft ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Mon 2025-07-21 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$39,849.49
2025-07-21
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
YMAX
×
$10,000.00
2024-02-22
$12,803.31
2025-07-21
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
MSFY
×
$10,000.00
2024-02-22
$11,299.62
2025-07-21
Kurv Yield Premium Strategy Microsoft ETF Exchange-Traded Fund

Annual Returns

Year MSTY YMAX MSFY
2025 (YTD) +35.18% +10.47% +12.15%
2024 +194.79% +23.14% +7.78%
2023 +6.73%

Drawdowns

Thu 2024-02-22? to Mon 2025-07-21 Current
Drawdown
Worst
Drawdown
MSTY
×
−5.07% −41.52%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
YMAX
×
−0.36% −26.61%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
MSFY
×
0.00% −20.83%
2025-04-08
Kurv Yield Premium Strategy Microsoft ETF Exchange-Traded Fund