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

Total Real Returns

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

SMCY real return snapshot: after CPI-U inflation, SMCY returned −23.14% over the past year and +23.39% YTD, with dividends reinvested. Since Sep. 12, 2024, SMCY is down −32.07% in real purchasing-power return, or −17.16%/yr, and is currently −42.03% below its real total-return high on Oct. 29, 2024.

Data ending Fri Oct. 2, 2026

Growth of $10,000

Thu 2024-09-12💬 to Fri 2026-10-02 Overall
Return
Exponential
Trendline
SMCY
×
−32.07%
−17.16%/yr
−21.73%/yr
R2=0.407
YieldMax SMCI Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2024-09-12💬 to Fri 2026-10-02 Start
Value
End
Value
SMCY
×
$10,000.00
2024-09-12
$6,793.27
2026-10-02

This Year’s Performance

through 2026-10-02

  YTD YoY
SMCY
×
+23.39% −23.14%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SMCY
×
−42.03%
on 2026-10-02
from 2024-10-29 peak
−66.17%
on 2026-03-20
from 2024-10-29 peak

Rolling Returns

Period ending Fri 2026-10-02 1 yr 2 yr 3 yr 5 yr 10 yr
SMCY
×
−23.14% −30.04%
−16.36%/yr
— — —

Annual Returns

Year SMCY
2026 (YTD) +23.39%
2025 −17.59%
2024 −33.20%