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 +36.36% over the past year and +33.59% YTD, with dividends reinvested. Since Dec. 3, 2024, SOXY is up +76.09% in real purchasing-power return, or +34.29%/yr, and is currently −31.87% below its real total-return high on Jun. 30, 2026.

Data ending Wed Nov. 4, 2026

Growth of $10,000

Tue 2024-12-03💬 to Wed 2026-11-04 Overall
Return 		Exponential
Trendline
SOXY × 		+76.09%
+34.29%/yr 		+71.58%/yr
R2=0.874
YieldMax Target 12 Semiconductor Option Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2024-12-03💬 to Wed 2026-11-04 Start
Value 		End
Value
SOXY × 		$10,000.00
2024-12-03 		$17,608.56
2026-11-04

This Year’s Performance

through 2026-11-04

  YTD YoY
SOXY × 		+33.59% +36.36%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SOXY × 		−31.87%
on 2026-11-04
from 2026-06-30 peak 		−31.87%
on 2026-11-04
from 2026-06-30 peak

Rolling Returns

Period ending Wed 2026-11-04 1 yr 2 yr 3 yr 5 yr 10 yr
SOXY × 		+36.36% — — — —

Annual Returns

Year SOXY
2026 (YTD) +33.59%
2025 +33.44%
2024 −1.22%