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

Total Real Returns

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

Wed 2024-01-17? to Tue 2025-07-08 YTD
Return
TRR
Price
QQQ
×
+6.09%
2025-07-08
6.52 TRR
2025-07-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
YMAX
×
+7.03%
2025-07-08
1.317 TRR
2025-07-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Returns

Wed 2024-01-17? to Tue 2025-07-08 Overall
Return
Exponential
Trendline
QQQ
×
+30.61%
+19.88%/yr
+11.92%/yr
(R2=0.481)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
YMAX
×
+31.73%
+20.57%/yr
+10.56%/yr
(R2=0.373)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17? to Tue 2025-07-08 Start
Value
End
Value
QQQ
×
$10,000.00
2024-01-17
$13,061.39
2025-07-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
YMAX
×
$10,000.00
2024-01-17
$13,173.08
2025-07-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund

Annual Returns

Year QQQ YMAX
2025 (YTD) +6.09% +7.03%
2024 +22.06% +23.08%
2023 +49.84%
2022 −36.68%
2021 +19.04%
2020 +46.63%
2019 +35.86%
2018 −2.00%
2017 +29.92%
2016 +4.93%
2015 +8.64%
2014 +18.29%
2013 +34.61%
2012 +16.09%
2011 +0.40%
2010 +18.15%
2009 +50.59%
2008 −41.78%
2007 +14.36%
2006 +4.50%
2005 −1.78%
2004 +7.03%
2003 +46.93%
2002 −38.83%
2001 −34.36%
2000 −38.21%
1999 +75.08%

Drawdowns

Wed 2024-01-17? to Tue 2025-07-08 Current
Drawdown
Worst
Drawdown
QQQ
×
−0.73% −23.54%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
YMAX
×
−0.36% −26.59%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund