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 +87.39% over the past year and +68.46% YTD, with dividends reinvested. Since Dec. 3, 2024, SOXY is up +122.06% in real purchasing-power return, or +55.50%/yr, and is currently −14.09% below its real total-return high on Jun. 30, 2026.

Data ending Thu Sep. 24, 2026

Growth of $10,000

Tue 2024-12-03💬 to Thu 2026-09-24 Overall
Return 		Exponential
Trendline
SOXY × 		+122.06%
+55.50%/yr 		+74.52%/yr
R2=0.869
YieldMax Target 12 Semiconductor Option Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2024-12-03💬 to Thu 2026-09-24 Start
Value 		End
Value
SOXY × 		$10,000.00
2024-12-03 		$22,205.55
2026-09-24

This Year’s Performance

through 2026-09-24

  YTD YoY
SOXY × 		+68.46% +87.39%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SOXY × 		−14.09%
on 2026-09-24
from 2026-06-30 peak 		−30.88%
on 2025-04-08
from 2025-01-22 peak

Rolling Returns

Period ending Thu 2026-09-24 1 yr 2 yr 3 yr 5 yr 10 yr
SOXY × 		+87.39% — — — —

Annual Returns

Year SOXY
2026 (YTD) +68.46%
2025 +33.44%
2024 −1.22%