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

Total Real Returns

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

SOXY real return snapshot: after CPI-U inflation, SOXY returned +83.99% over the past year and +51.47% YTD, with dividends reinvested. Since Dec. 3, 2024, SOXY is up +99.66% in real purchasing-power return, or +48.56%/yr, and is currently −22.76% below its real total-return high on Jun. 30, 2026.

Data ending Wed Sep. 2, 2026

Growth of $10,000

Tue 2024-12-03💬 to Wed 2026-09-02 Overall
Return 		Exponential
Trendline
SOXY × 		+99.66%
+48.56%/yr 		+75.13%/yr
R2=0.859
YieldMax Target 12 Semiconductor Option Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2024-12-03💬 to Wed 2026-09-02 Start
Value 		End
Value
SOXY × 		$10,000.00
2024-12-03 		$19,965.53
2026-09-02

This Year’s Performance

through 2026-09-02

  YTD YoY
SOXY × 		+51.47% +83.99%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SOXY × 		−22.76%
on 2026-09-02
from 2026-06-30 peak 		−30.87%
on 2025-04-08
from 2025-01-22 peak

Rolling Returns

Period ending Wed 2026-09-02 1 yr 2 yr 3 yr 5 yr 10 yr
SOXY × 		+83.99% — — — —

Annual Returns

Year SOXY
2026 (YTD) +51.47%
2025 +33.43%
2024 −1.21%