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

Total Real Returns

PLTY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

PLTY real return snapshot: after CPI-U inflation, PLTY returned +14.47% over the past year and +4.65% YTD, with dividends reinvested. Since Oct. 8, 2024, PLTY is up +172.92% in real purchasing-power return, or +69.75%/yr, and is currently −9.13% below its real total-return high on Nov. 3, 2025.

Data ending Tue Sep. 1, 2026

Growth of $10,000

Tue 2024-10-08💬 to Tue 2026-09-01 Overall
Return 		Exponential
Trendline
PLTY × 		+172.92%
+69.75%/yr 		+37.28%/yr
R2=0.442
YieldMax PLTR Option Income Strategy ETF NYSE Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2024-10-08💬 to Tue 2026-09-01 Start
Value 		End
Value
PLTY × 		$10,000.00
2024-10-08 		$27,292.31
2026-09-01

This Year’s Performance

through 2026-09-01

  YTD YoY
PLTY × 		+4.65% +14.47%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
PLTY × 		−9.13%
on 2026-09-01
from 2025-11-03 peak 		−43.06%
on 2026-06-25
from 2025-11-03 peak

Rolling Returns

Period ending Tue 2026-09-01 1 yr 2 yr 3 yr 5 yr 10 yr
PLTY × 		+14.47% — — — —

Annual Returns

Year PLTY
2026 (YTD) +4.65%
2025 +74.01%
2024 +49.88%